Mason & Associates (Virginia)’s IBM IBM Stock Holding History

Mason & Associates (Virginia)’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	$262K	Hold	932	–	–	0.05%	39
2026 Q1	$226K	Hold	932	–	–	0.05%	41
2025 Q4	$276K	Hold	932	–	–	0.06%	35
2025 Q3	$275K	Hold	932	–	–	0.07%	34
2025 Q2	$275K	Sell	932 -7	-0.7%	-$1.8K	0.07%	34
2025 Q1	$233K	Hold	939	–	–	0.07%	38
2024 Q4	$206K	Hold	939	–	–	0.06%	37
2024 Q3	$208K	Buy	+939	New	+$184K	0.06%	37
2024 Q2	–	Sell	-13,829	Closed	-$2.64M	–	56
2024 Q1	$2.64M	Buy	+13,829	New	+$2.52M	2.01%	18

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mason & Associates (Virginia)'s IBM Position: Q2 2026 in Review

Mason & Associates (Virginia) held its IBM (IBM) position steady in Q2 2026 at 932 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #39.

Mason & Associates (Virginia) first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.64M in Q1 2024. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Mason & Associates (Virginia) held 932 shares of IBM worth $262K as of Q2 2026.
Mason & Associates (Virginia) left its IBM share count unchanged in Q2 2026.
IBM made up 0.05% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #39 holding.
Mason & Associates (Virginia) first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Mason & Associates (Virginia)'s IBM position peaked at $2.64M in Q1 2024.
984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.