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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
Q2 		$30.7M Buy
109,035
+822
+0.8% +$207K 0.75% 33
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
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

Daymark Wealth Partners's IBM Position: Q2 2026 in Review

Daymark Wealth Partners increased its IBM (IBM) stake by 0.76% in Q2 2026, buying an estimated $207K and bringing the position to 109,035 shares worth $30.7M. The position accounts for 0.75% of the portfolio, ranked #33.

Daymark Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.1M in Q4 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Daymark Wealth Partners held 109,035 shares of IBM worth $30.7M as of Q2 2026.
  • Daymark Wealth Partners bought 822 IBM shares in Q2 2026, an estimated $207K.
  • IBM made up 0.75% of Daymark Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Daymark Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's IBM position peaked at $32.1M in Q4 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.