Marquette Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $250K | Buy |
889
+100
| +13% | +$25.2K | 0.03% | 85 |
|
|
2026
Q1 | $191K | Sell |
789
-90
| -10% | -$24.4K | 0.03% | 55 |
|
|
2025
Q4 | $260K | Sell |
879
-125
| -12% | -$37.4K | 0.04% | 52 |
|
|
2025
Q3 | $283K | Buy |
1,004
+242
| +32% | +$63.3K | 0.04% | 48 |
|
|
2025
Q2 | $225K | Hold |
762
| – | – | 0.04% | 47 |
|
|
2025
Q1 | $189K | Hold |
762
| – | – | 0.03% | 60 |
|
|
2024
Q4 | $168K | Sell |
762
-87
| -10% | -$19.4K | 0.03% | 100 |
|
|
2024
Q3 | $188K | Buy |
849
+91
| +12% | +$17.8K | 0.03% | 106 |
|
|
2024
Q2 | $131K | Hold |
758
| – | – | 0.02% | 90 |
|
|
2024
Q1 | $145K | Sell |
758
-200
| -21% | -$36.5K | 0.03% | 89 |
|
|
2023
Q4 | $157K | Sell |
958
-108
| -10% | -$16.3K | 0.03% | 86 |
|
|
2023
Q3 | $150K | Sell |
1,066
-400
| -27% | -$56.9K | 0.04% | 82 |
|
|
2023
Q2 | $196K | Hold |
1,466
| – | – | 0.05% | 79 |
|
|
2023
Q1 | $192K | Hold |
1,466
| – | – | 0.05% | 83 |
|
|
2022
Q4 | $207K | Buy |
1,466
+455
| +45% | +$62.8K | 0.06% | 68 |
|
|
2022
Q3 | $120K | Sell |
1,011
-5
| -0.5% | -$656 | 0.04% | 93 |
|
|
2022
Q2 | $143K | Buy |
1,016
+54
| +6% | +$7.29K | 0.04% | 97 |
|
|
2022
Q1 | $125K | Buy |
962
+636
| +195% | +$82.9K | 0.03% | 123 |
|
|
2021
Q4 | $44K | Sell |
326
-85
| -21% | -$10.7K | 0.01% | 194 |
|
|
2021
Q3 | $55K | Hold |
411
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $58K | Buy |
411
+70
| +21% | +$9.57K | 0.01% | 160 |
|
|
2021
Q1 | $43K | Buy |
+341
| New | +$40.8K | 0.01% | 167 |
|
|
2015
Q3 | – | Sell |
-1,297
| Closed | -$202K | – | 86 |
|
|
2015
Q2 | $202K | Buy |
+1,297
| New | +$208K | 0.08% | 85 |
|
|
2015
Q1 | – | Sell |
-1,312
| Closed | -$201K | – | 90 |
|
|
2014
Q4 | $201K | Hold |
1,312
| – | – | 0.08% | 89 |
|
|
2014
Q3 | $238K | Hold |
1,312
| – | – | 0.1% | 76 |
|
|
2014
Q2 | $227K | Hold |
1,312
| – | – | 0.09% | 76 |
|
|
2014
Q1 | $241K | Sell |
1,312
-52
| -4% | -$9.15K | 0.1% | 74 |
|
|
2013
Q4 | $245K | Buy |
1,364
+12
| +0.9% | +$2.07K | 0.1% | 70 |
|
|
2013
Q3 | $239K | Hold |
1,352
| – | – | 0.11% | 68 |
|
|
2013
Q2 | $247K | Buy |
+1,352
| New | +$263K | 0.12% | 63 |
|
Other funds holding IBM
Marquette Asset Management's IBM Position: Q2 2026 in Review
Marquette Asset Management increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $25.2K and bringing the position to 889 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #85.
Marquette Asset Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $283K in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Marquette Asset Management held 889 shares of IBM worth $250K as of Q2 2026.
- Marquette Asset Management bought 100 IBM shares in Q2 2026, an estimated $25.2K.
- IBM made up 0.03% of Marquette Asset Management's portfolio in Q2 2026, its #85 holding.
- Marquette Asset Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
- Marquette Asset Management's IBM position peaked at $283K in Q3 2025.
- 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.