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MAS Advisors’s IBM IBM Stock Holding History

MAS Advisors’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
2025
Q3 		$491K Sell
1,739
-5
-0.3% -$1.31K 0.78% 28
2025
Q2 		$514K Buy
1,744
+5
+0.3% +$1.29K 0.84% 27
2025
Q1 		$432K Hold
1,739
– – 0.66% 28
2024
Q4 		$382K Hold
1,739
– – 0.64% 38
2024
Q3 		$384K Hold
1,739
– – 0.82% 47
2024
Q2 		$301K Buy
1,739
+100
+6% +$17.4K 0.72% 49
2024
Q1 		$313K Buy
+1,639
New +$299K 0.36% 52

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MAS Advisors's IBM Position: Q3 2025 in Review

MAS Advisors reduced its IBM (IBM) stake by 0.29% in Q3 2025, selling an estimated $1.31K and leaving 1,739 shares worth $491K. The position accounts for 0.78% of the portfolio, ranked #28.

MAS Advisors first reported a position in IBM in Q1 2024 and has held it in 7 quarters since. The position peaked at $514K in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • MAS Advisors held 1,739 shares of IBM worth $491K as of Q3 2025.
  • MAS Advisors sold 5 IBM shares in Q3 2025, an estimated $1.31K.
  • IBM made up 0.78% of MAS Advisors's portfolio in Q3 2025, its #28 holding.
  • MAS Advisors first reported a position in IBM in Q1 2024 and has held it in 7 quarters since.
  • MAS Advisors's IBM position peaked at $514K in Q2 2025.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.