AssetMark Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.8M | Buy |
73,846
+9,388
| +15% | +$2.37M | 0.04% | 357 |
|
|
2026
Q1 | $15.6M | Buy |
64,458
+12,791
| +25% | +$3.46M | 0.03% | 386 |
|
|
2025
Q4 | $15.3M | Buy |
51,667
+694
| +1% | +$208K | 0.03% | 386 |
|
|
2025
Q3 | $14.4M | Buy |
50,973
+4,077
| +9% | +$1.07M | 0.03% | 375 |
|
|
2025
Q2 | $13.8M | Buy |
46,896
+3,888
| +9% | +$1M | 0.03% | 343 |
|
|
2025
Q1 | $10.7M | Buy |
43,008
+2,320
| +6% | +$567K | 0.03% | 349 |
|
|
2024
Q4 | $8.94M | Buy |
40,688
+2,210
| +6% | +$492K | 0.02% | 379 |
|
|
2024
Q3 | $8.51M | Buy |
38,478
+2,640
| +7% | +$518K | 0.02% | 357 |
|
|
2024
Q2 | $6.2M | Buy |
35,838
+1,008
| +3% | +$175K | 0.02% | 390 |
|
|
2024
Q1 | $6.65M | Buy |
34,830
+1,678
| +5% | +$306K | 0.02% | 366 |
|
|
2023
Q4 | $5.42M | Buy |
33,152
+6,658
| +25% | +$1.01M | 0.02% | 362 |
|
|
2023
Q3 | $3.72M | Buy |
26,494
+1,011
| +4% | +$144K | 0.01% | 396 |
|
|
2023
Q2 | $3.41M | Buy |
25,483
+519
| +2% | +$67K | 0.01% | 392 |
|
|
2023
Q1 | $3.27M | Buy |
24,964
+2,887
| +13% | +$386K | 0.01% | 376 |
|
|
2022
Q4 | $3.11M | Buy |
22,077
+3,375
| +18% | +$466K | 0.01% | 365 |
|
|
2022
Q3 | $2.22M | Buy |
18,702
+3,262
| +21% | +$428K | 0.01% | 371 |
|
|
2022
Q2 | $2.18M | Buy |
15,440
+1,942
| +14% | +$262K | 0.01% | 340 |
|
|
2022
Q1 | $1.75M | Sell |
13,498
-8,521
| -39% | -$1.11M | 0.01% | 365 |
|
|
2021
Q4 | $2.94M | Buy |
22,019
+183
| +0.8% | +$23K | 0.01% | 292 |
|
|
2021
Q3 | $2.9M | Buy |
21,836
+1,054
| +5% | +$141K | 0.01% | 308 |
|
|
2021
Q2 | $2.91M | Sell |
20,782
-632
| -3% | -$86.4K | 0.01% | 309 |
|
|
2021
Q1 | $2.73M | Sell |
21,414
-3,850
| -15% | -$461K | 0.01% | 286 |
|
|
2020
Q4 | $3.04M | Sell |
25,264
-5,815
| -19% | -$672K | 0.02% | 285 |
|
|
2020
Q3 | $3.62M | Sell |
31,079
-94
| -0.3% | -$11.1K | 0.02% | 264 |
|
|
2020
Q2 | $3.6M | Buy |
31,173
+6,585
| +27% | +$765K | 0.03% | 258 |
|
|
2020
Q1 | $2.61M | Sell |
24,588
-7,677
| -24% | -$971K | 0.02% | 260 |
|
|
2019
Q4 | $4.13M | Sell |
32,265
-59,391
| -65% | -$7.72M | 0.03% | 267 |
|
|
2019
Q3 | $12.7M | Buy |
91,656
+89,389
| +3,943% | +$12.1M | 0.11% | 176 |
|
|
2019
Q2 | $299K | Buy |
2,267
+722
| +47% | +$94.8K | ﹤0.01% | 418 |
|
|
2019
Q1 | $208K | Buy |
1,545
+152
| +11% | +$19.4K | ﹤0.01% | 446 |
|
|
2018
Q4 | $151K | Sell |
1,393
-837
| -38% | -$100K | ﹤0.01% | 483 |
|
|
2018
Q3 | $322K | Buy |
2,230
+46
| +2% | +$6.43K | ﹤0.01% | 390 |
|
|
2018
Q2 | $292K | Sell |
2,184
-119
| -5% | -$16.6K | ﹤0.01% | 399 |
|
|
2018
Q1 | $338K | Sell |
2,303
-626
| -21% | -$94.7K | ﹤0.01% | 382 |
|
|
2017
Q4 | $430K | Buy |
2,929
+547
| +23% | +$79.5K | ﹤0.01% | 381 |
|
|
2017
Q3 | $331K | Sell |
2,382
-9,151
| -79% | -$1.27M | ﹤0.01% | 391 |
|
|
2017
Q2 | $1.7M | Buy |
11,533
+2,076
| +22% | +$313K | 0.02% | 254 |
|
|
2017
Q1 | $1.57M | Buy |
9,457
+6,660
| +238% | +$1.12M | 0.02% | 258 |
|
|
2016
Q4 | $444K | Sell |
2,797
-91
| -3% | -$13.9K | 0.01% | 332 |
|
|
2016
Q3 | $439K | Sell |
2,888
-2,916
| -50% | -$443K | 0.01% | 321 |
|
|
2016
Q2 | $842K | Sell |
5,804
-429
| -7% | -$61.4K | 0.01% | 273 |
|
|
2016
Q1 | $902K | Buy |
6,233
+633
| +11% | +$80.9K | 0.02% | 275 |
|
|
2015
Q4 | $737K | Buy |
5,600
+1,514
| +37% | +$203K | 0.01% | 320 |
|
|
2015
Q3 | $566K | Sell |
4,086
-11,980
| -75% | -$1.77M | 0.01% | 282 |
|
|
2015
Q2 | $2.5M | Buy |
16,066
+1,434
| +10% | +$230K | 0.05% | 161 |
|
|
2015
Q1 | $2.25M | Buy |
14,632
+458
| +3% | +$69.5K | 0.05% | 177 |
|
|
2014
Q4 | $2.17M | Buy |
14,174
+653
| +5% | +$104K | 0.05% | 188 |
|
|
2014
Q3 | $2.45M | Buy |
13,521
+80
| +0.6% | +$14.6K | 0.06% | 159 |
|
|
2014
Q2 | $2.33M | Buy |
13,441
+13,440
| +1,344,000% | +$2.42M | 0.05% | 168 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 399 |
|
|
2013
Q4 | $0 | Sell |
1
-5,430
| -100% | -$936K | ﹤0.01% | 398 |
|
|
2013
Q3 | $961K | Buy |
+5,431
| New | +$987K | 0.02% | 251 |
|
Other funds holding IBM
ECSS
AssetMark Inc's IBM Position: Q2 2026 in Review
AssetMark Inc increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $2.37M and bringing the position to 73,846 shares worth $20.8M. The position accounts for 0.04% of the portfolio, ranked #357.
AssetMark Inc first reported a position in IBM in Q3 2013 and has held it in 52 quarters since. 1,705 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- AssetMark Inc held 73,846 shares of IBM worth $20.8M as of Q2 2026.
- AssetMark Inc bought 9,388 IBM shares in Q2 2026, an estimated $2.37M.
- IBM made up 0.04% of AssetMark Inc's portfolio in Q2 2026, its #357 holding.
- AssetMark Inc first reported a position in IBM in Q3 2013 and has held it in 52 quarters since.
- 1,705 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.