Opinicus Capital’s IBM IBM Stock Holding History

Opinicus 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	$2.22M	Buy	10,083 +1,355	+16%	+$322K	1.19%	25
2026 Q2	$2.45M	Buy	8,728 +92	+1%	+$23.2K	1.31%	22
2026 Q1	$2.09M	Buy	8,636 +1,886	+28%	+$510K	1.48%	19
2025 Q4	$2M	Buy	6,750 +2,959	+78%	+$886K	1.39%	20
2025 Q3	$1.07M	Buy	3,791 +380	+11%	+$99.5K	0.74%	39
2025 Q2	$1.01M	Buy	3,411 +28	+0.8%	+$7.21K	0.76%	41
2025 Q1	$841K	Buy	3,383 +27	+0.8%	+$6.6K	0.74%	41
2024 Q4	$738K	Buy	3,356 +24	+0.7%	+$5.34K	0.62%	49
2024 Q3	$737K	Buy	3,332 +20	+0.6%	+$3.92K	0.59%	52
2024 Q2	$573K	Buy	3,312 +434	+15%	+$75.4K	0.48%	58
2024 Q1	$550K	Sell	2,878 -101	-3%	-$18.4K	0.49%	59
2023 Q4	$487K	Buy	+2,979	New	+$450K	0.5%	58

Other funds holding IBM

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Opinicus Capital's IBM Position: Q3 2026 in Review

Opinicus Capital increased its IBM (IBM) stake by 16% in Q3 2026, buying an estimated $322K and bringing the position to 10,083 shares worth $2.22M. The position accounts for 1.19% of the portfolio, ranked #25.

Opinicus Capital first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.45M in Q2 2026. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Opinicus Capital held 10,083 shares of IBM worth $2.22M as of Q3 2026.
Opinicus Capital bought 1,355 IBM shares in Q3 2026, an estimated $322K.
IBM made up 1.19% of Opinicus Capital's portfolio in Q3 2026, its #25 holding.
Opinicus Capital first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Opinicus Capital's IBM position peaked at $2.45M in Q2 2026.
1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.