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J.P. Marvel Investment Advisors’s IBM IBM Stock Holding History

J.P. Marvel Investment Advisors’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 		$5.61M Buy
23,156
+37
+0.2% +$10K 0.8% 31
2025
Q4 		$6.85M Hold
23,119
– – 0.95% 24
2025
Q3 		$6.52M Buy
23,119
+17
+0.1% +$4.45K 0.95% 25
2025
Q2 		$6.81M Buy
23,102
+387
+2% +$99.7K 1.1% 25
2025
Q1 		$5.65M Hold
22,715
– – 0.98% 30
2024
Q4 		$4.99M Sell
22,715
-240
-1% -$53.5K 0.82% 32
2024
Q3 		$5.07M Sell
22,955
-100
-0.4% -$19.6K 0.83% 32
2024
Q2 		$3.99M Hold
23,055
– – 0.65% 41
2024
Q1 		$4.4M Buy
23,055
+3,200
+16% +$584K 0.76% 39
2023
Q4 		$3.25M Sell
19,855
-20
-0.1% -$3.02K 0.64% 39
2023
Q3 		$2.79M Sell
19,875
-130
-0.6% -$18.5K 0.6% 41
2023
Q2 		$2.68M Sell
20,005
-180
-0.9% -$23.2K 0.56% 44
2023
Q1 		$2.65M Hold
20,185
– – 0.6% 41
2022
Q4 		$2.84M Hold
20,185
– – 0.67% 40
2022
Q3 		$2.4M Sell
20,185
-160
-0.8% -$21K 0.61% 42
2022
Q2 		$2.87M Sell
20,345
-100
-0.5% -$13.5K 0.69% 39
2022
Q1 		$2.66M Sell
20,445
-1,105
-5% -$144K 0.54% 44
2021
Q4 		$2.88M Sell
21,550
-1,221
-5% -$153K 0.56% 40
2021
Q3 		$3.02M Hold
22,771
– – 0.91% 30
2021
Q2 		$3.19M Buy
22,771
+575
+3% +$78.6K 0.68% 40
2021
Q1 		$2.83M Sell
22,196
-377
-2% -$45.1K 0.67% 41
2020
Q4 		$2.72M Buy
22,573
+419
+2% +$48.4K 0.7% 40
2020
Q3 		$2.58M Sell
22,154
-94
-0.4% -$11.1K 0.74% 40
2020
Q2 		$2.57M Hold
22,248
– – 0.81% 39
2020
Q1 		$2.36M Sell
22,248
-2,103
-9% -$266K 0.89% 36
2019
Q4 		$3.12M Sell
24,351
-5,434
-18% -$706K 0.9% 41
2019
Q3 		$4.14M Buy
+29,785
New +$4.02M 1.33% 34
2019
Q1 		$3.93M Hold
29,128
– – 1.27% 35
2018
Q4 		$3.17M Buy
+29,128
New +$3.5M 1.14% 35
2018
Q2 		$3.89M Sell
29,133
-105
-0.4% -$14.6K 1.19% 37
2018
Q1 		$4.29M Buy
29,238
+63
+0.2% +$9.53K 1.32% 32
2017
Q4 		$4.28M Buy
29,175
+42
+0.1% +$6.11K 1.3% 35
2017
Q3 		$4.04M Sell
29,133
-113
-0.4% -$15.7K 1.29% 34
2017
Q2 		$4.3M Sell
29,246
-5
-0% -$754 1.42% 32
2017
Q1 		$4.87M Buy
29,251
+1,660
+6% +$278K 1.61% 23
2016
Q4 		$4.38M Buy
27,591
+732
+3% +$112K 1.5% 28
2016
Q3 		$4.08M Buy
26,859
+8,804
+49% +$1.34M 1.45% 31
2016
Q2 		$2.62M Sell
18,055
-870
-5% -$125K 0.92% 41
2016
Q1 		$2.74M Sell
18,925
-141
-0.7% -$18K 0.99% 39
2015
Q4 		$2.51M Buy
+19,066
New +$2.56M 0.87% 41
2015
Q2 		$3.11M Hold
19,997
– – 1.05% 38
2015
Q1 		$3.07M Hold
19,997
– – 1.04% 38
2014
Q4 		$3.07M Sell
19,997
-5,942
-23% -$945K 1.07% 37
2014
Q3 		$4.71M Sell
25,939
-287
-1% -$52.3K 1.7% 22
2014
Q2 		$4.54M Buy
26,226
+3,394
+15% +$611K 1.55% 26
2014
Q1 		$4.2M Buy
22,832
+2,971
+15% +$523K 1.48% 26
2013
Q4 		$3.56M Hold
19,861
– – 1.27% 36
2013
Q3 		$3.52M Sell
19,861
-105
-0.5% -$19.1K 1.36% 30
2013
Q2 		$3.65M Buy
+19,966
New +$3.89M 1.52% 29

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

J.P. Marvel Investment Advisors's IBM Position: Q1 2026 in Review

J.P. Marvel Investment Advisors increased its IBM (IBM) stake by 0.16% in Q1 2026, buying an estimated $10K and bringing the position to 23,156 shares worth $5.61M. The position accounts for 0.8% of the portfolio, ranked #31.

J.P. Marvel Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.85M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • J.P. Marvel Investment Advisors held 23,156 shares of IBM worth $5.61M as of Q1 2026.
  • J.P. Marvel Investment Advisors bought 37 IBM shares in Q1 2026, an estimated $10K.
  • IBM made up 0.8% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • J.P. Marvel Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 49 quarters since.
  • J.P. Marvel Investment Advisors's IBM position peaked at $6.85M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.