Marietta Wealth Management’s IBM IBM Stock Holding History

Marietta Wealth 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	$1.01M	Buy	3,579 +127	+4%	+$32K	0.1%	90
2026 Q1	$837K	Buy	3,452 +1,376	+66%	+$372K	0.1%	93
2025 Q4	$615K	Hold	2,076	–	–	0.07%	101
2025 Q3	$586K	Hold	2,076	–	–	0.07%	100
2025 Q2	$612K	Hold	2,076	–	–	0.08%	93
2025 Q1	$516K	Sell	2,076 -19	-0.9%	-$4.65K	0.08%	93
2024 Q4	$461K	Buy	2,095 +19	+0.9%	+$4.23K	0.07%	95
2024 Q3	$459K	Hold	2,076	–	–	0.07%	94
2024 Q2	$359K	Hold	2,076	–	–	0.06%	100
2024 Q1	$396K	Hold	2,076	–	–	0.07%	95
2023 Q4	$340K	Hold	2,076	–	–	0.06%	98
2023 Q3	$291K	Hold	2,076	–	–	0.06%	96
2023 Q2	$278K	Hold	2,076	–	–	0.05%	102
2023 Q1	$272K	Hold	2,076	–	–	0.06%	102
2022 Q4	$292K	Hold	2,076	–	–	0.07%	102
2022 Q3	$247K	Hold	2,076	–	–	0.06%	100
2022 Q2	$293K	Hold	2,076	–	–	0.07%	102
2022 Q1	$270K	Hold	2,076	–	–	0.06%	104
2021 Q4	$277K	Sell	2,076 -95	-4%	-$11.9K	0.06%	110
2021 Q3	$288K	Buy	+2,171	New	+$290K	0.06%	107
2020 Q3	–	Sell	-3,774	Closed	-$436K	–	108
2020 Q2	$436K	Sell	3,774 -431	-10%	-$50.1K	0.15%	90
2020 Q1	$446K	Buy	+4,205	New	+$532K	0.17%	89
2017 Q4	–	Sell	-1,577	Closed	-$219K	–	116
2017 Q3	$219K	Sell	1,577 -5,558	-78%	-$774K	0.12%	111
2017 Q2	$1.05M	Buy	7,135 +161	+2%	+$24.3K	0.64%	61
2017 Q1	$1.16M	Sell	6,974 -30	-0.4%	-$5.03K	0.77%	55
2016 Q4	$1.11M	Buy	+7,004	New	+$1.07M	0.89%	47

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marietta Wealth Management's IBM Position: Q2 2026 in Review

Marietta Wealth Management increased its IBM (IBM) stake by 3.7% in Q2 2026, buying an estimated $32K and bringing the position to 3,579 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #90.

Marietta Wealth Management first reported a position in IBM in Q4 2016 and has held it in 26 quarters since. The position peaked at $1.16M in Q1 2017. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Marietta Wealth Management held 3,579 shares of IBM worth $1.01M as of Q2 2026.
Marietta Wealth Management bought 127 IBM shares in Q2 2026, an estimated $32K.
IBM made up 0.1% of Marietta Wealth Management's portfolio in Q2 2026, its #90 holding.
Marietta Wealth Management first reported a position in IBM in Q4 2016 and has held it in 26 quarters since.
Marietta Wealth Management's IBM position peaked at $1.16M in Q1 2017.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.