Taylor Hoffman Capital Management
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Taylor Hoffman Capital Management’s IBM IBM Stock Holding History

Taylor Hoffman Capital Management’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 		– Sell
-749
Closed -$211K – 123
2026
Q2 		$211K Buy
+749
New +$189K 0.05% 119
2026
Q1 		– Sell
-749
Closed -$222K – 118
2025
Q4 		$222K Hold
749
– – 0.07% 109
2025
Q3 		$211K Hold
749
– – 0.07% 112
2025
Q2 		$221K Buy
+749
New +$193K 0.08% 112

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Morgan Stanley
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
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Taylor Hoffman Capital Management's IBM Position: Q3 2026 in Review

Taylor Hoffman Capital Management sold out of IBM (IBM) in Q3 2026, closing a stake of 749 shares — an estimated $211K sold.

Taylor Hoffman Capital Management first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $222K in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Taylor Hoffman Capital Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Taylor Hoffman Capital Management sold 749 IBM shares in Q3 2026, an estimated $211K.
  • Taylor Hoffman Capital Management first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Taylor Hoffman Capital Management's IBM position peaked at $222K in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.