Stableford Capital II’s IBM IBM Stock Holding History

Stableford Capital II’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	$372K	Hold	1,690	–	–	0.13%	131
2026 Q2	$475K	Hold	1,690	–	–	0.16%	131
2026 Q1	$410K	Hold	1,690	–	–	0.15%	129
2025 Q4	$501K	Hold	1,690	–	–	0.18%	124
2025 Q3	$477K	Hold	1,690	–	–	0.17%	121
2025 Q2	$439K	Hold	1,690	–	–	0.17%	111
2025 Q1	$404K	Hold	1,690	–	–	0.17%	99
2024 Q4	$372K	Hold	1,690	–	–	0.15%	115
2024 Q3	$394K	Hold	1,690	–	–	0.16%	117
2024 Q2	$317K	Hold	1,690	–	–	0.12%	121
2024 Q1	$323K	Hold	1,690	–	–	0.13%	116
2023 Q4	$274K	Hold	1,690	–	–	0.12%	109
2023 Q3	$243K	Hold	1,690	–	–	0.11%	100
2023 Q2	$242K	Buy	+1,690	New	+$218K	0.11%	101
2023 Q1	–	Sell	-1,690	Closed	-$243K	–	110
2022 Q4	$243K	Hold	1,690	–	–	0.13%	104
2022 Q3	$220K	Hold	1,690	–	–	0.11%	109
2022 Q2	$224K	Hold	1,690	–	–	0.1%	110
2022 Q1	$217K	Hold	1,690	–	–	0.09%	117
2021 Q4	$218K	Sell	1,690 -78	-4%	-$9.78K	0.09%	117
2021 Q3	$242K	Hold	1,768	–	–	0.12%	113
2021 Q2	$248K	Hold	1,768	–	–	0.12%	112
2021 Q1	$225K	Hold	1,768	–	–	0.11%	109
2020 Q4	$213K	Hold	1,768	–	–	0.13%	103
2020 Q3	$206K	Hold	1,768	–	–	0.14%	63
2020 Q2	$204K	Buy	+1,768	New	+$205K	0.15%	56
2020 Q1	–	Sell	-1,768	Closed	-$227K	–	78
2019 Q4	$227K	Hold	1,768	–	–	0.21%	86
2019 Q3	$246K	Hold	1,768	–	–	0.23%	84
2019 Q2	$233K	Buy	+1,768	New	+$232K	0.23%	78
2018 Q4	–	Sell	-4,433	Closed	-$641K	–	98
2018 Q3	$641K	Sell	4,433 -17	-0.4%	-$2.38K	0.42%	51
2018 Q2	$594K	Hold	4,450	–	–	0.39%	50
2018 Q1	$653K	Hold	4,450	–	–	0.46%	44
2017 Q4	$653K	Hold	4,450	–	–	0.44%	52
2017 Q3	$617K	Sell	4,450 -167	-4%	-$23.3K	0.45%	54
2017 Q2	$679K	Buy	+4,617	New	+$696K	0.54%	48

Other funds holding IBM

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Stableford Capital II's IBM Position: Q3 2026 in Review

Stableford Capital II held its IBM (IBM) position steady in Q3 2026 at 1,690 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #131.

Stableford Capital II first reported a position in IBM in Q2 2017 and has held it in 34 quarters since. The position peaked at $679K in Q2 2017. 185 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Stableford Capital II held 1,690 shares of IBM worth $372K as of Q3 2026.
Stableford Capital II left its IBM share count unchanged in Q3 2026.
IBM made up 0.13% of Stableford Capital II's portfolio in Q3 2026, its #131 holding.
Stableford Capital II first reported a position in IBM in Q2 2017 and has held it in 34 quarters since.
Stableford Capital II's IBM position peaked at $679K in Q2 2017.
185 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Stableford Capital II's 13F filing for Q3 2026, filed 9 Oct 2026.