North Capital’s IBM IBM Stock Holding History

North 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	$332K	Sell	1,439 -57	-4%	-$13.5K	0.24%	64
2026 Q2	$421K	Buy	1,496 +12	+0.8%	+$3.02K	0.32%	52
2026 Q1	$360K	Hold	1,484	–	–	0.3%	53
2025 Q4	$439K	Hold	1,484	–	–	0.38%	40
2025 Q3	$419K	Buy	1,484 +1	+0.1%	+$262	0.32%	41
2025 Q2	$437K	Hold	1,483	–	–	0.38%	35
2025 Q1	$369K	Buy	+1,483	New	+$363K	0.35%	40

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

North Capital's IBM Position: Q3 2026 in Review

North Capital reduced its IBM (IBM) stake by 3.8% in Q3 2026, selling an estimated $13.5K and leaving 1,439 shares worth $332K. The position accounts for 0.24% of the portfolio, ranked #64.

North Capital first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $439K in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

North Capital held 1,439 shares of IBM worth $332K as of Q3 2026.
North Capital sold 57 IBM shares in Q3 2026, an estimated $13.5K.
IBM made up 0.24% of North Capital's portfolio in Q3 2026, its #64 holding.
North Capital first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
North Capital's IBM position peaked at $439K in Q4 2025.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.