Clark Wealth Partners
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Clark Wealth Partners’s IBM IBM Stock Holding History

Clark Wealth Partners’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 		$964K Sell
4,385
-14
-0.3% -$3.32K 0.5% 28
2026
Q2 		$1.24M Sell
4,399
-199
-4% -$50.1K 0.7% 20
2026
Q1 		$1.11M Buy
4,598
+22
+0.5% +$5.95K 0.75% 18
2025
Q4 		$1.36M Hold
4,576
– – 0.83% 15
2025
Q3 		$1.36M Sell
4,576
-37
-0.8% -$9.7K 0.83% 15
2025
Q2 		$1.36M Buy
4,613
+12
+0.3% +$3.09K 0.92% 14
2025
Q1 		$1.14M Sell
4,601
-197
-4% -$48.2K 0.85% 17
2024
Q4 		$1.05M Buy
+4,798
New +$1.07M 0.82% 15

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

Clark Wealth Partners's IBM Position: Q3 2026 in Review

Clark Wealth Partners reduced its IBM (IBM) stake by 0.32% in Q3 2026, selling an estimated $3.32K and leaving 4,385 shares worth $964K. The position accounts for 0.5% of the portfolio, ranked #28.

Clark Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Clark Wealth Partners held 4,385 shares of IBM worth $964K as of Q3 2026.
  • Clark Wealth Partners sold 14 IBM shares in Q3 2026, an estimated $3.32K.
  • IBM made up 0.5% of Clark Wealth Partners's portfolio in Q3 2026, its #28 holding.
  • Clark Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Clark Wealth Partners's IBM position peaked at $1.36M in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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