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MASECO Private Wealth’s IBM IBM Stock Holding History

MASECO Private Wealth’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 		$68.6K Buy
244
+174
+249% +$43.8K ﹤0.01% 156
2026
Q1 		$17K Sell
70
-109
-61% -$29.5K ﹤0.01% 204
2025
Q4 		$53K Buy
+179
New +$53.6K ﹤0.01% 171
2025
Q3 		– Sell
-665
Closed -$196K – 376
2025
Q2 		$196K Buy
+665
New +$171K 0.01% 103

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 $3.38T AUM 44.17% 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

MASECO Private Wealth's IBM Position: Q2 2026 in Review

MASECO Private Wealth increased its IBM (IBM) stake by 249% in Q2 2026, buying an estimated $43.8K and bringing the position to 244 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

MASECO Private Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $196K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MASECO Private Wealth held 244 shares of IBM worth $68.6K as of Q2 2026.
  • MASECO Private Wealth bought 174 IBM shares in Q2 2026, an estimated $43.8K.
  • IBM made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #156 holding.
  • MASECO Private Wealth first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's IBM position peaked at $196K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.