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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
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 $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

Darden Wealth Group's IBM Position: Q1 2026 in Review

Darden Wealth Group opened a new position in IBM (IBM) in Q1 2026: 909 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #139 among its holdings. This is a return to the name: Darden Wealth Group previously reported a position in IBM as recently as Q2 2025.

Darden Wealth Group first reported a position in IBM in Q1 2024 and has held it in 6 quarters since. The position peaked at $342K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Darden Wealth Group held 909 shares of IBM worth $220K as of Q1 2026.
  • IBM was a new Darden Wealth Group position in Q1 2026.
  • IBM made up 0.11% of Darden Wealth Group's portfolio in Q1 2026, its #139 holding.
  • Darden Wealth Group first reported a position in IBM in Q1 2024 and has held it in 6 quarters since.
  • Darden Wealth Group's IBM position peaked at $342K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.