Capstone Wealth Management (Alabama)’s IBM IBM Stock Holding History

Capstone Wealth Management (Alabama)’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	$389K	Buy	+1,382	New	+$348K	0.18%	82

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s IBM Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in IBM (IBM) in Q2 2026: 1,382 shares worth $389K. The stake represents 0.18% of the portfolio and ranks #82 among its holdings.

1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Capstone Wealth Management (Alabama) held 1,382 shares of IBM worth $389K as of Q2 2026.
IBM was a new Capstone Wealth Management (Alabama) position in Q2 2026.
IBM made up 0.18% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #82 holding.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.