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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

MASECO Private Wealth's IBM Position: Q1 2026 in Review

MASECO Private Wealth reduced its IBM (IBM) stake by 61% in Q1 2026, selling an estimated $29.5K and leaving 70 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #204.

MASECO Private Wealth first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. The position peaked at $196K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MASECO Private Wealth held 70 shares of IBM worth $17K as of Q1 2026.
  • MASECO Private Wealth sold 109 IBM shares in Q1 2026, an estimated $29.5K.
  • IBM made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #204 holding.
  • MASECO Private Wealth first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's IBM position peaked at $196K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.