Kapstone Financial Advisors’s IBM IBM Stock Holding History

Kapstone Financial Advisors’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	$312K	Hold	1,109	–	–	0.13%	115
2026 Q1	$269K	Buy	+1,109	New	+$300K	0.13%	113

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kapstone Financial Advisors's IBM Position: Q2 2026 in Review

Kapstone Financial Advisors held its IBM (IBM) position steady in Q2 2026 at 1,109 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #115.

Kapstone Financial Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Kapstone Financial Advisors held 1,109 shares of IBM worth $312K as of Q2 2026.
Kapstone Financial Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.13% of Kapstone Financial Advisors's portfolio in Q2 2026, its #115 holding.
Kapstone Financial Advisors first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.