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 $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

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.