Hamilton Capital
IBM icon

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
Q3 		$530K Sell
2,409
-95
-4% -$22.6K 0.03% 78
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

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

Hamilton Capital's IBM Position: Q3 2026 in Review

Hamilton Capital reduced its IBM (IBM) stake by 3.8% in Q3 2026, selling an estimated $22.6K and leaving 2,409 shares worth $530K. 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 20 quarters since. The position peaked at $704K in Q2 2026. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Hamilton Capital held 2,409 shares of IBM worth $530K as of Q3 2026.
  • Hamilton Capital sold 95 IBM shares in Q3 2026, an estimated $22.6K.
  • IBM made up 0.03% of Hamilton Capital's portfolio in Q3 2026, its #78 holding.
  • Hamilton Capital first reported a position in IBM in Q3 2021 and has held it in 20 quarters since.
  • Hamilton Capital's IBM position peaked at $704K in Q2 2026.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.