Marshall Wace
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Marshall Wace’s IBM IBM Stock Holding History

Marshall Wace’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 		$1.18M Buy
+4,200
New +$1.06M ﹤0.01% 2116
2024
Q1 		– Sell
-66,100
Closed -$10.8M – 2606
2023
Q4 		$10.8M Buy
+66,100
New +$9.99M 0.02% 667
2023
Q2 		– Sell
-34,200
Closed -$4.48M – 2670
2023
Q1 		$4.48M Buy
+34,200
New +$4.58M 0.01% 1053
2021
Q4 		– Sell
-16,108
Closed -$2.04M – 4043
2021
Q3 		$2.04M Sell
16,108
-3,766
-19% -$503K 0.01% 1528
2021
Q2 		$2.79M Sell
19,874
-70,814
-78% -$9.68M 0.01% 1202
2021
Q1 		$11.6M Buy
+90,688
New +$10.9M 0.05% 388

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

Marshall Wace's IBM Position: Q2 2026 in Review

Marshall Wace increased its IBM (IBM) stake by 491% in Q2 2026, buying an estimated $356M and bringing the position to 1,702,963 shares worth $479M. The position accounts for 0.38% of the portfolio, ranked #27.

Marshall Wace first reported a position in IBM in Q1 2014 and has held it in 29 quarters since. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Marshall Wace held 1,702,963 shares of IBM worth $479M as of Q2 2026.
  • Marshall Wace bought 1,414,891 IBM shares in Q2 2026, an estimated $356M.
  • IBM made up 0.38% of Marshall Wace's portfolio in Q2 2026, its #27 holding.
  • Marshall Wace first reported a position in IBM in Q1 2014 and has held it in 29 quarters since.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.