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

Capstone Wealth Management Group (Pennsylvania)’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
2025
Q3 		– Sell
-1,147
Closed -$338K – 78
2025
Q2 		$338K Buy
+1,147
New +$296K 0.32% 41

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s IBM Position: Q3 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of IBM (IBM) in Q3 2025, closing a stake of 1,147 shares — an estimated $338K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IBM in Q2 2025 and held it in 1 quarter. The position peaked at $338K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,147 IBM shares in Q3 2025, an estimated $338K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in IBM in Q2 2025 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s IBM position peaked at $338K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q3 2025, filed 12 Nov 2025.