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M3 Advisory Group’s IBM IBM Stock Holding History

M3 Advisory Group’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
Q2 		$273K Buy
970
+106
+12% +$26.7K 0.14% 121
2026
Q1 		$209K Sell
864
-54
-6% -$14.6K 0.13% 141
2025
Q4 		$272K Buy
918
+51
+6% +$15.3K 0.17% 100
2025
Q3 		$245K Sell
867
-13
-1% -$3.4K 0.15% 122
2025
Q2 		$259K Buy
880
+61
+7% +$15.7K 0.18% 107
2025
Q1 		$204K Buy
+819
New +$200K 0.16% 134

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M3 Advisory Group's IBM Position: Q2 2026 in Review

M3 Advisory Group increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $26.7K and bringing the position to 970 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #121.

M3 Advisory Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • M3 Advisory Group held 970 shares of IBM worth $273K as of Q2 2026.
  • M3 Advisory Group bought 106 IBM shares in Q2 2026, an estimated $26.7K.
  • IBM made up 0.14% of M3 Advisory Group's portfolio in Q2 2026, its #121 holding.
  • M3 Advisory Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.