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McDonald Partners’s IBM IBM Stock Holding History

McDonald 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
Q2 		$3.4M Sell
12,077
-15,747
-57% -$3.97M 0.82% 32
2026
Q1 		$6.74M Buy
27,824
+14,373
+107% +$3.89M 1.59% 15
2025
Q4 		$3.98M Sell
13,451
-1,089
-7% -$326K 1.26% 17
2025
Q3 		$4.1M Sell
14,540
-3,288
-18% -$861K 1.22% 19
2025
Q2 		$5.27M Sell
17,828
-203
-1% -$52.3K 1.26% 15
2025
Q1 		$4.5M Sell
18,031
-695
-4% -$170K 1.17% 17
2024
Q4 		$4.12M Buy
18,726
+329
+2% +$73.3K 1.05% 22
2024
Q3 		$4.07M Buy
18,397
+215
+1% +$42.2K 1.02% 27
2024
Q2 		$3.14M Buy
18,182
+111
+0.6% +$19.3K 0.84% 32
2024
Q1 		$3.45M Sell
18,071
-3,459
-16% -$631K 0.95% 29
2023
Q4 		$3.52M Buy
21,530
+1,396
+7% +$211K 1.05% 22
2023
Q3 		$2.82M Buy
20,134
+1,002
+5% +$143K 0.92% 30
2023
Q2 		$2.56M Buy
19,132
+341
+2% +$44K 0.78% 36
2023
Q1 		$2.46M Buy
18,791
+529
+3% +$70.8K 0.8% 35
2022
Q4 		$2.57M Sell
18,262
-142
-0.8% -$19.6K 0.88% 32
2022
Q3 		$2.19M Sell
18,404
-4,994
-21% -$655K 0.83% 33
2022
Q2 		$3.3M Buy
23,398
+2,321
+11% +$313K 0.84% 26
2022
Q1 		$2.74M Buy
+21,077
New +$2.75M 0.6% 43
2021
Q4 		– Sell
-13,440
Closed -$1.78M – 625
2021
Q3 		$1.78M Sell
13,440
-2,027
-13% -$271K 0.42% 68
2021
Q2 		$2.17M Buy
15,467
+1,233
+9% +$169K 0.51% 51
2021
Q1 		$1.81M Sell
14,234
-943
-6% -$113K 0.47% 63
2020
Q4 		$1.83M Buy
+15,177
New +$1.75M 0.51% 58

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McDonald Partners's IBM Position: Q2 2026 in Review

McDonald Partners reduced its IBM (IBM) stake by 57% in Q2 2026, selling an estimated $3.97M and leaving 12,077 shares worth $3.4M. The position accounts for 0.82% of the portfolio, ranked #32.

McDonald Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.74M in Q1 2026. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McDonald Partners held 12,077 shares of IBM worth $3.4M as of Q2 2026.
  • McDonald Partners sold 15,747 IBM shares in Q2 2026, an estimated $3.97M.
  • IBM made up 0.82% of McDonald Partners's portfolio in Q2 2026, its #32 holding.
  • McDonald Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's IBM position peaked at $6.74M in Q1 2026.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.