Darwin Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $157K | Buy |
558
+126
| +29% | +$31.7K | 0.04% | 151 |
|
|
2026
Q1 | $105K | Buy |
432
+2
| +0.5% | +$541 | 0.03% | 171 |
|
|
2025
Q4 | $127K | Hold |
430
| – | – | 0.04% | 155 |
|
|
2025
Q3 | $121K | Hold |
430
| – | – | 0.04% | 161 |
|
|
2025
Q2 | $127K | Sell |
430
-36
| -8% | -$9.28K | 0.04% | 148 |
|
|
2025
Q1 | $102K | Hold |
466
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $102K | Hold |
466
| – | – | 0.03% | 179 |
|
|
2024
Q3 | $103K | Buy |
+466
| New | +$91.4K | 0.03% | 184 |
|
|
2023
Q4 | – | Sell |
-1,717
| Closed | -$241K | – | 147 |
|
|
2023
Q3 | $241K | Sell |
1,717
-60
| -3% | -$8.54K | 0.06% | 130 |
|
|
2023
Q2 | $239K | Hold |
1,777
| – | – | 0.06% | 130 |
|
|
2023
Q1 | $227K | Sell |
1,777
-9,242
| -84% | -$1.24M | 0.06% | 142 |
|
|
2022
Q4 | $1.61M | Sell |
11,019
-122
| -1% | -$16.8K | 0.42% | 53 |
|
|
2022
Q3 | $1.35M | Sell |
11,141
-100
| -0.9% | -$13.1K | 0.34% | 66 |
|
|
2022
Q2 | $1.48M | Hold |
11,241
| – | – | 0.3% | 69 |
|
|
2022
Q1 | $1.46M | Buy |
11,241
+72
| +0.6% | +$9.39K | 0.24% | 70 |
|
|
2021
Q4 | $1.46M | Sell |
11,169
-1,263
| -10% | -$158K | 0.23% | 74 |
|
|
2021
Q3 | $1.65M | Sell |
12,432
-66
| -0.5% | -$8.82K | 0.26% | 66 |
|
|
2021
Q2 | $1.75M | Buy |
12,498
+667
| +6% | +$91.2K | 0.29% | 63 |
|
|
2021
Q1 | $1.51M | Sell |
11,831
-515
| -4% | -$61.6K | 0.26% | 69 |
|
|
2020
Q4 | $1.49M | Sell |
12,346
-4,596
| -27% | -$531K | 0.28% | 73 |
|
|
2020
Q3 | $1.97M | Sell |
16,942
-3,856
| -19% | -$454K | 0.43% | 64 |
|
|
2020
Q2 | $2.4M | Sell |
20,798
-3,465
| -14% | -$402K | 0.61% | 55 |
|
|
2020
Q1 | $2.57M | Sell |
24,263
-444
| -2% | -$56.1K | 0.82% | 43 |
|
|
2019
Q4 | $3.17M | Sell |
24,707
-564
| -2% | -$73.3K | 0.84% | 39 |
|
|
2019
Q3 | $3.51M | Sell |
25,271
-1,866
| -7% | -$252K | 1.04% | 33 |
|
|
2019
Q2 | $3.58M | Sell |
27,137
-436
| -2% | -$57.3K | 1.11% | 31 |
|
|
2019
Q1 | $3.72M | Buy |
27,573
+1,687
| +7% | +$215K | 1.23% | 24 |
|
|
2018
Q4 | $2.81M | Sell |
25,886
-588
| -2% | -$70.6K | 1.96% | 16 |
|
|
2018
Q3 | $3.83M | Sell |
26,474
-72
| -0.3% | -$10.1K | 2.14% | 13 |
|
|
2018
Q2 | $3.54M | Buy |
26,546
+332
| +1% | +$46.3K | 2.3% | 11 |
|
|
2018
Q1 | $3.85M | Buy |
26,214
+854
| +3% | +$129K | 2.78% | 9 |
|
|
2017
Q4 | $3.72M | Buy |
25,360
+13
| +0.1% | +$1.89K | 1.59% | 15 |
|
|
2017
Q3 | $3.52M | Buy |
25,347
+90
| +0.4% | +$12.5K | 3.4% | 7 |
|
|
2017
Q2 | $3.71M | Sell |
25,257
-3,111
| -11% | -$469K | 2.05% | 10 |
|
|
2017
Q1 | $4.72M | Buy |
28,368
+1,705
| +6% | +$286K | 2.74% | 2 |
|
|
2016
Q4 | $4.23M | Buy |
26,663
+13,412
| +101% | +$2.04M | 2.84% | 8 |
|
|
2016
Q3 | $2.01M | Buy |
13,251
+3,090
| +30% | +$469K | 1.55% | 26 |
|
|
2016
Q2 | $1.47M | Buy |
+10,161
| New | +$1.45M | 1.26% | 33 |
|
Other funds holding IBM
SMDAM
CAI
VF
FWIA
Darwin Wealth Management's IBM Position: Q2 2026 in Review
Darwin Wealth Management increased its IBM (IBM) stake by 29% in Q2 2026, buying an estimated $31.7K and bringing the position to 558 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #151.
Darwin Wealth Management first reported a position in IBM in Q2 2016 and has held it in 38 quarters since. The position peaked at $4.72M in Q1 2017. 1,333 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Darwin Wealth Management held 558 shares of IBM worth $157K as of Q2 2026.
- Darwin Wealth Management bought 126 IBM shares in Q2 2026, an estimated $31.7K.
- IBM made up 0.04% of Darwin Wealth Management's portfolio in Q2 2026, its #151 holding.
- Darwin Wealth Management first reported a position in IBM in Q2 2016 and has held it in 38 quarters since.
- Darwin Wealth Management's IBM position peaked at $4.72M in Q1 2017.
- 1,333 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.