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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
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 $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

Davis Investment Partners's IBM Position: Q1 2026 in Review

Davis Investment Partners reduced its IBM (IBM) stake by 7.8% in Q1 2026, selling an estimated $47.1K and leaving 2,054 shares worth $498K. The position accounts for 0.18% of the portfolio, ranked #109.

Davis Investment Partners first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $650K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Davis Investment Partners held 2,054 shares of IBM worth $498K as of Q1 2026.
  • Davis Investment Partners sold 174 IBM shares in Q1 2026, an estimated $47.1K.
  • IBM made up 0.18% of Davis Investment Partners's portfolio in Q1 2026, its #109 holding.
  • Davis Investment Partners first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Davis Investment Partners's IBM position peaked at $650K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.