Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Clark Asset Management's IBM Position: Q2 2026 in Review

Clark Asset Management increased its IBM (IBM) stake by 7.8% in Q2 2026, buying an estimated $74.3K and bringing the position to 4,075 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #88.

Clark Asset Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clark Asset Management held 4,075 shares of IBM worth $1.15M as of Q2 2026.
  • Clark Asset Management bought 295 IBM shares in Q2 2026, an estimated $74.3K.
  • IBM made up 0.09% of Clark Asset Management's portfolio in Q2 2026, its #88 holding.
  • Clark Asset Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Clark Asset Management's IBM position peaked at $1.47M in Q2 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.