Fort Point Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $823K | Sell |
3,396
-319
| -9% | -$86.3K | 0.1% | 111 |
|
|
2025
Q4 | $1.11M | Buy |
3,715
+1,108
| +43% | +$332K | 0.12% | 96 |
|
|
2025
Q3 | $736K | Sell |
2,607
-99
| -4% | -$25.9K | 0.09% | 126 |
|
|
2025
Q2 | $798K | Buy |
2,706
+137
| +5% | +$35.3K | 0.06% | 171 |
|
|
2025
Q1 | $639K | Sell |
2,569
-917
| -26% | -$224K | 0.07% | 175 |
|
|
2024
Q4 | $766K | Sell |
3,486
-35
| -1% | -$7.79K | 0.08% | 156 |
|
|
2024
Q3 | $778K | Buy |
3,521
+66
| +2% | +$12.9K | 0.1% | 138 |
|
|
2024
Q2 | $598K | Sell |
3,455
-138
| -4% | -$24K | 0.08% | 177 |
|
|
2024
Q1 | $686K | Sell |
3,593
-54
| -1% | -$9.85K | 0.09% | 156 |
|
|
2023
Q4 | $596K | Buy |
3,647
+5
| +0.1% | +$756 | 0.08% | 152 |
|
|
2023
Q3 | $511K | Hold |
3,642
| – | – | 0.08% | 143 |
|
|
2023
Q2 | $487K | Buy |
3,642
+58
| +2% | +$7.49K | 0.07% | 157 |
|
|
2023
Q1 | $470K | Buy |
3,584
+834
| +30% | +$112K | 0.07% | 163 |
|
|
2022
Q4 | $387K | Hold |
2,750
| – | – | 0.06% | 178 |
|
|
2022
Q3 | $327K | Hold |
2,750
| – | – | 0.05% | 193 |
|
|
2022
Q2 | $388K | Buy |
2,750
+7
| +0.3% | +$945 | 0.06% | 184 |
|
|
2022
Q1 | $357K | Buy |
2,743
+25
| +0.9% | +$3.26K | 0.05% | 212 |
|
|
2021
Q4 | $363K | Sell |
2,718
-752
| -22% | -$94.3K | 0.05% | 205 |
|
|
2021
Q3 | $461K | Buy |
3,470
+645
| +23% | +$86.2K | 0.07% | 151 |
|
|
2021
Q2 | $396K | Hold |
2,825
| – | – | 0.07% | 117 |
|
|
2021
Q1 | $360K | Buy |
2,825
+837
| +42% | +$100K | 0.08% | 117 |
|
|
2020
Q4 | $239K | Buy |
+1,988
| New | +$230K | 0.05% | 127 |
|
|
2018
Q4 | – | Sell |
-2,048
| Closed | -$296K | – | 158 |
|
|
2018
Q3 | $296K | Sell |
2,048
-209
| -9% | -$29.2K | 0.09% | 117 |
|
|
2018
Q2 | $301K | Sell |
2,257
-1,403
| -38% | -$196K | 0.1% | 93 |
|
|
2018
Q1 | $537K | Buy |
3,660
+1,426
| +64% | +$216K | 0.2% | 74 |
|
|
2017
Q4 | $328K | Sell |
2,234
-837
| -27% | -$122K | 0.15% | 86 |
|
|
2017
Q3 | $426K | Buy |
+3,071
| New | +$428K | 0.2% | 80 |
|
|
2017
Q2 | – | Sell |
-1,328
| Closed | -$221K | – | 106 |
|
|
2017
Q1 | $221K | Sell |
1,328
-262
| -16% | -$43.9K | 0.11% | 92 |
|
|
2016
Q4 | $260K | Sell |
1,590
-1,102
| -41% | -$168K | 0.14% | 76 |
|
|
2016
Q3 | $409K | Buy |
2,692
+784
| +41% | +$119K | 0.19% | 83 |
|
|
2016
Q2 | $277K | Buy |
1,908
+446
| +31% | +$63.8K | 0.13% | 92 |
|
|
2016
Q1 | $212K | Buy |
+1,462
| New | +$187K | 0.11% | 98 |
|
Other funds holding IBM
VCM
VPM
Fort Point Capital Partners's IBM Position: Q1 2026 in Review
Fort Point Capital Partners reduced its IBM (IBM) stake by 8.6% in Q1 2026, selling an estimated $86.3K and leaving 3,396 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #111.
Fort Point Capital Partners first reported a position in IBM in Q1 2016 and has held it in 32 quarters since. The position peaked at $1.11M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Fort Point Capital Partners held 3,396 shares of IBM worth $823K as of Q1 2026.
- Fort Point Capital Partners sold 319 IBM shares in Q1 2026, an estimated $86.3K.
- IBM made up 0.1% of Fort Point Capital Partners's portfolio in Q1 2026, its #111 holding.
- Fort Point Capital Partners first reported a position in IBM in Q1 2016 and has held it in 32 quarters since.
- Fort Point Capital Partners's IBM position peaked at $1.11M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.