Mascoma Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $224K | Sell |
795
-8
| -1% | -$2.02K | 0.04% | 89 |
|
|
2026
Q1 | $195K | Sell |
803
-38
| -5% | -$10.3K | 0.04% | 93 |
|
|
2025
Q4 | $249K | Buy |
841
+10
| +1% | +$3K | 0.05% | 79 |
|
|
2025
Q3 | $235K | Hold |
831
| – | – | 0.05% | 86 |
|
|
2025
Q2 | $245K | Hold |
831
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $207K | Sell |
831
-96
| -10% | -$23.5K | 0.05% | 94 |
|
|
2024
Q4 | $204K | Buy |
927
+96
| +12% | +$21.4K | 0.05% | 93 |
|
|
2024
Q3 | $184K | Hold |
831
| – | – | 0.05% | 97 |
|
|
2024
Q2 | $144K | Sell |
831
-943
| -53% | -$164K | 0.04% | 110 |
|
|
2024
Q1 | $339K | Buy |
1,774
+1
| +0.1% | +$182 | 0.1% | 72 |
|
|
2023
Q4 | $290K | Buy |
1,773
+1
| +0.1% | +$151 | 0.09% | 79 |
|
|
2023
Q3 | $249K | Buy |
1,772
+1
| +0.1% | +$142 | 0.08% | 88 |
|
|
2023
Q2 | $258K | Sell |
1,771
-1,168
| -40% | -$151K | 0.08% | 86 |
|
|
2023
Q1 | $372K | Buy |
2,939
+51
| +2% | +$6.82K | 0.11% | 84 |
|
|
2022
Q4 | $407K | Sell |
2,888
-16
| -0.6% | -$2.21K | 0.13% | 78 |
|
|
2022
Q3 | $345K | Buy |
2,904
+1
| +0% | +$131 | 0.12% | 87 |
|
|
2022
Q2 | $410K | Buy |
2,903
+101
| +4% | +$13.6K | 0.14% | 79 |
|
|
2022
Q1 | $364K | Buy |
2,802
+18
| +0.6% | +$2.35K | 0.12% | 86 |
|
|
2021
Q4 | $372K | Sell |
2,784
-268
| -9% | -$33.6K | 0.13% | 74 |
|
|
2021
Q3 | $405K | Sell |
3,052
-46
| -1% | -$6.15K | 0.16% | 69 |
|
|
2021
Q2 | $434K | Sell |
3,098
-418
| -12% | -$57.2K | 0.19% | 66 |
|
|
2021
Q1 | $448K | Sell |
3,516
-51
| -1% | -$6.1K | 0.19% | 65 |
|
|
2020
Q4 | $429K | Buy |
+3,567
| New | +$412K | 0.21% | 60 |
|
|
2019
Q3 | $468K | Buy |
3,365
+168
| +5% | +$22.7K | 0.3% | 47 |
|
|
2019
Q2 | $421K | Buy |
3,197
+182
| +6% | +$23.9K | 0.26% | 51 |
|
|
2019
Q1 | $407K | Buy |
3,015
+1
| +0% | +$127 | 0.27% | 47 |
|
|
2018
Q4 | $328K | Buy |
3,014
+2
| +0.1% | +$240 | 0.25% | 51 |
|
|
2018
Q3 | $436K | Hold |
3,012
| – | – | 0.29% | 41 |
|
|
2018
Q2 | $402K | Buy |
3,012
+132
| +5% | +$18.4K | 0.28% | 45 |
|
|
2018
Q1 | $422K | Buy |
2,880
+1
| +0% | +$151 | 0.28% | 43 |
|
|
2017
Q4 | $438K | Buy |
2,879
+105
| +4% | +$15.3K | 0.27% | 39 |
|
|
2017
Q3 | $385K | Sell |
2,774
-213
| -7% | -$29.7K | 0.26% | 48 |
|
|
2017
Q2 | $439K | Buy |
2,987
+1,465
| +96% | +$221K | 0.3% | 41 |
|
|
2017
Q1 | $253K | Hold |
1,522
| – | – | 0.18% | 46 |
|
|
2016
Q4 | $241K | Buy |
+1,522
| New | +$232K | 0.18% | 51 |
|
Other funds holding IBM
Mascoma Wealth Management's IBM Position: Q2 2026 in Review
Mascoma Wealth Management reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $2.02K and leaving 795 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #89.
Mascoma Wealth Management first reported a position in IBM in Q4 2016 and has held it in 35 quarters since. The position peaked at $468K in Q3 2019. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Mascoma Wealth Management held 795 shares of IBM worth $224K as of Q2 2026.
- Mascoma Wealth Management sold 8 IBM shares in Q2 2026, an estimated $2.02K.
- IBM made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #89 holding.
- Mascoma Wealth Management first reported a position in IBM in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's IBM position peaked at $468K in Q3 2019.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.