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McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

IBM holding history

International Business Machines Corp in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
12,077
Value
$3.40M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of IBM by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,077$3.40M0.8%−15,747−56.6%ReducedHolders
Q1 202627,824$6.74M1.6%+14,373+106.9%AddedHolders
Q4 202513,451$3.98M1.3%−1,089−7.5%ReducedHolders
Q3 202514,540$4.10M1.2%−3,288−18.4%ReducedHolders
Q2 202517,828$5.27M1.3%−203−1.1%ReducedHolders
Q1 202518,031$4.50M1.2%−695−3.7%ReducedHolders
Q4 202418,726$4.12M1.1%+329+1.8%AddedHolders
Q3 202418,397$4.07M1.0%+215+1.2%AddedHolders
Q2 202418,182$3.14M0.8%+111+0.6%AddedHolders
Q1 202418,071$3.45M0.9%−3,459−16.1%ReducedHolders
Q4 202321,530$3.52M1.0%+1,396+6.9%AddedHolders
Q3 202320,134$2.82M0.9%+1,002+5.2%AddedHolders
Q2 202319,132$2.56M0.8%+341+1.8%AddedHolders
Q1 202318,791$2.46M0.8%+529+2.9%AddedHolders
Q4 202218,262$2.57M0.9%−142−0.8%ReducedHolders
Q3 202218,404$2.19M0.8%−4,994−21.3%ReducedHolders
Q2 202223,398$3.30M0.8%+2,321+11.0%AddedHolders
Q1 202221,077$2.74M0.6%+21,077NewHolders
Q4 20210$00.0%−12,849−100.0%Sold outHolders
Q3 202112,849$1.78M0.4%−1,938−13.1%ReducedHolders
Q2 202114,787$2.17M0.5%+1,179+8.7%AddedHolders
Q1 202113,608$1.81M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.