TWIN CAPITAL MANAGEMENT INC IBM — INTERNATIONAL BUS MACH COM

Ownership history in TWIN CAPITAL MANAGEMENT INC  ·  108 quarters on record

AI Ownership Summary

TWIN CAPITAL MANAGEMENT INC reported INTERNATIONAL BUS MACH COM (IBM) in 108 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.62% in 2025 Q2. The latest visible filing shows IBM at 0.53% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TWIN CAPITAL MANAGEMENT INC's position in INTERNATIONAL BUS MACH COM, 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 Q2

IBM was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 TWIN CAPITAL MANAGEMENT INC fund profile TWIN CAPITAL MANAGEMENT INC full holdings
How TWIN CAPITAL MANAGEMENT INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,169 +2,733 +18.9% 0.53% $4.8M 2026-08-06 $231.77
2026 Q1 ADDED — — — 14,436 +17 +0.1% 0.45% $3.5M 2026-05-05 $225.74
2025 Q4 REDUCED 8.6% -17.7% ✅ 14,419 -1,353 -8.6% 0.53% $4.3M 2026-02-06 $292.96
2025 Q3 REDUCED 20.9% +9.0% ❌ 15,772 -4,160 -20.9% 0.56% $4.5M 2025-11-05 $299.00
2025 Q2 ADDED — — — 19,932 +11,882 +147.6% 0.62% $5.9M 2025-08-06 $244.24
2025 Q1 ADDED — — — 8,050 +4,735 +142.8% 0.23% $2.0M 2025-05-05 $239.64
2024 Q4 ADDED — — — 3,315 +57 +1.7% 0.08% $729K 2025-02-13 $249.27
2024 Q3 ADDED — — — 3,258 +799 +32.5% 0.08% $720K 2024-11-12 $201.45
2024 Q2 UNCHANGED — — — 2,459 — 0% 0.05% $425K 2024-08-14 $182.30
2024 Q1 REDUCED 61.2% -7.4% ✅ 2,459 -3,886 -61.2% 0.06% $470K 2024-05-13 $157.45
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2026 Q2 — sorted by position size

SPG ADVISORS LLC 13.56% Bridgelight Financial Advisors, Inc. 7.15% DB&C Advisors, LLC 5.47% Drexel Morgan & Co. 3Y 7Y 5.47% OPTIMAS CAPITAL Ltd 3Y 4.61% Cherry Creek Investment Advisors, Inc. 3Y 4.2% C2C Wealth Management, LLC 3Y 4.12% Rayburn West Financial Services LLC 4.08% OSLO PENSJONSFORSIKRING AS 4.04% COMMERZBANK AKTIENGESELLSCHAFT /FI 3Y 7Y 3.95%

FAQ About TWIN CAPITAL MANAGEMENT INC and IBM

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

How long has TWIN CAPITAL MANAGEMENT INC reported owning IBM?

TWIN CAPITAL MANAGEMENT INC reported IBM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IBM position in TWIN CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for IBM was 0.62% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q2, when TWIN CAPITAL MANAGEMENT INC reported 17,169 shares, equal to 0.53% of portfolio, with an estimated market value of $4.8M.

What does the chart on this IBM ownership page compare?

The chart compares TWIN CAPITAL MANAGEMENT INC'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 TWIN CAPITAL MANAGEMENT INC time their IBM position?

Based on 13F filing dates vs. subsequent IBM price moves, TWIN CAPITAL MANAGEMENT INC correctly timed 60 out of 106 reported position changes (57%). The annualised alpha on IBM relative to SPY over the holding period was +7.4%.

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