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Dakota Wealth Management’s IBM IBM Stock Holding History

Dakota Wealth Management’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
Q1 		$7.6M Sell
31,339
-25,341
-45% -$6.86M 0.16% 129
2025
Q4 		$16.8M Buy
56,680
+19,631
+53% +$5.88M 0.3% 61
2025
Q3 		$10.5M Sell
37,049
-43,802
-54% -$11.5M 0.21% 90
2025
Q2 		$23.8M Buy
80,851
+43,662
+117% +$11.2M 0.5% 46
2025
Q1 		$9.25M Sell
37,189
-8,882
-19% -$2.17M 0.22% 95
2024
Q4 		$10.1M Sell
46,071
-23,936
-34% -$5.33M 0.23% 92
2024
Q3 		$15.5M Sell
70,007
-1,921
-3% -$377K 0.35% 61
2024
Q2 		$12.4M Sell
71,928
-37,139
-34% -$6.45M 0.29% 76
2024
Q1 		$20.8M Buy
109,067
+101,209
+1,288% +$18.5M 0.52% 38
2023
Q4 		$1.29M Buy
7,858
+2,322
+42% +$351K 0.05% 274
2023
Q3 		$777K Buy
5,536
+1,492
+37% +$212K 0.03% 328
2023
Q2 		$541K Buy
4,044
+1,521
+60% +$196K 0.03% 365
2023
Q1 		$331K Buy
2,523
+152
+6% +$20.3K 0.02% 450
2022
Q4 		$334K Sell
2,371
-7,639
-76% -$1.05M 0.02% 427
2022
Q3 		$1.19M Buy
+10,010
New +$1.31M 0.1% 199
2020
Q4 		– Sell
-4,448
Closed -$517K – 331
2020
Q3 		$517K Sell
4,448
-18,057
-80% -$2.13M 0.08% 177
2020
Q2 		$2.6M Sell
22,505
-3,291
-13% -$382K 0.44% 65
2020
Q1 		$2.74M Buy
25,796
+12,644
+96% +$1.6M 0.6% 50
2019
Q4 		$1.69M Sell
13,152
-2,332
-15% -$303K 0.27% 93
2019
Q3 		$2.15M Buy
15,484
+7,337
+90% +$990K 0.37% 79
2019
Q2 		$1.07M Buy
8,147
+2,352
+41% +$309K 0.21% 106
2019
Q1 		$782K Sell
5,795
-14,552
-72% -$1.85M 0.16% 135
2018
Q4 		$2.94M Sell
20,347
-486
-2% -$58.3K 0.67% 39
2018
Q3 		$3.01M Buy
+20,833
New +$2.91M 0.68% 40

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dakota Wealth Management's IBM Position: Q1 2026 in Review

Dakota Wealth Management reduced its IBM (IBM) stake by 45% in Q1 2026, selling an estimated $6.86M and leaving 31,339 shares worth $7.6M. The position accounts for 0.16% of the portfolio, ranked #129.

Dakota Wealth Management first reported a position in IBM in Q3 2018 and has held it in 24 quarters since. The position peaked at $23.8M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Dakota Wealth Management held 31,339 shares of IBM worth $7.6M as of Q1 2026.
  • Dakota Wealth Management sold 25,341 IBM shares in Q1 2026, an estimated $6.86M.
  • IBM made up 0.16% of Dakota Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Dakota Wealth Management first reported a position in IBM in Q3 2018 and has held it in 24 quarters since.
  • Dakota Wealth Management's IBM position peaked at $23.8M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.