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Dakota Wealth Management

SEC CIK
0001631353
Latest filing
Aug 7, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Dakota Wealth Management, 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)
28,576
Value
$8.04M
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of IBM by Dakota Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,576$8.04M0.2%−2,763−8.8%ReducedHolders
Q1 202631,339$7.60M0.2%−25,341−44.7%ReducedHolders
Q4 202556,680$16.8M0.3%+19,631+53.0%AddedHolders
Q3 202537,049$10.5M0.2%−43,802−54.2%ReducedHolders
Q2 202580,851$23.8M0.5%+43,662+117.4%AddedHolders
Q1 202537,189$9.25M0.2%−8,882−19.3%ReducedHolders
Q4 202446,071$10.1M0.2%−23,936−34.2%ReducedHolders
Q3 202470,007$15.5M0.4%−1,921−2.7%ReducedHolders
Q2 202471,928$12.4M0.3%−37,139−34.1%ReducedHolders
Q1 2024109,067$20.8M0.5%+101,209+1,288.0%AddedHolders
Q4 20237,858$1.29M<0.1%+2,322+41.9%AddedHolders
Q3 20235,536$776.7K<0.1%+1,492+36.9%AddedHolders
Q2 20234,044$541.1K<0.1%+1,521+60.3%AddedHolders
Q1 20232,523$330.8K<0.1%+152+6.4%AddedHolders
Q4 20222,371$334.1K<0.1%−7,639−76.3%ReducedHolders
Q3 202210,010$1.19M0.1%+10,010NewHolders