Capwealth Advisors, LLC’s International Business Machs Position
Does Capwealth Advisors, LLC own International Business Machs (IBM)? Yes — 121.7K shares worth $30M (+2.19% of its 13F portfolio) as of Q1 2026, up from 121.7K shares the prior filed quarter.
Position Value
$30M
Q1 2026
Shares
121.7K
% of Portfolio
+2.19%
Quarters Held
30
currently held
Position History IBM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 121.7K | $30M | +2.19% |
| Q4 2025 | 121.7K | $36M | +2.47% |
| Q3 2025 | 239.0K | $67M | +2.62% |
| Q2 2025 | 129.8K | $38M | +3.77% |
| Q1 2025 | 132.3K | $33M | +3.56% |
| Q4 2024 | 141.7K | $31M | +3.42% |
| Q3 2024 | 149.3K | $33M | +3.59% |
| Q2 2024 | 152.1K | $26M | +3.32% |
| Q1 2024 | 155.2K | $30M | +3.33% |
| Q4 2023 | 155.9K | $25M | +3.11% |
| Q3 2023 | 159.6K | $22M | +2.87% |
| Q2 2023 | 161.5K | $22M | +2.64% |
| Q1 2023 | 163.0K | $21M | +2.67% |
| Q4 2022 | 163.8K | $23M | +2.71% |
| Q3 2022 | 163.8K | $19M | +2.57% |
| Q2 2022 | 163.3K | $23M | +2.78% |
| Q1 2022 | 154.3K | $20M | +2.05% |
| Q4 2021 | 151.5K | $20M | +2.06% |
| Q3 2021 | 146.8K | $20M | +2.23% |
| Q2 2021 | 146.5K | $21M | +2.33% |
| Q1 2021 | 112.4K | $15M | +1.70% |
| Q4 2020 | 108.1K | $14M | +1.62% |
| Q3 2020 | 87.0K | $11M | +1.41% |
| Q2 2020 | 51.6K | $6M | +0.88% |
| Q1 2020 | 49.1K | $5M | +0.96% |
| Q4 2019 | 45.1K | $6M | +0.76% |
| Q3 2019 | 44.8K | $7M | +0.87% |
| Q2 2019 | 39.3K | $5M | +0.77% |
| Q1 2019 | 37.4K | $5M | +0.81% |
| Q4 2018 | 37.5K | $4M | +0.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of IBM.