Mackenzie Financial
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Mackenzie Financial’s IBM IBM Stock Holding History

Mackenzie Financial’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 		$207M Sell
853,976
-203,759
-19% -$55.1M 0.25% 85
2025
Q4 		$319M Buy
1,057,735
+39,325
+4% +$11.8M 0.38% 58
2025
Q3 		$287M Sell
1,018,410
-281,648
-22% -$73.7M 0.35% 70
2025
Q2 		$383M Buy
1,300,058
+261,631
+25% +$67.4M 0.5% 50
2025
Q1 		$258M Buy
1,038,427
+595,194
+134% +$146M 0.37% 76
2024
Q4 		$97.4M Buy
443,233
+42,557
+11% +$9.48M 0.13% 150
2024
Q3 		$88.6M Buy
400,676
+10,826
+3% +$2.12M 0.12% 151
2024
Q2 		$67.4M Sell
389,850
-61,975
-14% -$10.8M 0.1% 177
2024
Q1 		$86.3M Buy
451,825
+35,300
+8% +$6.44M 0.12% 154
2023
Q4 		$68.1M Sell
416,525
-49,310
-11% -$7.45M 0.1% 168
2023
Q3 		$65.4M Buy
465,835
+47,509
+11% +$6.76M 0.11% 162
2023
Q2 		$55.9M Buy
418,326
+79,609
+24% +$10.3M 0.08% 198
2023
Q1 		$44.4M Buy
338,717
+84,600
+33% +$11.3M 0.07% 239
2022
Q4 		$35.8M Buy
254,117
+93,572
+58% +$12.9M 0.06% 242
2022
Q3 		$19.1M Sell
160,545
-105,388
-40% -$13.8M 0.03% 320
2022
Q2 		$37.5M Buy
265,933
+37,873
+17% +$5.11M 0.06% 244
2022
Q1 		$29.7M Buy
228,060
+11,767
+5% +$1.53M 0.04% 290
2021
Q4 		$28.9M Buy
216,293
+5,567
+3% +$698K 0.04% 304
2021
Q3 		$26.7M Buy
210,726
+21,443
+11% +$2.87M 0.04% 304
2021
Q2 		$26.5M Sell
189,283
-26,942
-12% -$3.68M 0.04% 299
2021
Q1 		$27.5M Sell
216,225
-9,194
-4% -$1.1M 0.04% 276
2020
Q4 		$27.1M Buy
225,419
+27,892
+14% +$3.22M 0.06% 232
2020
Q3 		$23M Sell
197,527
-15,062
-7% -$1.77M 0.06% 222
2020
Q2 		$24.5M Sell
212,589
-7,103
-3% -$825K 0.07% 213
2020
Q1 		$23.3M Sell
219,692
-55,260
-20% -$6.99M 0.07% 206
2019
Q4 		$35.2M Buy
274,952
+36,705
+15% +$4.77M 0.09% 200
2019
Q3 		$33.1M Buy
238,247
+22,262
+10% +$3M 0.09% 198
2019
Q2 		$28.5M Sell
215,985
-72,183
-25% -$9.48M 0.07% 213
2019
Q1 		$38.9M Buy
288,168
+212,834
+283% +$27.1M 0.09% 201
2018
Q4 		$8.19M Sell
75,334
-261,173
-78% -$31.3M 0.02% 407
2018
Q3 		$48.6M Sell
336,507
-318,568
-49% -$44.5M 0.12% 169
2018
Q2 		$87.5M Sell
655,075
-24,990
-4% -$3.49M 0.22% 115
2018
Q1 		$99.8M Sell
680,065
-3,064
-0.4% -$464K 0.25% 86
2017
Q4 		$100M Buy
683,129
+42,467
+7% +$6.18M 0.24% 86
2017
Q3 		$88.9M Buy
640,662
+19,856
+3% +$2.77M 0.48% 50
2017
Q2 		$91.3M Buy
620,806
+1,046
+0.2% +$158K 0.51% 46
2017
Q1 		$103M Sell
619,760
-6,069
-1% -$1.02M 0.6% 37
2016
Q4 		$99.3M Sell
625,829
-30,169
-5% -$4.6M 0.59% 39
2016
Q3 		$99.6M Buy
655,998
+297,013
+83% +$45.1M 0.62% 46
2016
Q2 		$52.1M Buy
358,985
+352,186
+5,180% +$50.4M 0.29% 88
2016
Q1 		$984K Sell
6,799
-4,658
-41% -$595K 0.01% 515
2015
Q4 		$1.51M Hold
11,457
– – 0.01% 466
2015
Q3 		$1.59M Sell
11,457
-1,077
-9% -$159K 0.01% 454
2015
Q2 		$1.95M Sell
12,534
-329
-3% -$52.9K 0.01% 434
2015
Q1 		$1.97M Buy
12,863
+224
+2% +$34K 0.01% 431
2014
Q4 		$1.94M Sell
12,639
-36
-0.3% -$5.73K 0.01% 423
2014
Q3 		$2.3M Buy
12,675
+1,090
+9% +$199K 0.01% 381
2014
Q2 		$2.01M Sell
11,585
-85,141
-88% -$15.3M 0.01% 415
2014
Q1 		$17.8M Sell
96,726
-73,134
-43% -$12.9M 0.09% 200
2013
Q4 		$30.5M Sell
169,860
-244,364
-59% -$42.1M 0.15% 144
2013
Q3 		$73.3M Buy
414,224
+117,238
+39% +$21.3M 0.37% 64
2013
Q2 		$54.3M Buy
+296,986
New +$57.8M 0.26% 99

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

Mackenzie Financial's IBM Position: Q1 2026 in Review

Mackenzie Financial reduced its IBM (IBM) stake by 19% in Q1 2026, selling an estimated $55.1M and leaving 853,976 shares worth $207M. The position accounts for 0.25% of the portfolio, ranked #85.

Mackenzie Financial first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $383M in Q2 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mackenzie Financial held 853,976 shares of IBM worth $207M as of Q1 2026.
  • Mackenzie Financial sold 203,759 IBM shares in Q1 2026, an estimated $55.1M.
  • IBM made up 0.25% of Mackenzie Financial's portfolio in Q1 2026, its #85 holding.
  • Mackenzie Financial first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Mackenzie Financial's IBM position peaked at $383M in Q2 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.