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
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.