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CoreCap Advisors’s IBM IBM Stock Holding History

CoreCap Advisors’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
Q3 		$9.08M Buy
41,308
+2,916
+8% +$692K 0.26% 72
2026
Q2 		$10.8M Buy
38,392
+7,490
+24% +$1.89M 0.32% 59
2026
Q1 		$7.49M Buy
30,902
+1,957
+7% +$530K 0.25% 83
2025
Q4 		$8.57M Buy
28,945
+4,883
+20% +$1.46M 0.3% 60
2025
Q3 		$6.79M Sell
24,062
-1,133
-4% -$297K 0.25% 69
2025
Q2 		$7.43M Buy
25,195
+2,298
+10% +$592K 0.3% 64
2025
Q1 		$5.69M Sell
22,897
-2,800
-11% -$685K 0.25% 77
2024
Q4 		$5.65M Buy
25,697
+6,942
+37% +$1.55M 0.26% 65
2024
Q3 		$4.15M Buy
+18,755
New +$3.68M 0.2% 101
2024
Q2 		– Sell
-27,821
Closed -$5.31M – 2048
2024
Q1 		$5.31M Buy
27,821
+3,310
+14% +$604K 0.28% 62
2023
Q4 		$4.01M Buy
24,511
+6,351
+35% +$960K 0.26% 76
2023
Q3 		$2.55M Sell
18,160
-234
-1% -$33.3K 0.18% 114
2023
Q2 		$2.46M Buy
+18,394
New +$2.37M 0.18% 108
2022
Q4 		$3.97M Buy
28,186
+3,675
+15% +$507K 0.28% 66
2022
Q3 		$2.91M Buy
24,511
+8,977
+58% +$1.18M 0.24% 73
2022
Q2 		$2.19M Buy
15,534
+5,043
+48% +$681K 0.17% 97
2022
Q1 		$1.36M Sell
10,491
-3,319
-24% -$433K 0.09% 171
2021
Q4 		$1.85M Buy
+13,810
New +$1.73M 0.12% 138

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's IBM Position: Q3 2026 in Review

CoreCap Advisors increased its IBM (IBM) stake by 7.6% in Q3 2026, buying an estimated $692K and bringing the position to 41,308 shares worth $9.08M. The position accounts for 0.26% of the portfolio, ranked #72.

CoreCap Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.8M in Q2 2026. 124 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • CoreCap Advisors held 41,308 shares of IBM worth $9.08M as of Q3 2026.
  • CoreCap Advisors bought 2,916 IBM shares in Q3 2026, an estimated $692K.
  • IBM made up 0.26% of CoreCap Advisors's portfolio in Q3 2026, its #72 holding.
  • CoreCap Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's IBM position peaked at $10.8M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.