CapWealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35M | Buy |
124,362
+2,649
| +2% | +$667K | 2.4% | 10 |
|
|
2026
Q1 | $29.5M | Buy |
121,713
+43
| +0% | +$11.6K | 2.19% | 15 |
|
|
2025
Q4 | $36M | Buy |
121,670
+2,164
| +2% | +$648K | 2.47% | 10 |
|
|
2025
Q3 | $33.7M | Sell |
119,506
-10,311
| -8% | -$2.7M | 2.32% | 10 |
|
|
2025
Q2 | $38.3M | Sell |
129,817
-2,467
| -2% | -$636K | 3.77% | 5 |
|
|
2025
Q1 | $32.9M | Sell |
132,284
-9,462
| -7% | -$2.31M | 3.56% | 6 |
|
|
2024
Q4 | $31.2M | Sell |
141,746
-7,580
| -5% | -$1.69M | 3.42% | 6 |
|
|
2024
Q3 | $33M | Sell |
149,326
-2,813
| -2% | -$552K | 3.59% | 5 |
|
|
2024
Q2 | $26.3M | Sell |
152,139
-3,108
| -2% | -$540K | 3.32% | 9 |
|
|
2024
Q1 | $29.6M | Sell |
155,247
-618
| -0.4% | -$113K | 3.33% | 6 |
|
|
2023
Q4 | $25.5M | Sell |
155,865
-3,707
| -2% | -$560K | 3.11% | 7 |
|
|
2023
Q3 | $22.4M | Sell |
159,572
-1,900
| -1% | -$270K | 2.87% | 9 |
|
|
2023
Q2 | $21.6M | Sell |
161,472
-1,549
| -1% | -$200K | 2.64% | 12 |
|
|
2023
Q1 | $21.4M | Sell |
163,021
-777
| -0.5% | -$104K | 2.67% | 12 |
|
|
2022
Q4 | $23.1M | Sell |
163,798
-19
| -0% | -$2.62K | 2.71% | 12 |
|
|
2022
Q3 | $19.5M | Buy |
163,817
+528
| +0.3% | +$69.3K | 2.57% | 13 |
|
|
2022
Q2 | $23.1M | Buy |
163,289
+9,031
| +6% | +$1.22M | 2.78% | 10 |
|
|
2022
Q1 | $20.1M | Buy |
154,258
+2,763
| +2% | +$360K | 2.05% | 18 |
|
|
2021
Q4 | $20.2M | Sell |
151,495
-2,076
| -1% | -$260K | 2.06% | 14 |
|
|
2021
Q3 | $20.4M | Buy |
153,571
+339
| +0.2% | +$45.3K | 2.23% | 14 |
|
|
2021
Q2 | $21.5M | Buy |
153,232
+35,662
| +30% | +$4.88M | 2.33% | 13 |
|
|
2021
Q1 | $15M | Buy |
117,570
+4,479
| +4% | +$536K | 1.7% | 26 |
|
|
2020
Q4 | $13.6M | Buy |
113,091
+22,101
| +24% | +$2.55M | 1.62% | 28 |
|
|
2020
Q3 | $10.6M | Buy |
90,990
+36,994
| +69% | +$4.36M | 1.41% | 32 |
|
|
2020
Q2 | $6.23M | Buy |
53,996
+2,680
| +5% | +$311K | 0.88% | 42 |
|
|
2020
Q1 | $5.44M | Buy |
51,316
+4,095
| +9% | +$518K | 0.96% | 38 |
|
|
2019
Q4 | $6.05M | Buy |
47,221
+316
| +0.7% | +$41.1K | 0.76% | 44 |
|
|
2019
Q3 | $6.52M | Buy |
46,905
+5,817
| +14% | +$785K | 0.87% | 42 |
|
|
2019
Q2 | $5.42M | Buy |
41,088
+2,015
| +5% | +$265K | 0.77% | 45 |
|
|
2019
Q1 | $5.27M | Sell |
39,073
-140
| -0.4% | -$17.8K | 0.81% | 42 |
|
|
2018
Q4 | $4.26M | Buy |
39,213
+25,970
| +196% | +$3.12M | 0.75% | 44 |
|
|
2018
Q3 | $1.91M | Buy |
13,243
+9,233
| +230% | +$1.29M | 0.31% | 54 |
|
|
2018
Q2 | $536K | Sell |
4,010
-37,988
| -90% | -$5.3M | 0.1% | 77 |
|
|
2018
Q1 | $6.16M | Buy |
41,998
+485
| +1% | +$73.4K | 1.19% | 34 |
|
|
2017
Q4 | $6.09M | Sell |
41,513
-416
| -1% | -$60.5K | 1.1% | 35 |
|
|
2017
Q3 | $5.82M | Buy |
41,929
+1,866
| +5% | +$260K | 1.12% | 34 |
|
|
2017
Q2 | $5.89M | Buy |
40,063
+4,275
| +12% | +$645K | 1.18% | 32 |
|
|
2017
Q1 | $5.96M | Buy |
35,788
+3,796
| +12% | +$637K | 1.22% | 33 |
|
|
2016
Q4 | $5.08M | Buy |
31,992
+5,394
| +20% | +$822K | 1.1% | 35 |
|
|
2016
Q3 | $4.04M | Buy |
26,598
+26,036
| +4,633% | +$3.95M | 0.97% | 37 |
|
|
2016
Q2 | $82K | Buy |
562
+105
| +23% | +$15K | 0.02% | 119 |
|
|
2016
Q1 | $66K | Buy |
457
+300
| +191% | +$38.3K | 0.02% | 120 |
|
|
2015
Q4 | $21K | Hold |
157
| – | – | 0.01% | 160 |
|
|
2015
Q3 | $22K | Hold |
157
| – | – | 0.01% | 157 |
|
|
2015
Q2 | $24K | Hold |
157
| – | – | 0.01% | 159 |
|
|
2015
Q1 | $24K | Buy |
+157
| New | +$23.8K | 0.01% | 171 |
|
|
2014
Q4 | – | Sell |
-575
| Closed | -$104K | – | 178 |
|
|
2014
Q3 | $104K | Sell |
575
-216
| -27% | -$39.4K | 0.02% | 108 |
|
|
2014
Q2 | $137K | Sell |
791
-104
| -12% | -$18.7K | 0.03% | 93 |
|
|
2014
Q1 | $165K | Hold |
895
| – | – | 0.04% | 80 |
|
|
2013
Q4 | $161K | Sell |
895
-335
| -27% | -$57.8K | 0.04% | 91 |
|
|
2013
Q3 | $218K | Sell |
1,230
-105
| -8% | -$19.1K | 0.06% | 82 |
|
|
2013
Q2 | $244K | Buy |
+1,335
| New | +$260K | 0.07% | 82 |
|
Other funds holding IBM
CapWealth Advisors's IBM Position: Q2 2026 in Review
CapWealth Advisors increased its IBM (IBM) stake by 2.2% in Q2 2026, buying an estimated $667K and bringing the position to 124,362 shares worth $35M. The position accounts for 2.4% of the portfolio, ranked #10.
CapWealth Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.3M in Q2 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- CapWealth Advisors held 124,362 shares of IBM worth $35M as of Q2 2026.
- CapWealth Advisors bought 2,649 IBM shares in Q2 2026, an estimated $667K.
- IBM made up 2.4% of CapWealth Advisors's portfolio in Q2 2026, its #10 holding.
- CapWealth Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- CapWealth Advisors's IBM position peaked at $38.3M in Q2 2025.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.