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DLK Investment Management’s IBM IBM Stock Holding History

DLK Investment Management’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
Q3 		$748K Buy
3,401
+507
+18% +$120K 0.27% 47
2026
Q2 		$501K Sell
2,894
-156
-5% -$39.3K 0.21% 54
2026
Q1 		$739K Sell
3,050
-100
-3% -$27.1K 0.29% 44
2025
Q4 		$933K Hold
3,150
– – 0.35% 43
2025
Q3 		$889K Buy
3,150
+256
+9% +$67K 0.33% 44
2025
Q2 		$853K Hold
2,894
– – 0.32% 45
2025
Q1 		$720K Hold
2,894
– – 0.3% 44
2024
Q4 		$636K Hold
2,894
– – 0.27% 45
2024
Q3 		$640K Hold
2,894
– – 0.25% 51
2024
Q2 		$501K Hold
2,894
– – 0.21% 55
2024
Q1 		$553K Sell
2,894
-100
-3% -$18.2K 0.23% 51
2023
Q4 		$490K Buy
+2,994
New +$452K 0.22% 54

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DLK Investment Management's IBM Position: Q3 2026 in Review

DLK Investment Management increased its IBM (IBM) stake by 18% in Q3 2026, buying an estimated $120K and bringing the position to 3,401 shares worth $748K. The position accounts for 0.27% of the portfolio, ranked #47.

DLK Investment Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $933K in Q4 2025. 191 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • DLK Investment Management held 3,401 shares of IBM worth $748K as of Q3 2026.
  • DLK Investment Management bought 507 IBM shares in Q3 2026, an estimated $120K.
  • IBM made up 0.27% of DLK Investment Management's portfolio in Q3 2026, its #47 holding.
  • DLK Investment Management first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • DLK Investment Management's IBM position peaked at $933K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.