CSI
IBM icon

Clark & Stuart Inc’s IBM IBM Stock Holding History

Clark & Stuart Inc’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 		$216K Buy
+767
New +$193K 0.14% 53
2026
Q1 		– Sell
-767
Closed -$227K – 52
2025
Q4 		$227K Hold
767
– – 0.16% 48
2025
Q3 		$216K Hold
767
– – 0.15% 50
2025
Q2 		$226K Buy
+767
New +$198K 0.17% 44

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Clark & Stuart Inc's IBM Position: Q2 2026 in Review

Clark & Stuart Inc opened a new position in IBM (IBM) in Q2 2026: 767 shares worth $216K. The stake represents 0.14% of the portfolio and ranks #53 among its holdings. This is a return to the name: Clark & Stuart Inc previously reported a position in IBM as recently as Q4 2025.

Clark & Stuart Inc first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q4 2025. 999 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clark & Stuart Inc held 767 shares of IBM worth $216K as of Q2 2026.
  • IBM was a new Clark & Stuart Inc position in Q2 2026.
  • IBM made up 0.14% of Clark & Stuart Inc's portfolio in Q2 2026, its #53 holding.
  • Clark & Stuart Inc first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Clark & Stuart Inc's IBM position peaked at $227K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.