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Capstone Wealth Management Group (Oregon)’s IBM IBM Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$621K Sell
2,208
-1,119
-34% -$282K 0.37% 60
2026
Q1 		$806K Sell
3,327
-83
-2% -$22.5K 0.5% 48
2025
Q4 		$1.01M Buy
3,410
+67
+2% +$20.1K 0.61% 40
2025
Q3 		$943K Buy
3,343
+101
+3% +$26.4K 0.6% 40
2025
Q2 		$956K Sell
3,242
-108
-3% -$27.8K 0.7% 40
2025
Q1 		$833K Buy
3,350
+387
+13% +$94.7K 0.67% 39
2024
Q4 		$651K Buy
+2,963
New +$660K 0.49% 47

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 Wealth Management Group (Oregon)'s IBM Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its IBM (IBM) stake by 34% in Q2 2026, selling an estimated $282K and leaving 2,208 shares worth $621K. The position accounts for 0.37% of the portfolio, ranked #60.

Capstone Wealth Management Group (Oregon) first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 2,208 shares of IBM worth $621K as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 1,119 IBM shares in Q2 2026, an estimated $282K.
  • IBM made up 0.37% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #60 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Capstone Wealth Management Group (Oregon)'s IBM position peaked at $1.01M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.