Del Sette Capital Management LLC Decreases Stock Holdings in International Business Machines Corporation $IBM

Del Sette Capital Management LLC trimmed its position in shares of International Business Machines Corporation (NYSE:IBM) by 92.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 870 shares of the technology company's stock after selling 10,395 shares during the period. Del Sette Capital Management LLC's holdings in International Business Machines were worth $245,000 as of its most recent SEC filing. Basepoint Wealth LLC bought a new position in International Business Machines during the 4th quarter valued at approximately $25,000. Cornerstone Financial Management LLC bought a new stake in shares of International Business Machines in the 4th quarter worth approximately $28,000. SWAN Capital LLC purchased a new position in shares of International Business Machines during the third quarter valued at approximately $28,000. Bare Financial Services Inc increased its stake in shares of International Business Machines by 114.6% during the second quarter. Bare Financial Services Inc now owns 103 shares of the technology company's stock valued at $29,000 after buying an additional 55 shares during the period. Finally, Portus Wealth Advisors LLC bought a new position in shares of International Business Machines during the first quarter valued at approximately $26,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors. IBM’s reported dual-architecture 2-nanometer mainframe processor, designed to run IBM and Arm workloads on the same core, strengthens its infrastructure strategy and could broaden demand among enterprise customers. The company also advanced modular cryogenic quantum systems and applied AI experiences, reinforcing its effort to connect mainframe, AI and quantum technologies. Quantum computing’s potential to undermine current encryption is expected to drive post-quantum cybersecurity spending through 2030. IBM is identified as one of the companies positioned to benefit from that long-term demand. Recent commentary remains constructive on IBM’s valuation and income profile, suggesting investors may be willing to hold the stock while waiting for stronger growth from AI and infrastructure investments. IBM’s US Open fan activations and sports-focused AI research increase visibility for its AI and cloud capabilities, but the marketing initiatives are unlikely to materially change near-term financial results. A securities law firm announced an investigation into whether IBM may have misled investors following a significant stock decline. The notice is an investor solicitation and provides no established finding of misconduct, but it adds legal and reputational uncertainty. IBM’s latest quarterly revenue came in below analysts’ expectations, tempering enthusiasm around its growth outlook even though earnings per share matched consensus. This keeps execution and monetization of its AI initiatives as key investor concerns.