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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McDonald Partners's IBM Position: Q1 2026 in Review

McDonald Partners increased its IBM (IBM) stake by 107% in Q1 2026, buying an estimated $3.89M and bringing the position to 27,824 shares worth $6.74M. The position accounts for 1.59% of the portfolio, ranked #15.

McDonald Partners first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • McDonald Partners held 27,824 shares of IBM worth $6.74M as of Q1 2026.
  • McDonald Partners bought 14,373 IBM shares in Q1 2026, an estimated $3.89M.
  • IBM made up 1.59% of McDonald Partners's portfolio in Q1 2026, its #15 holding.
  • McDonald Partners first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.