MWM
IBM icon

Marietta Wealth Management’s IBM IBM Stock Holding History

Marietta Wealth 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 		$837K Buy
3,452
+1,376
+66% +$372K 0.1% 93
2025
Q4 		$615K Hold
2,076
– – 0.07% 101
2025
Q3 		$586K Hold
2,076
– – 0.07% 100
2025
Q2 		$612K Hold
2,076
– – 0.08% 93
2025
Q1 		$516K Sell
2,076
-19
-0.9% -$4.65K 0.08% 93
2024
Q4 		$461K Buy
2,095
+19
+0.9% +$4.23K 0.07% 95
2024
Q3 		$459K Hold
2,076
– – 0.07% 94
2024
Q2 		$359K Hold
2,076
– – 0.06% 100
2024
Q1 		$396K Hold
2,076
– – 0.07% 95
2023
Q4 		$340K Hold
2,076
– – 0.06% 98
2023
Q3 		$291K Hold
2,076
– – 0.06% 96
2023
Q2 		$278K Hold
2,076
– – 0.05% 102
2023
Q1 		$272K Hold
2,076
– – 0.06% 102
2022
Q4 		$292K Hold
2,076
– – 0.07% 102
2022
Q3 		$247K Hold
2,076
– – 0.06% 100
2022
Q2 		$293K Hold
2,076
– – 0.07% 102
2022
Q1 		$270K Hold
2,076
– – 0.06% 104
2021
Q4 		$277K Sell
2,076
-95
-4% -$11.9K 0.06% 110
2021
Q3 		$288K Buy
+2,171
New +$290K 0.06% 107
2020
Q3 		– Sell
-3,774
Closed -$436K – 108
2020
Q2 		$436K Sell
3,774
-431
-10% -$50.1K 0.15% 90
2020
Q1 		$446K Buy
+4,205
New +$532K 0.17% 89
2017
Q4 		– Sell
-1,577
Closed -$219K – 116
2017
Q3 		$219K Sell
1,577
-5,558
-78% -$774K 0.12% 111
2017
Q2 		$1.05M Buy
7,135
+161
+2% +$24.3K 0.64% 61
2017
Q1 		$1.16M Sell
6,974
-30
-0.4% -$5.03K 0.77% 55
2016
Q4 		$1.11M Buy
+7,004
New +$1.07M 0.89% 47

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

Marietta Wealth Management's IBM Position: Q1 2026 in Review

Marietta Wealth Management increased its IBM (IBM) stake by 66% in Q1 2026, buying an estimated $372K and bringing the position to 3,452 shares worth $837K. The position accounts for 0.1% of the portfolio, ranked #93.

Marietta Wealth Management first reported a position in IBM in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.16M in Q1 2017. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Marietta Wealth Management held 3,452 shares of IBM worth $837K as of Q1 2026.
  • Marietta Wealth Management bought 1,376 IBM shares in Q1 2026, an estimated $372K.
  • IBM made up 0.1% of Marietta Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Marietta Wealth Management first reported a position in IBM in Q4 2016 and has held it in 25 quarters since.
  • Marietta Wealth Management's IBM position peaked at $1.16M in Q1 2017.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.