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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
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 $6.73T 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Darden Wealth Group's IBM Position: Q2 2026 in Review

Darden Wealth Group reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $46.4K and leaving 725 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #149.

Darden Wealth Group first reported a position in IBM in Q1 2024 and has held it in 7 quarters since. The position peaked at $342K in Q2 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Darden Wealth Group held 725 shares of IBM worth $204K as of Q2 2026.
  • Darden Wealth Group sold 184 IBM shares in Q2 2026, an estimated $46.4K.
  • IBM made up 0.08% of Darden Wealth Group's portfolio in Q2 2026, its #149 holding.
  • Darden Wealth Group first reported a position in IBM in Q1 2024 and has held it in 7 quarters since.
  • Darden Wealth Group's IBM position peaked at $342K in Q2 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.