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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s IBM Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $22.5K and leaving 3,327 shares worth $806K. The position accounts for 0.5% of the portfolio, ranked #48.

Capstone Wealth Management Group (Oregon) first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 3,327 shares of IBM worth $806K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 83 IBM shares in Q1 2026, an estimated $22.5K.
IBM made up 0.5% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #48 holding.
Capstone Wealth Management Group (Oregon) first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s IBM position peaked at $1.01M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.