Massachusetts Financial Services
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Massachusetts Financial Services’s IBM IBM Stock Holding History

Massachusetts Financial Services’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
2015
Q1 		– Sell
-21,861
Closed -$3.35M – 892
2014
Q4 		$3.35M Sell
21,861
-16,527
-43% -$2.63M ﹤0.01% 710
2014
Q3 		$6.97M Sell
38,388
-4,812
-11% -$877K ﹤0.01% 642
2014
Q2 		$7.49M Sell
43,200
-8,159
-16% -$1.47M ﹤0.01% 632
2014
Q1 		$9.45M Buy
51,359
+1,256
+3% +$221K 0.01% 589
2013
Q4 		$8.98M Buy
+50,103
New +$8.64M 0.01% 569

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 $3.37T AUM 44.26% 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

Massachusetts Financial Services's IBM Position: Q2 2026 in Review

Massachusetts Financial Services sold out of IBM (IBM) in Q2 2026, closing a stake of 260,190 shares — an estimated $63.5M sold.

Massachusetts Financial Services first reported a position in IBM in Q2 2013 and held it in 36 quarters. The position peaked at $1.44B in Q1 2014. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Massachusetts Financial Services reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 260,190 IBM shares in Q2 2026, an estimated $63.5M.
  • Massachusetts Financial Services first reported a position in IBM in Q2 2013 and held it in 36 quarters.
  • Massachusetts Financial Services's IBM position peaked at $1.44B in Q1 2014.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.