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Burns Matteson Capital Management’s IBM IBM Stock Holding History

Burns Matteson Capital Management’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 		– Sell
-2,181
Closed -$646K – 216
2025
Q4 		$646K Buy
2,181
+1,000
+85% +$299K 0.23% 67
2025
Q3 		$333K Sell
1,181
-10
-0.8% -$2.62K 0.13% 139
2025
Q2 		$351K Buy
+1,191
New +$307K 0.17% 123

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

Burns Matteson Capital Management's IBM Position: Q1 2026 in Review

Burns Matteson Capital Management sold out of IBM (IBM) in Q1 2026, closing a stake of 2,181 shares — an estimated $646K sold.

Burns Matteson Capital Management first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $646K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Burns Matteson Capital Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 2,181 IBM shares in Q1 2026, an estimated $646K.
  • Burns Matteson Capital Management first reported a position in IBM in Q2 2025 and held it in 3 quarters.
  • Burns Matteson Capital Management's IBM position peaked at $646K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Burns Matteson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.