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Capstone Triton Financial Group’s IBM IBM Stock Holding History

Capstone Triton Financial Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,677
Closed -$2.27M – 90
2025
Q4 		$2.27M Sell
7,677
-33
-0.4% -$9.88K 1.51% 15
2025
Q3 		$2.18M Buy
7,710
+45
+0.6% +$11.8K 1.46% 19
2025
Q2 		$2.26M Buy
+7,665
New +$1.97M 1.64% 17
2024
Q4 		$1.54M Buy
6,990
+131
+2% +$29.2K 0.96% 37
2024
Q3 		$1.52M Sell
6,859
-137
-2% -$26.9K 0.97% 36
2024
Q2 		$1.21M Sell
6,996
-5
-0.1% -$869 0.85% 43
2024
Q1 		$1.34M Buy
7,001
+19
+0.3% +$3.47K 0.95% 36
2023
Q4 		$1.14M Sell
6,982
-717
-9% -$108K 0.83% 41
2023
Q3 		$1.08M Buy
7,699
+123
+2% +$17.5K 0.79% 42
2023
Q2 		$1.01M Buy
7,576
+313
+4% +$40.4K 0.7% 54
2023
Q1 		$952K Buy
7,263
+985
+16% +$132K 0.72% 56
2022
Q4 		$885K Buy
6,278
+159
+3% +$21.9K 0.71% 53
2022
Q3 		$727K Buy
6,119
+247
+4% +$32.4K 0.62% 53
2022
Q2 		$747K Buy
5,872
+488
+9% +$65.9K 0.56% 59
2022
Q1 		$727K Sell
5,384
-339
-6% -$44.2K 0.51% 66
2021
Q4 		$766K Buy
5,723
+1,338
+31% +$168K 1.55% 25
2021
Q3 		$535K Sell
4,385
-8,321
-65% -$1.11M 0.32% 80
2021
Q2 		$1.78M Buy
12,706
+1,224
+11% +$167K 1.1% 27
2021
Q1 		$1.46M Buy
11,482
+297
+3% +$35.5K 0.97% 32
2020
Q4 		$1.35M Buy
+11,185
New +$1.29M 0.82% 35

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Triton Financial Group's IBM Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of IBM (IBM) in Q1 2026, closing a stake of 7,677 shares — an estimated $2.27M sold.

Capstone Triton Financial Group first reported a position in IBM in Q4 2020 and held it in 20 quarters. The position peaked at $2.27M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 7,677 IBM shares in Q1 2026, an estimated $2.27M.
  • Capstone Triton Financial Group first reported a position in IBM in Q4 2020 and held it in 20 quarters.
  • Capstone Triton Financial Group's IBM position peaked at $2.27M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.