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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
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% -$9.69K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clark Wealth Partners's IBM Position: Q2 2026 in Review

Clark Wealth Partners reduced its IBM (IBM) stake by 4.3% in Q2 2026, selling an estimated $50.1K and leaving 4,399 shares worth $1.24M. The position accounts for 0.7% of the portfolio, ranked #20.

Clark Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2025. 3,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clark Wealth Partners held 4,399 shares of IBM worth $1.24M as of Q2 2026.
  • Clark Wealth Partners sold 199 IBM shares in Q2 2026, an estimated $50.1K.
  • IBM made up 0.7% of Clark Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • Clark Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's IBM position peaked at $1.36M in Q2 2025.
  • 3,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.