Marshall Wace’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.8M | Buy |
288,072
+256,492
| +812% | +$69.4M | 0.07% | 257 |
|
|
2025
Q4 | $9.35M | Sell |
31,580
-1,048,061
| -97% | -$314M | 0.01% | 897 |
|
|
2025
Q3 | $305M | Buy |
+1,079,641
| New | +$283M | 0.31% | 37 |
|
|
2025
Q2 | – | Sell |
-688,352
| Closed | -$171M | – | 2904 |
|
|
2025
Q1 | $171M | Buy |
+688,352
| New | +$168M | 0.22% | 71 |
|
|
2024
Q2 | – | Sell |
-120,582
| Closed | -$21M | – | 2719 |
|
|
2024
Q1 | $23M | Sell |
120,582
-306,464
| -72% | -$55.9M | 0.04% | 464 |
|
|
2023
Q4 | $69.8M | Sell |
427,046
-546,209
| -56% | -$82.5M | 0.12% | 172 |
|
|
2023
Q3 | $137M | Sell |
973,255
-241,558
| -20% | -$34.4M | 0.28% | 65 |
|
|
2023
Q2 | $163M | Buy |
1,214,813
+642,298
| +112% | +$82.9M | 0.32% | 53 |
|
|
2023
Q1 | $75.1M | Buy |
572,515
+472,355
| +472% | +$63.2M | 0.16% | 134 |
|
|
2022
Q4 | $14.1M | Buy |
100,160
+53,569
| +115% | +$7.39M | 0.03% | 623 |
|
|
2022
Q3 | $5.53M | Buy |
46,591
+29,493
| +172% | +$3.87M | 0.01% | 1302 |
|
|
2022
Q2 | $2.42M | Sell |
17,098
-482,380
| -97% | -$65.1M | 0.01% | 1866 |
|
|
2022
Q1 | $64.9M | Sell |
499,478
-856,850
| -63% | -$112M | 0.12% | 173 |
|
|
2021
Q4 | $181M | Buy |
1,356,328
+947,520
| +232% | +$119M | 0.33% | 41 |
|
|
2021
Q3 | $54.3M | Sell |
408,808
-286,541
| -41% | -$38.3M | 0.23% | 74 |
|
|
2021
Q2 | $97.4M | Buy |
695,349
+525,419
| +309% | +$71.8M | 0.44% | 33 |
|
|
2021
Q1 | $21.6M | Buy |
+169,930
| New | +$20.3M | 0.1% | 202 |
|
|
2020
Q2 | – | Sell |
-2,314
| Closed | -$245K | – | 1734 |
|
|
2020
Q1 | $245K | Buy |
+2,314
| New | +$293K | ﹤0.01% | 1144 |
|
|
2019
Q2 | – | Sell |
-51,018
| Closed | -$6.88M | – | 1561 |
|
|
2019
Q1 | $6.88M | Buy |
+51,018
| New | +$6.5M | 0.06% | 369 |
|
|
2018
Q3 | – | Sell |
-18,673
| Closed | -$2.49M | – | 1208 |
|
|
2018
Q2 | $2.49M | Sell |
18,673
-32,450
| -63% | -$4.53M | 0.04% | 391 |
|
|
2018
Q1 | $7.5M | Buy |
+51,123
| New | +$7.73M | 0.31% | 82 |
|
|
2017
Q1 | – | Sell |
-14,303
| Closed | -$2.27M | – | 510 |
|
|
2016
Q4 | $2.27M | Buy |
+14,303
| New | +$2.18M | 0.01% | 611 |
|
|
2016
Q3 | – | Sell |
-2,092
| Closed | -$304K | – | 1029 |
|
|
2016
Q2 | $304K | Buy |
+2,092
| New | +$299K | ﹤0.01% | 896 |
|
|
2016
Q1 | – | Sell |
-3,818
| Closed | -$502K | – | 1097 |
|
|
2015
Q4 | $502K | Sell |
3,818
-152,485
| -98% | -$20.5M | ﹤0.01% | 804 |
|
|
2015
Q3 | $21.7M | Buy |
+156,303
| New | +$23.1M | 0.27% | 96 |
|
|
2015
Q1 | – | Sell |
-22,449
| Closed | -$3.44M | – | 860 |
|
|
2014
Q4 | $3.44M | Buy |
+22,449
| New | +$3.57M | 0.05% | 371 |
|
|
2014
Q3 | – | Sell |
-71,534
| Closed | -$12.4M | – | 947 |
|
|
2014
Q2 | $12.4M | Buy |
71,534
+60,028
| +522% | +$10.8M | 0.18% | 158 |
|
|
2014
Q1 | $2.12M | Buy |
+11,506
| New | +$2.03M | 0.04% | 348 |
|
Other funds holding IBM
VCM
VPM
Marshall Wace's IBM Position: Q1 2026 in Review
Marshall Wace increased its IBM (IBM) stake by 812% in Q1 2026, buying an estimated $69.4M and bringing the position to 288,072 shares worth $69.8M. The position accounts for 0.07% of the portfolio, ranked #257.
Marshall Wace first reported a position in IBM in Q1 2014 and has held it in 28 quarters since. The position peaked at $305M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Marshall Wace held 288,072 shares of IBM worth $69.8M as of Q1 2026.
- Marshall Wace bought 256,492 IBM shares in Q1 2026, an estimated $69.4M.
- IBM made up 0.07% of Marshall Wace's portfolio in Q1 2026, its #257 holding.
- Marshall Wace first reported a position in IBM in Q1 2014 and has held it in 28 quarters since.
- Marshall Wace's IBM position peaked at $305M in Q3 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.