Flagship Capital Management
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Flagship Capital Management’s IBM IBM Stock Holding History

Flagship 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 		$322K Buy
1,464
+3
+0.2% +$712 0.2% 41
2026
Q2 		$411K Buy
1,461
+1
+0.1% +$252 0.26% 37
2026
Q1 		$354K Buy
1,460
+3
+0.2% +$812 0.26% 38
2025
Q4 		$432K Buy
+1,457
New +$436K 0.31% 37

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Flagship Capital Management increased its IBM (IBM) stake by 0.21% in Q3 2026, buying an estimated $712 and bringing the position to 1,464 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #41.

Flagship Capital Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 2,122 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Flagship Capital Management held 1,464 shares of IBM worth $322K as of Q3 2026.
  • Flagship Capital Management bought 3 IBM shares in Q3 2026, an estimated $712.
  • IBM made up 0.2% of Flagship Capital Management's portfolio in Q3 2026, its #41 holding.
  • Flagship Capital Management first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Flagship Capital Management's IBM position peaked at $432K in Q4 2025.
  • 2,122 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Flagship Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.