MCM
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Mainstay Capital Management’s IBM IBM Stock Holding History

Mainstay 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
Q1 		$1.99M Sell
8,192
-251
-3% -$67.9K 0.15% 45
2025
Q4 		$2.5M Sell
8,443
-965
-10% -$289K 0.19% 35
2025
Q3 		$2.65M Sell
9,408
-9,804
-51% -$2.57M 0.27% 30
2025
Q2 		$5.66M Buy
19,212
+9,688
+102% +$2.5M 0.28% 28
2025
Q1 		$2.37M Sell
9,524
-174
-2% -$42.6K 0.32% 25
2024
Q4 		$2.13M Buy
9,698
+96
+1% +$21.4K 0.32% 28
2024
Q3 		$2.12M Buy
9,602
+139
+1% +$27.3K 0.36% 24
2024
Q2 		$1.64M Buy
9,463
+611
+7% +$106K 0.29% 29
2024
Q1 		$1.69M Buy
+8,852
New +$1.61M 0.32% 23
2018
Q4 		– Sell
-335
Closed -$48K – 221
2018
Q3 		$48K Hold
335
– – 0.03% 205
2018
Q2 		$45K Buy
335
+1
+0.3% +$139 0.04% 191
2018
Q1 		$49K Sell
334
-36
-10% -$5.45K 0.04% 155
2017
Q4 		$54K Buy
+370
New +$53.8K 0.04% 160

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

Mainstay Capital Management's IBM Position: Q1 2026 in Review

Mainstay Capital Management reduced its IBM (IBM) stake by 3% in Q1 2026, selling an estimated $67.9K and leaving 8,192 shares worth $1.99M. The position accounts for 0.15% of the portfolio, ranked #45.

Mainstay Capital Management first reported a position in IBM in Q4 2017 and has held it in 13 quarters since. The position peaked at $5.66M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mainstay Capital Management held 8,192 shares of IBM worth $1.99M as of Q1 2026.
  • Mainstay Capital Management sold 251 IBM shares in Q1 2026, an estimated $67.9K.
  • IBM made up 0.15% of Mainstay Capital Management's portfolio in Q1 2026, its #45 holding.
  • Mainstay Capital Management first reported a position in IBM in Q4 2017 and has held it in 13 quarters since.
  • Mainstay Capital Management's IBM position peaked at $5.66M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.