Donoghue Forlines
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Donoghue Forlines’s IBM IBM Stock Holding History

Donoghue Forlines’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 		$1.71M Buy
7,772
+1,419
+22% +$337K 0.43% 89
2026
Q2 		$1.79M Sell
6,353
-338
-5% -$85.2K 0.46% 75
2026
Q1 		$1.62M Sell
6,691
-1,675
-20% -$453K 0.45% 89
2025
Q4 		$2.48M Buy
+8,366
New +$2.51M 0.77% 22
2025
Q2 		– Sell
-9,021
Closed -$2.24M – 116
2025
Q1 		$2.24M Buy
9,021
+2,345
+35% +$574K 0.71% 45
2024
Q4 		$1.47M Sell
6,676
-11,938
-64% -$2.66M 0.49% 89
2024
Q3 		$4.12M Buy
18,614
+947
+5% +$186K 1.17% 11
2024
Q2 		$3.06M Buy
17,667
+876
+5% +$152K 0.87% 15
2024
Q1 		$3.21M Buy
16,791
+9,149
+120% +$1.67M 0.91% 16
2023
Q4 		$1.25M Sell
7,642
-1,733
-18% -$262K 0.39% 78
2023
Q3 		$1.32M Buy
9,375
+1,625
+21% +$231K 0.47% 48
2023
Q2 		$1.04M Buy
7,750
+1,203
+18% +$155K 0.32% 74
2023
Q1 		$858K Sell
6,547
-3,080
-32% -$412K 0.31% 93
2022
Q4 		$1.36M Buy
9,627
+2,158
+29% +$298K 0.48% 52
2022
Q3 		$887K Sell
7,469
-6,554
-47% -$860K 0.32% 45
2022
Q2 		$1.98M Sell
14,023
-8,509
-38% -$1.15M 0.52% 25
2022
Q1 		$2.93M Buy
22,532
+3,014
+15% +$393K 0.63% 26
2021
Q4 		$2.61M Sell
19,518
-22
-0.1% -$2.76K 0.44% 39
2021
Q3 		$2.6M Buy
19,540
+95
+0.5% +$12.7K 0.5% 40
2021
Q2 		$2.72M Sell
19,445
-1,892
-9% -$259K 0.51% 47
2021
Q1 		$2.72M Buy
21,337
+10,303
+93% +$1.23M 0.53% 38
2020
Q4 		$1.33M Buy
+11,034
New +$1.28M 0.26% 101
2018
Q4 		– Sell
-94,752
Closed -$13.7M – 85
2018
Q3 		$13.7M Sell
94,752
-22,035
-19% -$3.08M 1.07% 34
2018
Q2 		$15.6M Sell
116,787
-707
-0.6% -$98.6K 1.29% 40
2018
Q1 		$17.2M Sell
117,494
-3,096
-3% -$468K 1.49% 24
2017
Q4 		$17.7M Buy
120,590
+1,946
+2% +$283K 1.34% 40
2017
Q3 		$16.5M Buy
118,644
+9,925
+9% +$1.38M 1.73% 35
2017
Q2 		$16M Buy
+108,719
New +$16.4M 1.81% 29

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Donoghue Forlines's IBM Position: Q3 2026 in Review

Donoghue Forlines increased its IBM (IBM) stake by 22% in Q3 2026, buying an estimated $337K and bringing the position to 7,772 shares worth $1.71M. The position accounts for 0.43% of the portfolio, ranked #89.

Donoghue Forlines first reported a position in IBM in Q2 2017 and has held it in 28 quarters since. The position peaked at $17.7M in Q4 2017. 1,774 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Donoghue Forlines held 7,772 shares of IBM worth $1.71M as of Q3 2026.
  • Donoghue Forlines bought 1,419 IBM shares in Q3 2026, an estimated $337K.
  • IBM made up 0.43% of Donoghue Forlines's portfolio in Q3 2026, its #89 holding.
  • Donoghue Forlines first reported a position in IBM in Q2 2017 and has held it in 28 quarters since.
  • Donoghue Forlines's IBM position peaked at $17.7M in Q4 2017.
  • 1,774 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.