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Hamilton Capital’s IBM IBM Stock Holding History

Hamilton Capital’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
Q2 		$704K Buy
2,504
+433
+21% +$109K 0.03% 64
2026
Q1 		$502K Buy
2,071
+291
+16% +$78.7K 0.03% 78
2025
Q4 		$527K Buy
+1,780
New +$533K 0.03% 68
2025
Q2 		$365K Buy
1,237
+16
+1% +$4.12K 0.02% 86
2025
Q1 		$304K Sell
1,221
-338
-22% -$82.7K 0.02% 96
2024
Q4 		$343K Buy
1,559
+5
+0.3% +$1.11K 0.03% 76
2024
Q3 		$321K Sell
1,554
-46
-3% -$9.02K 0.02% 83
2024
Q2 		$277K Sell
1,600
-1,025
-39% -$178K 0.02% 87
2024
Q1 		$501K Buy
2,625
+681
+35% +$124K 0.04% 61
2023
Q4 		$318K Sell
1,944
-210
-10% -$31.7K 0.03% 87
2023
Q3 		$302K Buy
2,154
+91
+4% +$12.9K 0.02% 79
2023
Q2 		$276K Sell
2,063
-696
-25% -$89.8K 0.02% 83
2023
Q1 		$362K Sell
2,759
-69
-2% -$9.23K 0.02% 68
2022
Q4 		$398K Buy
2,828
+837
+42% +$115K 0.03% 73
2022
Q3 		$237K Sell
1,991
-872
-30% -$114K 0.02% 82
2022
Q2 		$404K Buy
2,863
+223
+8% +$30.1K 0.03% 53
2022
Q1 		$343K Buy
2,640
+570
+28% +$74.3K 0.02% 72
2021
Q4 		$277K Buy
2,070
+153
+8% +$19.2K 0.02% 117
2021
Q3 		$255K Buy
+1,917
New +$256K 0.02% 73

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hamilton Capital's IBM Position: Q2 2026 in Review

Hamilton Capital increased its IBM (IBM) stake by 21% in Q2 2026, buying an estimated $109K and bringing the position to 2,504 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #64.

Hamilton Capital first reported a position in IBM in Q3 2021 and has held it in 19 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hamilton Capital held 2,504 shares of IBM worth $704K as of Q2 2026.
  • Hamilton Capital bought 433 IBM shares in Q2 2026, an estimated $109K.
  • IBM made up 0.03% of Hamilton Capital's portfolio in Q2 2026, its #64 holding.
  • Hamilton Capital first reported a position in IBM in Q3 2021 and has held it in 19 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hamilton Capital's 13F filing for Q2 2026, filed 17 Aug 2026.