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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
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 $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

M3 Advisory Group's IBM Position: Q1 2026 in Review

M3 Advisory Group reduced its IBM (IBM) stake by 5.9% in Q1 2026, selling an estimated $14.6K and leaving 864 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #141.

M3 Advisory Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $272K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • M3 Advisory Group held 864 shares of IBM worth $209K as of Q1 2026.
  • M3 Advisory Group sold 54 IBM shares in Q1 2026, an estimated $14.6K.
  • IBM made up 0.13% of M3 Advisory Group's portfolio in Q1 2026, its #141 holding.
  • M3 Advisory Group first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • M3 Advisory Group's IBM position peaked at $272K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.