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 		$141K Sell
500
-147,500
-100% -$37.2M ﹤0.01% 2882
2026
Q1 		$35.9M Buy
+148,000
New +$40M 0.04% 480
2024
Q4 		– Sell
-255,000
Closed -$56.4M – 2766
2024
Q3 		$56.4M Buy
255,000
+110,000
+76% +$21.6M 0.07% 248
2024
Q2 		$25.1M Buy
+145,000
New +$25.2M 0.03% 432
2023
Q2 		– Sell
-119,900
Closed -$15.7M – 2671
2023
Q1 		$15.7M Buy
+119,900
New +$16M 0.03% 550
2021
Q4 		– Sell
-64,747
Closed -$8.21M – 4044
2021
Q3 		$8.21M Buy
+64,747
New +$8.66M 0.03% 669
2021
Q2 		– Sell
-13,598
Closed -$1.73M – 2831
2021
Q1 		$1.73M Buy
+13,598
New +$1.63M 0.01% 1394

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.