Ring Mountain Capital’s IBM IBM Stock Holding History

Ring Mountain 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	$302K	Buy	1,375 +6	+0.4%	+$1.42K	0.12%	78
2026 Q2	$385K	Buy	1,369 +46	+3%	+$11.6K	0.16%	68
2026 Q1	$321K	Buy	1,323 +87	+7%	+$23.5K	0.18%	67
2025 Q4	$378K	Sell	1,236 -60	-5%	-$18K	0.19%	67
2025 Q3	$366K	Hold	1,296	–	–	0.2%	65
2025 Q2	$370K	Buy	1,296 +177	+16%	+$45.6K	0.23%	60
2025 Q1	$278K	Buy	1,119 +160	+17%	+$39.1K	0.21%	76
2024 Q4	$211K	Buy	+959	New	+$214K	0.14%	87

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

Ring Mountain Capital's IBM Position: Q3 2026 in Review

Ring Mountain Capital increased its IBM (IBM) stake by 0.44% in Q3 2026, buying an estimated $1.42K and bringing the position to 1,375 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #78.

Ring Mountain Capital first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $385K in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Ring Mountain Capital held 1,375 shares of IBM worth $302K as of Q3 2026.
Ring Mountain Capital bought 6 IBM shares in Q3 2026, an estimated $1.42K.
IBM made up 0.12% of Ring Mountain Capital's portfolio in Q3 2026, its #78 holding.
Ring Mountain Capital first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's IBM position peaked at $385K in Q2 2026.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.