Marietta Investment Partners’s IBM IBM Stock Holding History

Marietta Investment 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 Q1	$1.56M	Buy	6,430 +70	+1%	+$18.9K	0.31%	76
2025 Q4	$1.88M	Sell	6,360 -1,121	-15%	-$336K	0.37%	66
2025 Q3	$2.11M	Buy	7,481 +16	+0.2%	+$4.19K	0.41%	64
2025 Q2	$2.2M	Buy	7,465 +869	+13%	+$224K	0.48%	53
2025 Q1	$1.64M	Buy	6,596 +220	+3%	+$53.8K	0.4%	57
2024 Q4	$1.4M	Sell	6,376 -150	-2%	-$33.4K	0.31%	66
2024 Q3	$1.44M	Sell	6,526 -400	-6%	-$78.4K	0.31%	71
2024 Q2	$1.2M	Hold	6,926	–	–	0.26%	72
2024 Q1	$1.32M	Hold	6,926	–	–	0.29%	70
2023 Q4	$1.13M	Sell	6,926 -700	-9%	-$106K	0.28%	77
2023 Q3	$1.07M	Hold	7,626	–	–	0.3%	71
2023 Q2	$1.02M	Hold	7,626	–	–	0.26%	76
2023 Q1	$1,000K	Hold	7,626	–	–	0.28%	70
2022 Q4	$1.07M	Sell	7,626 -100	-1%	-$13.8K	0.3%	71
2022 Q3	$1.06M	Hold	7,726	–	–	0.31%	66
2022 Q2	$1.09M	Sell	7,726 -1,300	-14%	-$175K	0.33%	68
2022 Q1	$1.17M	Hold	9,026	–	–	0.27%	73
2021 Q4	$1.21M	Sell	9,026 -467	-5%	-$58.6K	0.25%	82
2021 Q3	$1.26M	Hold	9,493	–	–	0.29%	77
2021 Q2	$1.33M	Buy	9,493 +52	+0.6%	+$7.11K	0.3%	70
2021 Q1	$1.2M	Hold	9,441	–	–	0.3%	72
2020 Q4	$1.14M	Hold	9,441	–	–	0.29%	70
2020 Q3	$1.1M	Sell	9,441 -168	-2%	-$19.8K	0.33%	63
2020 Q2	$1.11M	Buy	9,609 +3,818	+66%	+$443K	0.37%	59
2020 Q1	$614K	Hold	5,791	–	–	0.26%	72
2019 Q4	$742K	Sell	5,791 -1,935	-25%	-$251K	0.24%	78
2019 Q3	$1.07M	Buy	7,726 +1,883	+32%	+$254K	0.37%	62
2019 Q2	$770K	Sell	5,843 -105	-2%	-$13.8K	0.25%	78
2019 Q1	$802K	Buy	5,948 +105	+2%	+$13.4K	0.25%	78
2018 Q4	$635K	Sell	5,843 -166	-3%	-$19.9K	0.24%	76
2018 Q3	$869K	Hold	6,009	–	–	0.26%	72
2018 Q2	$803K	Sell	6,009 -49	-0.8%	-$6.83K	0.25%	77
2018 Q1	$889K	Sell	6,058 -63	-1%	-$9.53K	0.27%	76
2017 Q4	$898K	Buy	6,121 +12	+0.2%	+$1.75K	0.26%	80
2017 Q3	$847K	Buy	6,109 +99	+2%	+$13.8K	0.25%	75
2017 Q2	$884K	Hold	6,010	–	–	0.28%	70
2017 Q1	$1M	Hold	6,010	–	–	0.33%	68
2016 Q4	$954K	Hold	6,010	–	–	0.34%	66
2016 Q3	$913K	Hold	6,010	–	–	0.3%	69
2016 Q2	$872K	Hold	6,010	–	–	0.31%	68
2016 Q1	$870K	Hold	6,010	–	–	0.36%	62
2015 Q4	$791K	Hold	6,010	–	–	0.32%	72
2015 Q3	$804K	Hold	6,010	–	–	0.31%	74
2015 Q2	$935K	Hold	6,010	–	–	0.36%	62
2015 Q1	$922K	Hold	6,010	–	–	0.36%	62
2014 Q4	$922K	Hold	6,010	–	–	0.37%	57
2014 Q3	$1.09M	Hold	6,010	–	–	0.48%	50
2014 Q2	$1.04M	Sell	6,010 -105	-2%	-$18.9K	0.43%	55
2014 Q1	$1.13M	Hold	6,115	–	–	0.44%	60
2013 Q4	$1.1M	Hold	6,115	–	–	0.4%	61
2013 Q3	$1.08M	Hold	6,115	–	–	0.43%	64
2013 Q2	$1.12M	Buy	+6,115	New	+$1.19M	0.48%	59

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marietta Investment Partners's IBM Position: Q1 2026 in Review

Marietta Investment Partners increased its IBM (IBM) stake by 1.1% in Q1 2026, buying an estimated $18.9K and bringing the position to 6,430 shares worth $1.56M. The position accounts for 0.31% of the portfolio, ranked #76.

Marietta Investment Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.2M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Marietta Investment Partners held 6,430 shares of IBM worth $1.56M as of Q1 2026.
Marietta Investment Partners bought 70 IBM shares in Q1 2026, an estimated $18.9K.
IBM made up 0.31% of Marietta Investment Partners's portfolio in Q1 2026, its #76 holding.
Marietta Investment Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Marietta Investment Partners's IBM position peaked at $2.2M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.