SEC 13F Intelligence

Mcdonald Partners LLC / IBM

Mcdonald Partners LLC’s International Business Machs Position

Does Mcdonald Partners LLC own International Business Machs (IBM)? Yes27.8K shares worth $7M (+1.59% of its 13F portfolio) as of Q1 2026, up from 13.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
27.8K
% of Portfolio
+1.59%
Quarters Held
21
currently held

Position History IBM

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.8K$7M+1.59%
Q4 202513.5K$4M+1.26%
Q3 202514.5K$4M+1.22%
Q2 202517.8K$5M+1.26%
Q1 202518.0K$4M+1.17%
Q4 202418.7K$4M+1.05%
Q3 202418.4K$4M+1.02%
Q2 202418.2K$3M+0.84%
Q1 202418.1K$3M+0.95%
Q4 202321.5K$4M+1.05%
Q3 202320.1K$3M+0.92%
Q2 202319.1K$3M+0.78%
Q1 202318.8K$2M+0.80%
Q4 202218.3K$3M+0.88%
Q3 202218.4K$2M+0.83%
Q2 202223.4K$3M+0.84%
Q1 202221.1K$3M+0.60%
Q3 202112.8K$2M+0.42%
Q2 202115.0K$2M+0.41%
Q1 202113.9K$2M+0.37%
Q4 202014.5K$2M+0.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of IBM.