AtlasMark Financial’s IBM IBM Stock Holding History

AtlasMark Financial’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$228K	Hold	771	–	–	0.15%	45
2025 Q4	$228K	Sell	771 -80	-9%	-$24K	0.15%	45
2025 Q3	$240K	Hold	851	–	–	0.16%	40
2025 Q2	$251K	Sell	851 -127	-13%	-$32.7K	0.19%	36
2025 Q1	$243K	Hold	978	–	–	0.23%	35
2024 Q4	$215K	Hold	978	–	–	0.2%	38
2024 Q3	$216K	Buy	+978	New	+$192K	0.2%	38

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AtlasMark Financial's IBM Position: Q1 2026 in Review

AtlasMark Financial held its IBM (IBM) position steady in Q1 2026 at 771 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #45.

AtlasMark Financial first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $251K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

AtlasMark Financial held 771 shares of IBM worth $228K as of Q1 2026.
AtlasMark Financial left its IBM share count unchanged in Q1 2026.
IBM made up 0.15% of AtlasMark Financial's portfolio in Q1 2026, its #45 holding.
AtlasMark Financial first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
AtlasMark Financial's IBM position peaked at $251K in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.