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Fidelis Capital Partners’s IBM IBM Stock Holding History

Fidelis Capital Partners’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
Q1 		$3.31M Buy
13,644
+897
+7% +$243K 0.24% 85
2025
Q4 		$3.78M Buy
12,747
+1,518
+14% +$455K 0.27% 74
2025
Q3 		$3.17M Buy
11,229
+2,388
+27% +$625K 0.25% 80
2025
Q2 		$2.23M Buy
8,841
+361
+4% +$93K 0.2% 88
2025
Q1 		$1.97M Buy
8,480
+497
+6% +$122K 0.21% 89
2024
Q4 		$2.08M Buy
7,983
+1,727
+28% +$385K 0.21% 89
2024
Q3 		$1.46M Buy
6,256
+2,846
+83% +$558K 0.17% 107
2024
Q2 		$637K Sell
3,410
-8
-0.2% -$1.39K 0.09% 184
2024
Q1 		$653K Buy
3,418
+1,173
+52% +$214K 0.1% 182
2023
Q4 		$367K Buy
2,245
+539
+32% +$81.4K 0.08% 211
2023
Q3 		$239K Buy
+1,706
New +$243K 0.08% 231

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelis Capital Partners's IBM Position: Q1 2026 in Review

Fidelis Capital Partners increased its IBM (IBM) stake by 7% in Q1 2026, buying an estimated $243K and bringing the position to 13,644 shares worth $3.31M. The position accounts for 0.24% of the portfolio, ranked #85.

Fidelis Capital Partners first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.78M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Fidelis Capital Partners held 13,644 shares of IBM worth $3.31M as of Q1 2026.
  • Fidelis Capital Partners bought 897 IBM shares in Q1 2026, an estimated $243K.
  • IBM made up 0.24% of Fidelis Capital Partners's portfolio in Q1 2026, its #85 holding.
  • Fidelis Capital Partners first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Fidelis Capital Partners's IBM position peaked at $3.78M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.