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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
Q2 		$2.17M Buy
+7,704
New +$1.94M 1.25% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Triton Financial Group's IBM Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in IBM (IBM) in Q2 2026: 7,704 shares worth $2.17M. The stake represents 1.25% of the portfolio and ranks #21 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in IBM as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.27M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capstone Triton Financial Group held 7,704 shares of IBM worth $2.17M as of Q2 2026.
  • IBM was a new Capstone Triton Financial Group position in Q2 2026.
  • IBM made up 1.25% of Capstone Triton Financial Group's portfolio in Q2 2026, its #21 holding.
  • Capstone Triton Financial Group first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • Capstone Triton Financial Group's IBM position peaked at $2.27M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.