Private Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,000
| Closed | -$282K | – | 80 |
|
|
2025
Q3 | $282K | Hold |
1,000
| – | – | 0.03% | 69 |
|
|
2025
Q2 | $295K | Hold |
1,000
| – | – | 0.04% | 69 |
|
|
2025
Q1 | $249K | Hold |
1,000
| – | – | 0.03% | 68 |
|
|
2024
Q4 | $220K | Hold |
1,000
| – | – | 0.03% | 69 |
|
|
2024
Q3 | $221K | Buy |
+1,000
| New | +$196K | 0.02% | 70 |
|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$214K | – | 103 |
|
|
2021
Q4 | $214K | Sell |
1,600
-74
| -4% | -$9.28K | 0.03% | 73 |
|
|
2021
Q3 | $222K | Buy |
+1,674
| New | +$224K | 0.04% | 88 |
|
|
2021
Q2 | – | Sell |
-2,254
| Closed | -$287K | – | 102 |
|
|
2021
Q1 | $287K | Hold |
2,254
| – | – | 0.05% | 83 |
|
|
2020
Q4 | $271K | Hold |
2,254
| – | – | 0.05% | 81 |
|
|
2020
Q3 | $262K | Hold |
2,254
| – | – | 0.06% | 79 |
|
|
2020
Q2 | $260K | Buy |
2,254
+162
| +8% | +$18.8K | 0.07% | 75 |
|
|
2020
Q1 | $222K | Hold |
2,092
| – | – | 0.07% | 65 |
|
|
2019
Q4 | $268K | Hold |
2,092
| – | – | 0.07% | 73 |
|
|
2019
Q3 | $291K | Hold |
2,092
| – | – | 0.08% | 78 |
|
|
2019
Q2 | $276K | Hold |
2,092
| – | – | 0.08% | 85 |
|
|
2019
Q1 | $282K | Hold |
2,092
| – | – | 0.09% | 82 |
|
|
2018
Q4 | $227K | Sell |
2,092
-47,079
| -96% | -$5.65M | 0.08% | 84 |
|
|
2018
Q3 | $7.11M | Buy |
49,171
+1,630
| +3% | +$228K | 1.96% | 25 |
|
|
2018
Q2 | $6.35M | Buy |
47,541
+45,397
| +2,117% | +$6.33M | 1.99% | 21 |
|
|
2018
Q1 | $315K | Sell |
2,144
-3,232
| -60% | -$489K | 0.1% | 88 |
|
|
2017
Q4 | $789K | Buy |
5,376
+3,127
| +139% | +$455K | 0.27% | 61 |
|
|
2017
Q3 | $312K | Hold |
2,249
| – | – | 0.11% | 93 |
|
|
2017
Q2 | $331K | Buy |
2,249
+105
| +5% | +$15.8K | 0.11% | 111 |
|
|
2017
Q1 | $357K | Hold |
2,144
| – | – | 0.12% | 98 |
|
|
2016
Q4 | $340K | Hold |
2,144
| – | – | 0.12% | 99 |
|
|
2016
Q3 | $326K | Hold |
2,144
| – | – | 0.12% | 97 |
|
|
2016
Q2 | $311K | Hold |
2,144
| – | – | 0.12% | 94 |
|
|
2016
Q1 | $310K | Hold |
2,144
| – | – | 0.14% | 91 |
|
|
2015
Q4 | $282K | Hold |
2,144
| – | – | 0.12% | 97 |
|
|
2015
Q3 | $297K | Hold |
2,144
| – | – | 0.12% | 102 |
|
|
2015
Q2 | $333K | Hold |
2,144
| – | – | 0.11% | 121 |
|
|
2015
Q1 | $329K | Sell |
2,144
-21,823
| -91% | -$3.31M | 0.12% | 101 |
|
|
2014
Q4 | $3.68M | Sell |
23,967
-3,091
| -11% | -$492K | 1.38% | 31 |
|
|
2014
Q3 | $4.91M | Sell |
27,058
-293
| -1% | -$53.4K | 1.59% | 20 |
|
|
2014
Q2 | $4.74M | Sell |
27,351
-946
| -3% | -$170K | 1.53% | 20 |
|
|
2014
Q1 | $5.21M | Sell |
28,297
-178
| -0.6% | -$31.3K | 1.98% | 13 |
|
|
2013
Q4 | $5.11M | Sell |
28,475
-262
| -0.9% | -$45.2K | 1.75% | 11 |
|
|
2013
Q3 | $5.09M | Sell |
28,737
-659
| -2% | -$120K | 1.85% | 13 |
|
|
2013
Q2 | $5.37M | Buy |
+29,396
| New | +$5.72M | 1.99% | 9 |
|
Other funds holding IBM
Private Capital Advisors's IBM Position: Q4 2025 in Review
Private Capital Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 1,000 shares — an estimated $282K sold.
Private Capital Advisors first reported a position in IBM in Q2 2013 and held it in 39 quarters. The position peaked at $7.11M in Q3 2018. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.
- Private Capital Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
- Private Capital Advisors sold 1,000 IBM shares in Q4 2025, an estimated $282K.
- Private Capital Advisors first reported a position in IBM in Q2 2013 and held it in 39 quarters.
- Private Capital Advisors's IBM position peaked at $7.11M in Q3 2018.
- 3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.
Based on Private Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.