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 Q1	$269K	Buy	+1,109	New	+$300K	0.13%	113

Other funds holding IBM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapstone Financial Advisors's IBM Position: Q1 2026 in Review

Kapstone Financial Advisors opened a new position in IBM (IBM) in Q1 2026: 1,109 shares worth $269K. The stake represents 0.13% of the portfolio and ranks #113 among its holdings.

3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Kapstone Financial Advisors held 1,109 shares of IBM worth $269K as of Q1 2026.
IBM was a new Kapstone Financial Advisors position in Q1 2026.
IBM made up 0.13% of Kapstone Financial Advisors's portfolio in Q1 2026, its #113 holding.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.