TFR Capital
IBM icon

TFR Capital’s IBM IBM Stock Holding History

TFR 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 		$287K Buy
1,305
+18
+1% +$4.27K 0.07% 140
2026
Q2 		$362K Sell
1,287
-32
-2% -$8.06K 0.1% 124
2026
Q1 		$320K Buy
1,319
+191
+17% +$51.7K 0.1% 132
2025
Q4 		$334K Buy
1,128
+36
+3% +$10.8K 0.11% 125
2025
Q3 		$308K Buy
1,092
+9
+0.8% +$2.36K 0.1% 137
2025
Q2 		$319K Buy
1,083
+59
+6% +$15.2K 0.12% 130
2025
Q1 		$255K Buy
+1,024
New +$250K 0.11% 134

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFR Capital's IBM Position: Q3 2026 in Review

TFR Capital increased its IBM (IBM) stake by 1.4% in Q3 2026, buying an estimated $4.27K and bringing the position to 1,305 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #140.

TFR Capital first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $362K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • TFR Capital held 1,305 shares of IBM worth $287K as of Q3 2026.
  • TFR Capital bought 18 IBM shares in Q3 2026, an estimated $4.27K.
  • IBM made up 0.07% of TFR Capital's portfolio in Q3 2026, its #140 holding.
  • TFR Capital first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • TFR Capital's IBM position peaked at $362K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.