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MA Private Wealth’s IBM IBM Stock Holding History

MA Private Wealth’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 		$551K Sell
1,960
-17
-0.9% -$4.28K 0.08% 65
2026
Q1 		$479K Sell
1,977
-224
-10% -$60.6K 0.08% 68
2025
Q4 		$652K Sell
2,201
-41
-2% -$12.3K 0.11% 59
2025
Q3 		$633K Buy
2,242
+34
+2% +$8.9K 0.11% 58
2025
Q2 		$651K Hold
2,208
– – 0.12% 58
2025
Q1 		$549K Buy
2,208
+77
+4% +$18.8K 0.1% 56
2024
Q4 		$468K Buy
2,131
+828
+64% +$184K 0.09% 54
2024
Q3 		$288K Hold
1,303
– – 0.05% 63
2024
Q2 		$225K Hold
1,303
– – 0.04% 72
2024
Q1 		$249K Hold
1,303
– – 0.05% 65
2023
Q4 		$213K Buy
+1,303
New +$197K 0.05% 73
2023
Q1 		– Sell
-2,128
Closed -$300K – 73
2022
Q4 		$300K Buy
2,128
+9
+0.4% +$1.24K 0.07% 70
2022
Q3 		$281K Buy
2,119
+10
+0.5% +$1.31K 0.07% 60
2022
Q2 		$289K Buy
2,109
+145
+7% +$19.6K 0.07% 59
2022
Q1 		$255K Buy
1,964
+21
+1% +$2.74K 0.05% 79
2021
Q4 		$260K Sell
1,943
-362
-16% -$45.4K 0.05% 83
2021
Q3 		$306K Buy
2,305
+19
+0.8% +$2.54K 0.06% 72
2021
Q2 		$320K Buy
2,286
+18
+0.8% +$2.46K 0.06% 73
2021
Q1 		$289K Buy
+2,268
New +$271K 0.06% 74
2020
Q4 		– Sell
-2,225
Closed -$259K – 75
2020
Q3 		$259K Buy
2,225
+22
+1% +$2.59K 0.06% 71
2020
Q2 		$254K Buy
2,203
+19
+0.9% +$2.21K 0.06% 72
2020
Q1 		$232K Buy
2,184
+20
+0.9% +$2.53K 0.07% 75
2019
Q4 		$277K Buy
+2,164
New +$281K 0.09% 59
2019
Q2 		– Sell
-1,663
Closed -$224K – 91
2019
Q1 		$224K Sell
1,663
-1,352
-45% -$172K 0.07% 88
2018
Q4 		$328K Buy
+3,015
New +$362K 0.12% 73

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

MA Private Wealth's IBM Position: Q2 2026 in Review

MA Private Wealth reduced its IBM (IBM) stake by 0.86% in Q2 2026, selling an estimated $4.28K and leaving 1,960 shares worth $551K. The position accounts for 0.08% of the portfolio, ranked #65.

MA Private Wealth first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. The position peaked at $652K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MA Private Wealth held 1,960 shares of IBM worth $551K as of Q2 2026.
  • MA Private Wealth sold 17 IBM shares in Q2 2026, an estimated $4.28K.
  • IBM made up 0.08% of MA Private Wealth's portfolio in Q2 2026, its #65 holding.
  • MA Private Wealth first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
  • MA Private Wealth's IBM position peaked at $652K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.