Matisse Capital
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Matisse Capital’s IBM IBM Stock Holding History

Matisse 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 		$299K Buy
1,361
+348
+34% +$82.6K 0.12% 141
2026
Q2 		$285K Hold
1,013
– – 0.11% 138
2026
Q1 		$246K Sell
1,013
-2
-0.2% -$541 0.1% 155
2025
Q4 		$301K Buy
+1,015
New +$304K 0.13% 143

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

Matisse Capital's IBM Position: Q3 2026 in Review

Matisse Capital increased its IBM (IBM) stake by 34% in Q3 2026, buying an estimated $82.6K and bringing the position to 1,361 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #141.

Matisse Capital first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Matisse Capital held 1,361 shares of IBM worth $299K as of Q3 2026.
  • Matisse Capital bought 348 IBM shares in Q3 2026, an estimated $82.6K.
  • IBM made up 0.12% of Matisse Capital's portfolio in Q3 2026, its #141 holding.
  • Matisse Capital first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • Matisse Capital's IBM position peaked at $301K in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Matisse Capital's 13F filing for Q3 2026, filed 29 Oct 2026.