Impact Capital Partners LLC IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Impact Capital Partners LLC  ·  8 quarters on record

AI Ownership Summary

Impact Capital Partners LLC reported INTERNATIONAL BUSINESS MACHS (IBM) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.33% in 2026 Q3. The latest visible filing shows IBM at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Impact Capital Partners LLC's position in INTERNATIONAL BUSINESS MACHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IBM was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBM stock page Impact Capital Partners LLC fund profile Impact Capital Partners LLC full holdings
How Impact Capital Partners LLC held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,540 +3,743 +208.3% 0.33% $1.2M 2026-10-22 $252.11
2026 Q2 ADDED — — — 1,797 +459 +34.3% 0.14% $505K 2026-07-14 $215.52
2026 Q1 ADDED — — — 1,338 +72 +5.7% 0.10% $324K 2026-04-10 $227.44
2025 Q4 ADDED — — — 1,266 +16 +1.3% 0.11% $375K 2026-01-07 $290.81
2025 Q3 ADDED — — — 1,250 +23 +1.9% 0.11% $353K 2025-10-28 $304.65
2025 Q2 ADDED — — — 1,227 +132 +12.1% 0.12% $362K 2025-07-18 $276.76
2025 Q1 REDUCED 11.2% +19.3% ❌ 1,095 -138 -11.2% 0.10% $272K 2025-04-11 $226.46
2024 Q4 INITIATED — — — 1,233 — — 0.10% $271K 2025-02-10 $239.73

🏢 Other funds also holding IBM

As of 2026 Q3 — sorted by position size

OSLO PENSJONSFORSIKRING AS 5.42% Beau Ventures, LLc 3.29% Cherry Creek Investment Advisors, Inc. 3Y 3.26% Canal Insurance CO 3Y 7Y 3.26% C2C Wealth Management, LLC 3Y 3.15% Green Alpha Advisors, LLC 3Y 3.01% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.01% Catherine Avery Investment Management LLC 2.71% MFG WEALTH MANAGEMENT, INC. 2.65% Birch Hill Investment Advisors LLC 3Y 7Y 2.57%

FAQ About Impact Capital Partners LLC and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Impact Capital Partners LLC reported owning IBM?

Impact Capital Partners LLC reported IBM across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported IBM position in Impact Capital Partners LLC's portfolio?

The largest reported portfolio weight for IBM was 0.33% in 2026 Q3.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q3, when Impact Capital Partners LLC reported 5,540 shares, equal to 0.33% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IBM ownership page compare?

The chart compares Impact Capital Partners LLC's quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Impact Capital Partners LLC time their IBM position?

Based on 13F filing dates vs. subsequent IBM price moves, Impact Capital Partners LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on IBM relative to SPY over the holding period was -11.9%.

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