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Marino Stram & Associates’s IBM IBM Stock Holding History

Marino Stram & Associates’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 		– Sell
-675
Closed -$200K – 189
2025
Q4 		$200K Buy
+675
New +$202K 0.04% 184
2021
Q3 		– Sell
-6,157
Closed -$863K – 207
2021
Q2 		$863K Buy
+6,157
New +$842K 0.23% 86
2019
Q2 		– Sell
-672
Closed -$91K – 305
2019
Q1 		$91K Buy
672
+117
+21% +$14.9K 0.07% 124
2018
Q4 		$60K Sell
555
-105
-16% -$12.6K 0.05% 140
2018
Q3 		$95K Sell
660
-780
-54% -$109K 0.08% 130
2018
Q2 		$192K Sell
1,440
-1
-0.1% -$139 0.17% 79
2018
Q1 		$211K Sell
1,441
-537
-27% -$81.2K 0.2% 77
2017
Q4 		$290K Buy
+1,978
New +$288K 0.27% 64

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

Marino Stram & Associates's IBM Position: Q1 2026 in Review

Marino Stram & Associates sold out of IBM (IBM) in Q1 2026, closing a stake of 675 shares — an estimated $200K sold.

Marino Stram & Associates first reported a position in IBM in Q4 2017 and held it in 8 quarters. The position peaked at $863K in Q2 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Marino Stram & Associates reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Marino Stram & Associates sold 675 IBM shares in Q1 2026, an estimated $200K.
  • Marino Stram & Associates first reported a position in IBM in Q4 2017 and held it in 8 quarters.
  • Marino Stram & Associates's IBM position peaked at $863K in Q2 2021.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.