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Wedmont Private Capital’s IBM IBM Stock Holding History

Wedmont Private 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 		$2.97M Buy
13,128
+779
+6% +$185K 0.07% 152
2026
Q2 		$3.55M Sell
12,349
-898
-7% -$226K 0.1% 118
2026
Q1 		$3.2M Sell
13,247
-183
-1% -$49.5K 0.1% 112
2025
Q4 		$3.99M Buy
13,430
+192
+1% +$57.5K 0.14% 88
2025
Q3 		$3.89M Buy
13,238
+173
+1% +$45.3K 0.14% 85
2025
Q2 		$3.79M Buy
13,065
+1,112
+9% +$286K 0.16% 78
2025
Q1 		$2.81M Buy
11,953
+558
+5% +$136K 0.14% 84
2024
Q4 		$2.5M Buy
11,395
+1,041
+10% +$232K 0.13% 93
2024
Q3 		$2.35M Buy
10,354
+647
+7% +$127K 0.13% 90
2024
Q2 		$1.77M Buy
9,707
+334
+4% +$58K 0.11% 107
2024
Q1 		$1.77M Buy
9,373
+920
+11% +$168K 0.13% 100
2023
Q4 		$1.36M Buy
8,453
+1,576
+23% +$238K 0.11% 116
2023
Q3 		$978K Buy
6,877
+1,300
+23% +$185K 0.1% 130
2023
Q2 		$744K Buy
5,577
+691
+14% +$89.2K 0.08% 171
2023
Q1 		$640K Sell
4,886
-1,346
-22% -$180K 0.08% 179
2022
Q4 		$896K Buy
6,232
+1,117
+22% +$154K 0.13% 122
2022
Q3 		$608K Buy
5,115
+135
+3% +$17.7K 0.12% 133
2022
Q2 		$703K Buy
4,980
+1,827
+58% +$247K 0.15% 107
2022
Q1 		$411K Buy
3,153
+160
+5% +$20.9K 0.09% 169
2021
Q4 		$403K Buy
+2,993
New +$375K 0.12% 135

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
CA
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

Wedmont Private Capital's IBM Position: Q3 2026 in Review

Wedmont Private Capital increased its IBM (IBM) stake by 6.3% in Q3 2026, buying an estimated $185K and bringing the position to 13,128 shares worth $2.97M. The position accounts for 0.07% of the portfolio, ranked #152.

Wedmont Private Capital first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.99M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Wedmont Private Capital held 13,128 shares of IBM worth $2.97M as of Q3 2026.
  • Wedmont Private Capital bought 779 IBM shares in Q3 2026, an estimated $185K.
  • IBM made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #152 holding.
  • Wedmont Private Capital first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's IBM position peaked at $3.99M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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