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CapWealth Advisors, LLC IBM Position History
International Business Machines Corporation • Technology
Quarters held
8
Latest value
$28.5M
Q3 2026
Peak value
$36M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $33.7M |
| Q3 2025 | $33.7M |
| Q3 2025 | $33.7M |
| Q4 2025 | $36M |
| Q4 2025 | $36M |
| Q1 2026 | $29.5M |
| Q2 2026 | $35M |
| Q3 2026 | $28.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.5M | 129.8K | — | — |
| Q2 2026 | $35M | 124.4K | — | — |
| Q1 2026 | $29.5M | 121.7K | — | — |
| Q4 2025 | $36M | 121.7K | — | — |
| Q4 2025 | $36M | 121.7K | — | — |
| Q3 2025 | $33.7M | 119.5K | — | — |
| Q3 2025 | $33.7M | 119.5K | — | — |
| Q3 2025 | $33.7M | 119.5K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B