Massachusetts Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.5M | Sell |
260,190
-5,778
| -2% | -$1.56M | 0.02% | 440 |
|
|
2025
Q4 | $78.8M | Sell |
265,968
-22,175
| -8% | -$6.64M | 0.03% | 407 |
|
|
2025
Q3 | $81.3M | Sell |
288,143
-148,480
| -34% | -$38.9M | 0.03% | 396 |
|
|
2025
Q2 | $129M | Buy |
436,623
+116,109
| +36% | +$29.9M | 0.04% | 353 |
|
|
2025
Q1 | $79.7M | Buy |
320,514
+59,730
| +23% | +$14.6M | 0.03% | 408 |
|
|
2024
Q4 | $57.3M | Buy |
260,784
+165,255
| +173% | +$36.8M | 0.02% | 445 |
|
|
2024
Q3 | $21.1M | Buy |
95,529
+18,340
| +24% | +$3.6M | 0.01% | 589 |
|
|
2024
Q2 | $13.3M | Buy |
77,189
+9,155
| +13% | +$1.59M | ﹤0.01% | 618 |
|
|
2024
Q1 | $13M | Buy |
+68,034
| New | +$12.4M | ﹤0.01% | 609 |
|
|
2020
Q1 | – | Sell |
-4,188
| Closed | -$537K | – | 815 |
|
|
2019
Q4 | $537K | Sell |
4,188
-5,024
| -55% | -$653K | ﹤0.01% | 778 |
|
|
2019
Q3 | $1.28M | Sell |
9,212
-3,105
| -25% | -$419K | ﹤0.01% | 759 |
|
|
2019
Q2 | $1.62M | Buy |
12,317
+309
| +3% | +$40.6K | ﹤0.01% | 756 |
|
|
2019
Q1 | $1.62M | Sell |
12,008
-1,034
| -8% | -$132K | ﹤0.01% | 742 |
|
|
2018
Q4 | $1.42M | Sell |
13,042
-3,620
| -22% | -$434K | ﹤0.01% | 740 |
|
|
2018
Q3 | $2.41M | Sell |
16,662
-1,423,701
| -99% | -$199M | ﹤0.01% | 702 |
|
|
2018
Q2 | $192M | Sell |
1,440,363
-292,076
| -17% | -$40.7M | 0.08% | 199 |
|
|
2018
Q1 | $254M | Sell |
1,732,439
-1,100,619
| -39% | -$167M | 0.11% | 177 |
|
|
2017
Q4 | $416M | Sell |
2,833,058
-924,044
| -25% | -$134M | 0.17% | 138 |
|
|
2017
Q3 | $521M | Sell |
3,757,102
-155,559
| -4% | -$21.7M | 0.23% | 112 |
|
|
2017
Q2 | $575M | Sell |
3,912,661
-46,430
| -1% | -$7M | 0.26% | 106 |
|
|
2017
Q1 | $659M | Buy |
3,959,091
+260,180
| +7% | +$43.6M | 0.31% | 97 |
|
|
2016
Q4 | $587M | Sell |
3,698,911
-107,385
| -3% | -$16.4M | 0.29% | 101 |
|
|
2016
Q3 | $578M | Sell |
3,806,296
-874,983
| -19% | -$133M | 0.28% | 98 |
|
|
2016
Q2 | $679M | Sell |
4,681,279
-820,747
| -15% | -$117M | 0.34% | 84 |
|
|
2016
Q1 | $797M | Sell |
5,502,026
-325,748
| -6% | -$41.6M | 0.41% | 72 |
|
|
2015
Q4 | $767M | Sell |
5,827,774
-139,095
| -2% | -$18.7M | 0.41% | 74 |
|
|
2015
Q3 | $827M | Sell |
5,966,869
-217,941
| -4% | -$32.2M | 0.46% | 58 |
|
|
2015
Q2 | $962M | Sell |
6,184,810
-107,482
| -2% | -$17.3M | 0.49% | 54 |
|
|
2015
Q1 | $965M | Buy |
6,292,292
+33,203
| +0.5% | +$5.04M | 0.49% | 54 |
|
|
2014
Q4 | $960M | Sell |
6,259,089
-1,192,938
| -16% | -$190M | 0.49% | 56 |
|
|
2014
Q3 | $1.35B | Sell |
7,452,027
-109,889
| -1% | -$20M | 0.72% | 37 |
|
|
2014
Q2 | $1.31B | Sell |
7,561,916
-267,153
| -3% | -$48.1M | 0.68% | 39 |
|
|
2014
Q1 | $1.44B | Buy |
7,829,069
+153,150
| +2% | +$27M | 0.79% | 33 |
|
|
2013
Q4 | $1.38B | Buy |
7,675,919
+389,884
| +5% | +$67.2M | 0.77% | 34 |
|
|
2013
Q3 | $1.29B | Buy |
7,286,035
+462,164
| +7% | +$84M | 0.8% | 33 |
|
|
2013
Q2 | $1.25B | Buy |
+6,823,871
| New | +$1.33B | 0.84% | 31 |
|
Other funds holding IBM
VCM
VPM
Massachusetts Financial Services's IBM Position: Q1 2026 in Review
Massachusetts Financial Services reduced its IBM (IBM) stake by 2.2% in Q1 2026, selling an estimated $1.56M and leaving 260,190 shares worth $63.5M. The position accounts for 0.02% of the portfolio, ranked #440.
Massachusetts Financial Services first reported a position in IBM in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.44B in Q1 2014. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Massachusetts Financial Services held 260,190 shares of IBM worth $63.5M as of Q1 2026.
- Massachusetts Financial Services sold 5,778 IBM shares in Q1 2026, an estimated $1.56M.
- IBM made up 0.02% of Massachusetts Financial Services's portfolio in Q1 2026, its #440 holding.
- Massachusetts Financial Services first reported a position in IBM in Q2 2013 and has held it in 36 quarters since.
- Massachusetts Financial Services's IBM position peaked at $1.44B in Q1 2014.
- 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.