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Donaldson Capital Management’s IBM IBM Stock Holding History

Donaldson Capital 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
Q1 		$38.3M Sell
157,859
-3,636
-2% -$984K 1.24% 28
2025
Q4 		$47.8M Buy
161,495
+677
+0.4% +$203K 1.52% 23
2025
Q3 		$45.4M Buy
160,818
+150,831
+1,510% +$39.5M 1.44% 28
2025
Q2 		$2.94M Buy
9,987
+220
+2% +$56.7K 0.11% 91
2025
Q1 		$2.43M Buy
9,767
+343
+4% +$83.9K 0.09% 96
2024
Q4 		$2.07M Sell
9,424
-137
-1% -$30.5K 0.08% 104
2024
Q3 		$2.11M Sell
9,561
-363
-4% -$71.2K 0.08% 98
2024
Q2 		$1.72M Sell
9,924
-988
-9% -$172K 0.07% 106
2024
Q1 		$2.08M Sell
10,912
-36
-0.3% -$6.57K 0.09% 94
2023
Q4 		$1.79M Sell
10,948
-179
-2% -$27K 0.08% 94
2023
Q3 		$1.56M Buy
11,127
+805
+8% +$115K 0.07% 98
2023
Q2 		$1.38M Sell
10,322
-710
-6% -$91.6K 0.06% 95
2023
Q1 		$1.45M Buy
11,032
+851
+8% +$114K 0.07% 98
2022
Q4 		$1.43M Buy
10,181
+358
+4% +$49.4K 0.07% 98
2022
Q3 		$1.17M Buy
9,823
+57
+0.6% +$7.48K 0.06% 98
2022
Q2 		$1.38M Buy
9,766
+836
+9% +$113K 0.07% 96
2022
Q1 		$1.16M Buy
8,930
+944
+12% +$123K 0.05% 114
2021
Q4 		$1.07M Sell
7,986
-791
-9% -$99.2K 0.05% 122
2021
Q3 		$1.17M Sell
8,777
-1,878
-18% -$251K 0.06% 105
2021
Q2 		$1.49M Buy
10,655
+838
+9% +$115K 0.08% 95
2021
Q1 		$1.25M Sell
9,817
-104
-1% -$12.4K 0.07% 99
2020
Q4 		$1.19M Sell
9,921
-390
-4% -$45.1K 0.07% 94
2020
Q3 		$1.2M Sell
10,311
-158
-2% -$18.6K 0.08% 87
2020
Q2 		$1.21M Sell
10,469
-291
-3% -$33.8K 0.09% 86
2020
Q1 		$1.14M Buy
10,760
+210
+2% +$26.6K 0.1% 87
2019
Q4 		$1.35M Sell
10,550
-3,057
-22% -$397K 0.09% 88
2019
Q3 		$1.89M Sell
13,607
-1,358
-9% -$183K 0.14% 75
2019
Q2 		$1.97M Sell
14,965
-135,191
-90% -$17.8M 0.16% 63
2019
Q1 		$20.3M Buy
150,156
+18,668
+14% +$2.38M 1.8% 30
2018
Q4 		$14.3M Sell
131,488
-26,293
-17% -$3.16M 1.46% 29
2018
Q3 		$22.8M Buy
157,781
+1,326
+0.8% +$185K 1.99% 28
2018
Q2 		$20.9M Buy
156,455
+360
+0.2% +$50.2K 2.04% 28
2018
Q1 		$22.9M Buy
156,095
+32,998
+27% +$4.99M 2.25% 23
2017
Q4 		$18.1M Sell
123,097
-16,461
-12% -$2.39M 1.76% 28
2017
Q3 		$19.4M Sell
139,558
-3,172
-2% -$442K 2.03% 28
2017
Q2 		$21M Sell
142,730
-1,241
-0.9% -$187K 2.38% 22
2017
Q1 		$24M Buy
143,971
+5,891
+4% +$988K 2.78% 16
2016
Q4 		$21.9M Buy
138,080
+13,329
+11% +$2.03M 2.7% 18
2016
Q3 		$18.9M Buy
124,751
+118,437
+1,876% +$18M 2.51% 21
2016
Q2 		$916K Buy
6,314
+191
+3% +$27.3K 0.13% 69
2016
Q1 		$887K Buy
6,123
+703
+13% +$89.8K 0.13% 67
2015
Q4 		$713K Sell
5,420
-163
-3% -$21.9K 0.1% 74
2015
Q3 		$774K Sell
5,583
-104
-2% -$15.4K 0.12% 72
2015
Q2 		$884K Sell
5,687
-31
-0.5% -$4.98K 0.13% 70
2015
Q1 		$877K Sell
5,718
-794
-12% -$120K 0.12% 67
2014
Q4 		$999K Sell
6,512
-752
-10% -$120K 0.15% 64
2014
Q3 		$1.32M Sell
7,264
-244
-3% -$44.5K 0.21% 59
2014
Q2 		$1.3M Sell
7,508
-21
-0.3% -$3.78K 0.21% 56
2014
Q1 		$1.39M Sell
7,529
-2,772
-27% -$488K 0.25% 52
2013
Q4 		$1.85M Sell
10,301
-53,186
-84% -$9.17M 0.36% 45
2013
Q3 		$11.2M Sell
63,487
-837
-1% -$152K 2.38% 24
2013
Q2 		$11.8M Buy
+64,324
New +$12.5M 2.66% 18

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

Donaldson Capital Management's IBM Position: Q1 2026 in Review

Donaldson Capital Management reduced its IBM (IBM) stake by 2.3% in Q1 2026, selling an estimated $984K and leaving 157,859 shares worth $38.3M. The position accounts for 1.24% of the portfolio, ranked #28.

Donaldson Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.8M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Donaldson Capital Management held 157,859 shares of IBM worth $38.3M as of Q1 2026.
  • Donaldson Capital Management sold 3,636 IBM shares in Q1 2026, an estimated $984K.
  • IBM made up 1.24% of Donaldson Capital Management's portfolio in Q1 2026, its #28 holding.
  • Donaldson Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Donaldson Capital Management's IBM position peaked at $47.8M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.