Regatta Capital Group
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Regatta Capital Group’s IBM IBM Stock Holding History

Regatta Capital Group’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 		$258K Buy
1,174
+229
+24% +$54.4K 0.03% 195
2026
Q2 		$266K Hold
945
– – 0.04% 189
2026
Q1 		$229K Sell
945
-16
-2% -$4.33K 0.03% 195
2025
Q4 		$285K Buy
961
+6
+0.6% +$1.8K 0.04% 173
2025
Q3 		$269K Buy
955
+10
+1% +$2.62K 0.04% 186
2025
Q2 		$278K Sell
945
-12
-1% -$3.09K 0.05% 183
2025
Q1 		$238K Hold
957
– – 0.05% 171
2024
Q4 		$210K Sell
957
-8
-0.8% -$1.78K 0.04% 178
2024
Q3 		$213K Buy
+965
New +$189K 0.04% 182

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

Regatta Capital Group's IBM Position: Q3 2026 in Review

Regatta Capital Group increased its IBM (IBM) stake by 24% in Q3 2026, buying an estimated $54.4K and bringing the position to 1,174 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #195.

Regatta Capital Group first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $285K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Regatta Capital Group held 1,174 shares of IBM worth $258K as of Q3 2026.
  • Regatta Capital Group bought 229 IBM shares in Q3 2026, an estimated $54.4K.
  • IBM made up 0.03% of Regatta Capital Group's portfolio in Q3 2026, its #195 holding.
  • Regatta Capital Group first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Regatta Capital Group's IBM position peaked at $285K in Q4 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.