Daymark Wealth Partners’s IBM IBM Stock Holding History

Daymark Wealth 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	$26.2M	Sell	108,213 -203	-0.2%	-$54.9K	0.82%	26
2025 Q4	$32.1M	Buy	108,416 +1,051	+1%	+$315K	1.02%	20
2025 Q3	$30.3M	Buy	107,365 +1,550	+1%	+$406K	1.03%	18
2025 Q2	$31.2M	Sell	105,815 -1,841	-2%	-$474K	1.19%	13
2025 Q1	$26.8M	Sell	107,656 -101,064	-48%	-$24.7M	1.15%	14
2024 Q4	$24M	Sell	208,720 -4,298	-2%	-$957K	1.01%	17
2024 Q3	$25.1M	Buy	213,018 +1,527	+0.7%	+$299K	1.06%	16
2024 Q2	$19.4M	Buy	211,491 +30,969	+17%	+$5.38M	0.89%	22
2024 Q1	$15.5M	Sell	180,522 -266	-0.1%	-$48.5K	0.83%	29
2023 Q4	$13.3M	Sell	180,788 -105	-0.1%	-$15.9K	0.82%	30
2023 Q3	$11.4M	Buy	180,893 +107,762	+147%	+$15.3M	0.79%	30
2023 Q2	$9.79M	Buy	73,131 +35,637	+95%	+$4.6M	0.73%	38
2023 Q1	$4.92M	Buy	37,494 +1,842	+5%	+$246K	0.65%	34
2022 Q4	$5.02M	Buy	+35,652	New	+$4.92M	0.89%	29

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daymark Wealth Partners's IBM Position: Q1 2026 in Review

Daymark Wealth Partners reduced its IBM (IBM) stake by 0.19% in Q1 2026, selling an estimated $54.9K and leaving 108,213 shares worth $26.2M. The position accounts for 0.82% of the portfolio, ranked #26.

Daymark Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.1M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Daymark Wealth Partners held 108,213 shares of IBM worth $26.2M as of Q1 2026.
Daymark Wealth Partners sold 203 IBM shares in Q1 2026, an estimated $54.9K.
IBM made up 0.82% of Daymark Wealth Partners's portfolio in Q1 2026, its #26 holding.
Daymark Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's IBM position peaked at $32.1M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.