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Davis Investment Partners’s IBM IBM Stock Holding History

Davis Investment Partners’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 		$524K Sell
1,865
-189
-9% -$47.6K 0.16% 101
2026
Q1 		$498K Sell
2,054
-174
-8% -$47.1K 0.18% 109
2025
Q4 		$650K Buy
2,228
+10
+0.5% +$3K 0.23% 75
2025
Q3 		$635K Hold
2,218
– – 0.22% 74
2025
Q2 		$647K Buy
2,218
+21
+1% +$5.41K 0.23% 83
2025
Q1 		$525K Buy
2,197
+11
+0.5% +$2.69K 0.23% 87
2024
Q4 		$481K Buy
2,186
+12
+0.6% +$2.67K 0.2% 76
2024
Q3 		$478K Buy
2,174
+14
+0.6% +$2.75K 0.2% 79
2024
Q2 		$394K Buy
2,160
+16
+0.7% +$2.78K 0.16% 85
2024
Q1 		$400K Buy
2,144
+13
+0.6% +$2.37K 0.17% 85
2023
Q4 		$343K Buy
2,131
+17
+0.8% +$2.57K 0.17% 84
2023
Q3 		$299K Buy
+2,114
New +$301K 0.16% 83

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

Davis Investment Partners's IBM Position: Q2 2026 in Review

Davis Investment Partners reduced its IBM (IBM) stake by 9.2% in Q2 2026, selling an estimated $47.6K and leaving 1,865 shares worth $524K. The position accounts for 0.16% of the portfolio, ranked #101.

Davis Investment Partners first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $650K in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Davis Investment Partners held 1,865 shares of IBM worth $524K as of Q2 2026.
  • Davis Investment Partners sold 189 IBM shares in Q2 2026, an estimated $47.6K.
  • IBM made up 0.16% of Davis Investment Partners's portfolio in Q2 2026, its #101 holding.
  • Davis Investment Partners first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Davis Investment Partners's IBM position peaked at $650K in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.