Clark Asset Management
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Clark Asset Management’s IBM IBM Stock Holding History

Clark Asset Management’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
Q3 		$757K Sell
3,442
-633
-16% -$150K 0.06% 121
2026
Q2 		$1.15M Buy
4,075
+295
+8% +$74.3K 0.09% 88
2026
Q1 		$916K Buy
3,780
+214
+6% +$57.9K 0.09% 86
2025
Q4 		$1.06M Buy
3,566
+24
+0.7% +$7.19K 0.11% 71
2025
Q3 		$999K Sell
3,542
-1,443
-29% -$378K 0.12% 70
2025
Q2 		$1.47M Buy
+4,985
New +$1.28M 0.2% 45

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Clark Asset Management's IBM Position: Q3 2026 in Review

Clark Asset Management reduced its IBM (IBM) stake by 16% in Q3 2026, selling an estimated $150K and leaving 3,442 shares worth $757K. The position accounts for 0.06% of the portfolio, ranked #121.

Clark Asset Management first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Clark Asset Management held 3,442 shares of IBM worth $757K as of Q3 2026.
  • Clark Asset Management sold 633 IBM shares in Q3 2026, an estimated $150K.
  • IBM made up 0.06% of Clark Asset Management's portfolio in Q3 2026, its #121 holding.
  • Clark Asset Management first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Clark Asset Management's IBM position peaked at $1.47M in Q2 2025.
  • 1,644 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.