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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
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 $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

Hamilton Capital's IBM Position: Q1 2026 in Review

Hamilton Capital increased its IBM (IBM) stake by 16% in Q1 2026, buying an estimated $78.7K and bringing the position to 2,071 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #78.

Hamilton Capital first reported a position in IBM in Q3 2021 and has held it in 18 quarters since. The position peaked at $527K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hamilton Capital held 2,071 shares of IBM worth $502K as of Q1 2026.
  • Hamilton Capital bought 291 IBM shares in Q1 2026, an estimated $78.7K.
  • IBM made up 0.03% of Hamilton Capital's portfolio in Q1 2026, its #78 holding.
  • Hamilton Capital first reported a position in IBM in Q3 2021 and has held it in 18 quarters since.
  • Hamilton Capital's IBM position peaked at $527K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.