Massachusetts Wealth Management’s IBM IBM Stock Holding History

Massachusetts Wealth Management’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	$1.48M	Buy	5,248 +85	+2%	+$21.4K	0.56%	64
2026 Q1	$1.25M	Buy	5,163 +135	+3%	+$36.5K	0.54%	67
2025 Q4	$1.49M	Buy	5,028 +85	+2%	+$25.5K	0.69%	57
2025 Q3	$1.39M	Buy	4,943 +150	+3%	+$39.3K	0.69%	57
2025 Q2	$1.41M	Sell	4,793 -65	-1%	-$16.7K	0.8%	53
2025 Q1	$1.21M	Buy	4,858 +448	+10%	+$110K	0.83%	48
2024 Q4	$969K	Buy	4,410 +650	+17%	+$145K	0.6%	66
2024 Q3	$831K	Buy	+3,760	New	+$737K	0.52%	67

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Wealth Management's IBM Position: Q2 2026 in Review

Massachusetts Wealth Management increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $21.4K and bringing the position to 5,248 shares worth $1.48M. The position accounts for 0.56% of the portfolio, ranked #64.

Massachusetts Wealth Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Massachusetts Wealth Management held 5,248 shares of IBM worth $1.48M as of Q2 2026.
Massachusetts Wealth Management bought 85 IBM shares in Q2 2026, an estimated $21.4K.
IBM made up 0.56% of Massachusetts Wealth Management's portfolio in Q2 2026, its #64 holding.
Massachusetts Wealth Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Massachusetts Wealth Management's IBM position peaked at $1.49M in Q4 2025.
3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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