Impact Capital Partners
IBM icon

Impact Capital Partners’s IBM IBM Stock Holding History

Impact Capital Partners’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 		$1.22M Buy
5,540
+3,743
+208% +$889K 0.33% 67
2026
Q2 		$505K Buy
1,797
+459
+34% +$116K 0.14% 147
2026
Q1 		$324K Buy
1,338
+72
+6% +$19.5K 0.1% 207
2025
Q4 		$375K Buy
1,266
+16
+1% +$4.79K 0.11% 179
2025
Q3 		$353K Buy
1,250
+23
+2% +$6.02K 0.11% 184
2025
Q2 		$362K Buy
1,227
+132
+12% +$34K 0.12% 182
2025
Q1 		$272K Sell
1,095
-138
-11% -$33.8K 0.1% 216
2024
Q4 		$271K Buy
+1,233
New +$275K 0.1% 216

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

Impact Capital Partners's IBM Position: Q3 2026 in Review

Impact Capital Partners increased its IBM (IBM) stake by 208% in Q3 2026, buying an estimated $889K and bringing the position to 5,540 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #67.

Impact Capital Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Impact Capital Partners held 5,540 shares of IBM worth $1.22M as of Q3 2026.
  • Impact Capital Partners bought 3,743 IBM shares in Q3 2026, an estimated $889K.
  • IBM made up 0.33% of Impact Capital Partners's portfolio in Q3 2026, its #67 holding.
  • Impact Capital Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.