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Dudley Capital Management’s IBM IBM Stock Holding History

Dudley 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 		$2.13M Sell
9,673
-2,533
-21% -$601K 0.82% 29
2026
Q2 		$3.43M Buy
12,206
+986
+9% +$248K 1.37% 18
2026
Q1 		$2.72M Sell
11,220
-22
-0.2% -$5.95K 1.2% 23
2025
Q4 		$3.33M Buy
11,242
+82
+0.7% +$24.6K 1.45% 18
2025
Q3 		$3.15M Buy
11,160
+2,016
+22% +$528K 1.41% 21
2025
Q2 		$2.7M Sell
9,144
-68
-0.7% -$17.5K 1.35% 23
2025
Q1 		$2.29M Sell
9,212
-597
-6% -$146K 1.2% 24
2024
Q4 		$2.16M Sell
9,809
-12
-0.1% -$2.67K 1.09% 26
2024
Q3 		$2.17M Buy
9,821
+3
+0% +$588 1.12% 24
2024
Q2 		$1.7M Sell
9,818
-146
-1% -$25.4K 0.94% 29
2024
Q1 		$1.89M Buy
9,964
+3
+0% +$547 1.1% 26
2023
Q4 		$1.63M Buy
9,961
+4
+0% +$604 1.04% 29
2023
Q3 		$1.4M Sell
9,957
-31
-0.3% -$4.41K 0.98% 29
2023
Q2 		$1.34M Buy
9,988
+135
+1% +$17.4K 0.9% 35
2023
Q1 		$1.29M Buy
9,853
+155
+2% +$20.7K 0.88% 40
2022
Q4 		$1.37M Buy
+9,698
New +$1.34M 0.96% 33

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Dudley Capital Management reduced its IBM (IBM) stake by 21% in Q3 2026, selling an estimated $601K and leaving 9,673 shares worth $2.13M. The position accounts for 0.82% of the portfolio, ranked #29.

Dudley Capital Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.43M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Dudley Capital Management held 9,673 shares of IBM worth $2.13M as of Q3 2026.
  • Dudley Capital Management sold 2,533 IBM shares in Q3 2026, an estimated $601K.
  • IBM made up 0.82% of Dudley Capital Management's portfolio in Q3 2026, its #29 holding.
  • Dudley Capital Management first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • Dudley Capital Management's IBM position peaked at $3.43M in Q2 2026.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.