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M Holdings Securities’s IBM IBM Stock Holding History

M Holdings Securities’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 		$6.37M Buy
27,576
+6,073
+28% +$1.64M 0.43% 50
2025
Q4 		$6.37M Buy
21,503
+9,050
+73% +$2.71M 0.46% 42
2025
Q3 		$3.51M Buy
+12,453
New +$3.26M 0.74% 24
2025
Q2 		– Sell
-12,883
Closed -$3.2M – 174
2025
Q1 		$3.2M Buy
12,883
+746
+6% +$182K 0.53% 40
2024
Q4 		$2.67M Buy
+12,137
New +$2.7M 0.43% 51
2024
Q3 		– Sell
-1,473
Closed -$252K – 195
2024
Q2 		$252K Sell
1,473
-13,787
-90% -$2.4M 0.03% 255
2024
Q1 		$2.91M Sell
15,260
-931
-6% -$170K 0.49% 43
2023
Q4 		$2.65M Buy
+16,191
New +$2.45M 0.3% 63
2023
Q3 		– Sell
-6,819
Closed -$912K – 239
2023
Q2 		$912K Sell
6,819
-7,256
-52% -$936K 0.19% 75
2023
Q1 		$1.84M Buy
14,075
+231
+2% +$30.9K 0.19% 93
2022
Q4 		$1.95M Sell
13,844
-2,278
-14% -$314K 0.21% 96
2022
Q3 		$1.92M Buy
16,122
+155
+1% +$20.3K 0.21% 89
2022
Q2 		$2.25M Buy
15,967
+171
+1% +$23.1K 0.23% 86
2022
Q1 		$2.05M Buy
+15,796
New +$2.06M 0.16% 103
2021
Q2 		$2.3M Buy
16,436
+283
+2% +$38.7K 0.23% 98
2021
Q1 		$2.06M Buy
16,153
+517
+3% +$61.9K 0.19% 112
2020
Q4 		$1.88M Buy
+15,636
New +$1.81M 0.24% 91
2020
Q2 		– Sell
-20,421
Closed -$2.17M – 193
2020
Q1 		$2.17M Buy
+20,421
New +$2.58M 0.32% 87
2019
Q2 		– Sell
-6,164
Closed -$832K – 245
2019
Q1 		$832K Sell
6,164
-284
-4% -$36.2K 0.19% 133
2018
Q4 		$701K Buy
6,448
+178
+3% +$21.4K 0.22% 126
2018
Q3 		$906K Buy
6,270
+14
+0.2% +$1.96K 0.24% 111
2018
Q2 		$836K Buy
6,256
+132
+2% +$18.4K 0.23% 124
2018
Q1 		$898K Sell
6,124
-615
-9% -$93K 0.27% 116
2017
Q4 		$988K Buy
6,739
+10
+0.1% +$1.45K 0.3% 98
2017
Q3 		$933K Buy
6,729
+49
+0.7% +$6.83K 0.29% 96
2017
Q2 		$982K Buy
6,680
+1,400
+27% +$211K 0.34% 84
2017
Q1 		$879K Sell
5,280
-3,663
-41% -$614K 0.34% 87
2016
Q4 		$1.42M Buy
8,943
+1,173
+15% +$179K 0.49% 44
2016
Q3 		$1.18M Sell
7,770
-161
-2% -$24.4K 0.54% 43
2016
Q2 		$1.15M Sell
7,931
-101
-1% -$14.5K 0.59% 41
2016
Q1 		$1.16M Hold
8,032
– – 0.71% 36
2015
Q4 		$1.06M Sell
8,032
-607
-7% -$81.5K 0.71% 37
2015
Q3 		$1.2M Sell
8,639
-178
-2% -$26.3K 0.85% 26
2015
Q2 		$1.37M Hold
8,817
– – 0.92% 29
2015
Q1 		$1.35M Sell
8,817
-89
-1% -$13.5K 0.88% 29
2014
Q4 		$1.37M Buy
8,906
+795
+10% +$126K 0.89% 28
2014
Q3 		$1.43M Buy
8,111
+614
+8% +$112K 0.8% 27
2014
Q2 		$1.3M Buy
7,497
+5,151
+220% +$927K 0.83% 35
2014
Q1 		$432K Sell
2,346
-4,523
-66% -$796K 0.45% 59
2013
Q4 		$1.23M Buy
+6,869
New +$1.18M 0.88% 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

M Holdings Securities's IBM Position: Q1 2026 in Review

M Holdings Securities increased its IBM (IBM) stake by 28% in Q1 2026, buying an estimated $1.64M and bringing the position to 27,576 shares worth $6.37M. The position accounts for 0.43% of the portfolio, ranked #50.

M Holdings Securities first reported a position in IBM in Q4 2013 and has held it in 40 quarters since. The position peaked at $6.37M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • M Holdings Securities held 27,576 shares of IBM worth $6.37M as of Q1 2026.
  • M Holdings Securities bought 6,073 IBM shares in Q1 2026, an estimated $1.64M.
  • IBM made up 0.43% of M Holdings Securities's portfolio in Q1 2026, its #50 holding.
  • M Holdings Securities first reported a position in IBM in Q4 2013 and has held it in 40 quarters since.
  • M Holdings Securities's IBM position peaked at $6.37M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.