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MAI Capital Management’s IBM IBM Stock Holding History

MAI Capital Management’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 		– Hold
0
– – – 1820
2026
Q1 		– Hold
0
– – – 1477
2025
Q4 		– Hold
0
– – – 1157
2025
Q3 		– Hold
0
– – – 1134
2025
Q2 		– Hold
0
– – – 1410
2025
Q1 		– Hold
0
– – – 1540
2024
Q4 		– Hold
0
– – – 1845
2021
Q2 		– Sell
-1,046
Closed -$133K – 822
2021
Q1 		$133K Hold
1,046
– – ﹤0.01% 682
2020
Q4 		$126K Buy
+1,046
New +$121K ﹤0.01% 642

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

MAI Capital Management's IBM Position: Q2 2026 in Review

MAI Capital Management increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $6.69M and bringing the position to 113,698 shares worth $32M. The position accounts for 0.12% of the portfolio, ranked #162.

MAI Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MAI Capital Management held 113,698 shares of IBM worth $32M as of Q2 2026.
  • MAI Capital Management bought 26,547 IBM shares in Q2 2026, an estimated $6.69M.
  • IBM made up 0.12% of MAI Capital Management's portfolio in Q2 2026, its #162 holding.
  • MAI Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.