Darden Wealth Group
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Darden Wealth Group’s IBM IBM Stock Holding History

Darden Wealth 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 		– Sell
-725
Closed -$204K – 164
2026
Q2 		$204K Sell
725
-184
-20% -$46.4K 0.08% 149
2026
Q1 		$220K Buy
+909
New +$246K 0.11% 139
2025
Q3 		– Sell
-1,159
Closed -$342K – 141
2025
Q2 		$342K Sell
1,159
-41
-3% -$10.6K 0.21% 96
2025
Q1 		$298K Sell
1,200
-50
-4% -$12.2K 0.23% 82
2024
Q4 		$275K Hold
1,250
– – 0.19% 91
2024
Q3 		$276K Buy
+1,250
New +$245K 0.2% 88
2024
Q2 		– Sell
-1,170
Closed -$223K – 108
2024
Q1 		$223K Buy
+1,170
New +$213K 0.18% 98

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

Darden Wealth Group's IBM Position: Q3 2026 in Review

Darden Wealth Group sold out of IBM (IBM) in Q3 2026, closing a stake of 725 shares — an estimated $204K sold.

Darden Wealth Group first reported a position in IBM in Q1 2024 and held it in 7 quarters. The position peaked at $342K in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Darden Wealth Group reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Darden Wealth Group sold 725 IBM shares in Q3 2026, an estimated $204K.
  • Darden Wealth Group first reported a position in IBM in Q1 2024 and held it in 7 quarters.
  • Darden Wealth Group's IBM position peaked at $342K in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.