Clark Financial Services Group
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Clark Financial Services Group’s IBM IBM Stock Holding History

Clark Financial Services Group’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 		$1.74M Sell
7,926
-27
-0.3% -$6.41K 0.81% 22
2026
Q2 		$2.24M Buy
7,953
+110
+1% +$27.7K 1.06% 21
2026
Q1 		$1.9M Sell
7,843
-299
-4% -$80.9K 1.03% 19
2025
Q4 		$2.4M Sell
8,142
-933
-10% -$279K 1.28% 16
2025
Q3 		$2.56M Sell
9,075
-178
-2% -$46.6K 1.36% 16
2025
Q2 		$2.73M Sell
9,253
-281
-3% -$72.4K 1.68% 16
2025
Q1 		$2.37M Sell
9,534
-1,320
-12% -$323K 1.64% 13
2024
Q4 		$2.39M Sell
10,854
-195
-2% -$43.4K 1.82% 12
2024
Q3 		$2.44M Sell
11,049
-305
-3% -$59.8K 2.22% 9
2024
Q2 		$1.96M Hold
11,354
– – 2.07% 8
2024
Q1 		$2.17M Buy
11,354
+574
+5% +$105K 2.61% 7
2023
Q4 		$1.76M Hold
10,780
– – 2.26% 7
2023
Q3 		$1.51M Hold
10,780
– – 2.07% 8
2023
Q2 		$1.44M Buy
10,780
+4,060
+60% +$524K 1.95% 8
2023
Q1 		$881K Sell
6,720
-4,036
-38% -$540K 1.3% 10
2022
Q4 		$1.52M Buy
10,756
+34
+0.3% +$4.69K 1.74% 11
2022
Q3 		$1.27M Buy
+10,722
New +$1.41M 1.34% 13
2022
Q1 		$1.39M Sell
10,666
-324
-3% -$42.3K 1.02% 19
2021
Q4 		$1.47M Sell
10,990
-1,133
-9% -$142K 0.99% 21
2021
Q3 		$1.61M Sell
12,123
-492
-4% -$65.8K 1.24% 17
2021
Q2 		$1.77M Sell
12,615
-209
-2% -$28.6K 1.39% 16
2021
Q1 		$1.63M Buy
+12,824
New +$1.53M 1.38% 17
2020
Q2 		$1.51M Buy
+11,215
New +$1.3M 2.34% 7

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Clark Financial Services Group's IBM Position: Q3 2026 in Review

Clark Financial Services Group reduced its IBM (IBM) stake by 0.34% in Q3 2026, selling an estimated $6.41K and leaving 7,926 shares worth $1.74M. The position accounts for 0.81% of the portfolio, ranked #22.

Clark Financial Services Group first reported a position in IBM in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.73M in Q2 2025. 2,123 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Clark Financial Services Group held 7,926 shares of IBM worth $1.74M as of Q3 2026.
  • Clark Financial Services Group sold 27 IBM shares in Q3 2026, an estimated $6.41K.
  • IBM made up 0.81% of Clark Financial Services Group's portfolio in Q3 2026, its #22 holding.
  • Clark Financial Services Group first reported a position in IBM in Q2 2020 and has held it in 23 quarters since.
  • Clark Financial Services Group's IBM position peaked at $2.73M in Q2 2025.
  • 2,123 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Clark Financial Services Group's 13F filing for Q3 2026, filed 19 Oct 2026.