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Davis Capital Management’s IBM IBM Stock Holding History

Davis Capital Management’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 		$42K Buy
191
+18
+10% +$4.27K 0.03% 168
2026
Q2 		$48.6K Sell
173
-29
-14% -$7.31K 0.03% 170
2026
Q1 		$49K Buy
202
+11
+6% +$2.98K 0.03% 140
2025
Q4 		$56.6K Hold
191
– – 0.04% 131
2025
Q3 		$53.9K Buy
+191
New +$50K 0.04% 133
2025
Q1 		$45.3K Sell
182
-4
-2% -$978 0.04% 142
2024
Q4 		$40.9K Hold
186
– – 0.03% 149
2024
Q3 		$41.1K Hold
186
– – 0.03% 153
2024
Q2 		$32.6K Hold
186
– – 0.03% 166
2024
Q1 		$35.3K Hold
186
– – 0.03% 157
2023
Q4 		$30.4K Buy
+186
New +$28.1K 0.03% 157
2020
Q2 		$64K Sell
553
-53
-9% -$6.16K 0.12% 92
2020
Q1 		$64K Buy
+606
New +$76.6K 0.14% 83

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
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

Davis Capital Management's IBM Position: Q3 2026 in Review

Davis Capital Management increased its IBM (IBM) stake by 10% in Q3 2026, buying an estimated $4.27K and bringing the position to 191 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #168.

Davis Capital Management first reported a position in IBM in Q1 2020 and has held it in 13 quarters since. The position peaked at $64K in Q2 2020. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Davis Capital Management held 191 shares of IBM worth $42K as of Q3 2026.
  • Davis Capital Management bought 18 IBM shares in Q3 2026, an estimated $4.27K.
  • IBM made up 0.03% of Davis Capital Management's portfolio in Q3 2026, its #168 holding.
  • Davis Capital Management first reported a position in IBM in Q1 2020 and has held it in 13 quarters since.
  • Davis Capital Management's IBM position peaked at $64K in Q2 2020.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.