IHT Wealth Management’s Capital One COF Stock Holding History

IHT Wealth Management’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$942K	Buy	5,165 +232	+5%	+$48.5K	0.02%	594
2025 Q4	$1.2M	Buy	4,933 +504	+11%	+$112K	0.03%	491
2025 Q3	$942K	Sell	4,429 -4	-0.1%	-$876	0.02%	547
2025 Q2	$943K	Buy	4,433 +2,139	+93%	+$399K	0.03%	516
2025 Q1	$411K	Buy	2,294 +427	+23%	+$80.7K	0.01%	735
2024 Q4	$333K	Sell	1,867 -47	-2%	-$8.14K	0.01%	823
2024 Q3	$286K	Sell	1,914 -224	-10%	-$31.9K	0.01%	928
2024 Q2	$296K	Buy	2,138 +5	+0.2%	+$701	0.01%	805
2024 Q1	$318K	Sell	2,133 -21	-1%	-$2.84K	0.01%	780
2023 Q4	$282K	Buy	+2,154	New	+$232K	0.01%	787
2021 Q3	–	Sell	-8,376	Closed	-$1.3M	–	844
2021 Q2	$1.3M	Buy	+8,376	New	+$1.26M	0.08%	263
2018 Q2	–	Sell	-386	Closed	-$36K	–	596
2018 Q1	$36K	Hold	386	–	–	0.01%	779
2017 Q4	$39K	Hold	386	–	–	0.01%	766
2017 Q3	$34K	Hold	386	–	–	0.01%	621
2017 Q2	$49	Buy	386 +226	+141%	+$18.4K	0.02%	508
2017 Q1	$13K	Hold	160	–	–	0.01%	755
2016 Q4	$14K	Buy	+160	New	+$12.9K	0.01%	723

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

IHT Wealth Management's COF Position: Q1 2026 in Review

IHT Wealth Management increased its Capital One (COF) stake by 4.7% in Q1 2026, buying an estimated $48.5K and bringing the position to 5,165 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #594.

IHT Wealth Management first reported a position in COF in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.3M in Q2 2021. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

IHT Wealth Management held 5,165 shares of Capital One worth $942K as of Q1 2026.
IHT Wealth Management bought 232 Capital One shares in Q1 2026, an estimated $48.5K.
Capital One made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #594 holding.
IHT Wealth Management first reported a position in Capital One in Q4 2016 and has held it in 17 quarters since.
IHT Wealth Management's Capital One position peaked at $1.3M in Q2 2021.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.