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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
Q2 		– Sell
-771
Closed -$228K – 51
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AtlasMark Financial's IBM Position: Q2 2026 in Review

AtlasMark Financial sold out of IBM (IBM) in Q2 2026, closing a stake of 771 shares — an estimated $228K sold.

AtlasMark Financial first reported a position in IBM in Q3 2024 and held it in 7 quarters. The position peaked at $251K in Q2 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • AtlasMark Financial reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • AtlasMark Financial sold 771 IBM shares in Q2 2026, an estimated $228K.
  • AtlasMark Financial first reported a position in IBM in Q3 2024 and held it in 7 quarters.
  • AtlasMark Financial's IBM position peaked at $251K in Q2 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.