DayMark Wealth Partners, LLC Adds to IBM Corp Holdings in Latest 13F Filing

DayMark Wealth Partners, LLC Adds to IBM Corp Holdings in Latest 13F Filing

DayMark Wealth Partners, LLC has made a notable adjustment to its portfolio, according to its latest SEC 13F filing. The firm increased its position in IBM Corp (NYSE: IBM) by adding 1,050 shares during the most recent reporting period, reflecting a strategic move in the computer industry sector.

Deep Dive into the Trade

The additional 1,050 shares bring DayMark Wealth Partners, LLC's total holdings in IBM Corp to a market value of $31.71 million. This position now represents 1.37% of the firm's overall portfolio. Despite the increase in shares, the percentage change in the position size remained flat at 0.0%, suggesting that the adjustment aligns with broader portfolio rebalancing efforts rather than a significant strategic shift. IBM Corp, a key player in the computer industry, continues to attract institutional attention for its innovative solutions and stable market presence.

Market Context (FAQ)

Why is DayMark Wealth Partners, LLC adjusting its position in IBM Corp? The decision to increase holdings in IBM Corp likely reflects confidence in the company's long-term performance within the computer industry. IBM's consistent dividend payouts and focus on hybrid cloud and AI solutions make it an attractive choice for institutional investors.

How much of IBM Corp does DayMark Wealth Partners, LLC own? DayMark Wealth Partners, LLC's holdings represent approximately 0.01% of IBM Corp's total shares outstanding. While this is a relatively small ownership stake, it signifies the firm's ongoing interest in the company's growth potential.

Portfolio Impact

With IBM Corp now accounting for 1.37% of DayMark Wealth Partners, LLC's portfolio, the move underlines the firm's balanced approach to sector allocation. The computer industry continues to be a critical area of focus, and this adjustment reinforces their confidence in IBM's market position.

For a complete view of DayMark Wealth Partners, LLC's real-time portfolio and historical 13F data, view their full profile here.