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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

DLK Investment Management's IBM Position: Q2 2026 in Review

DLK Investment Management reduced its IBM (IBM) stake by 5.1% in Q2 2026, selling an estimated $39.3K and leaving 2,894 shares worth $501K. The position accounts for 0.21% of the portfolio, ranked #54.

DLK Investment Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $933K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

DLK Investment Management held 2,894 shares of IBM worth $501K as of Q2 2026.
DLK Investment Management sold 156 IBM shares in Q2 2026, an estimated $39.3K.
IBM made up 0.21% of DLK Investment Management's portfolio in Q2 2026, its #54 holding.
DLK Investment Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
DLK Investment Management's IBM position peaked at $933K in Q4 2025.
1,057 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.