MPWT
IBM icon

MassMutual Private Wealth & Trust’s IBM IBM Stock Holding History

MassMutual Private Wealth & Trust’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 		$5.9M Sell
20,968
-471
-2% -$119K 0.15% 120
2026
Q1 		$5.2M Sell
21,439
-669
-3% -$181K 0.14% 123
2025
Q4 		$6.55M Buy
22,108
+2,248
+11% +$673K 0.17% 110
2025
Q3 		$5.6M Buy
19,860
+10,807
+119% +$2.83M 0.14% 128
2025
Q2 		$2.67M Buy
9,053
+258
+3% +$66.5K 0.07% 181
2025
Q1 		$2.19M Buy
8,795
+70
+0.8% +$17.1K 0.06% 191
2024
Q4 		$1.92M Buy
8,725
+255
+3% +$56.8K 0.05% 200
2024
Q3 		$1.87M Buy
8,470
+377
+5% +$73.9K 0.05% 210
2024
Q2 		$1.4M Buy
8,093
+1,513
+23% +$263K 0.04% 214
2024
Q1 		$1.26M Buy
6,580
+109
+2% +$19.9K 0.04% 226
2023
Q4 		$1.06M Buy
6,471
+412
+7% +$62.3K 0.04% 229
2023
Q3 		$850K Buy
6,059
+119
+2% +$16.9K 0.03% 235
2023
Q2 		$795K Buy
5,940
+400
+7% +$51.6K 0.03% 236
2023
Q1 		$726K Buy
5,540
+371
+7% +$49.6K 0.03% 245
2022
Q4 		$728K Buy
5,169
+2,712
+110% +$374K 0.03% 248
2022
Q3 		$292K Buy
2,457
+73
+3% +$9.58K 0.01% 303
2022
Q2 		$337K Sell
2,384
-3,802
-61% -$513K 0.01% 297
2022
Q1 		$804K Sell
6,186
-709
-10% -$92.5K 0.03% 245
2021
Q4 		$922K Sell
6,895
-329
-5% -$41.3K 0.03% 246
2021
Q3 		$959K Buy
7,224
+787
+12% +$105K 0.04% 232
2021
Q2 		$902K Buy
6,437
+20
+0.3% +$2.73K 0.04% 239
2021
Q1 		$818K Buy
6,417
+2,564
+67% +$307K 0.04% 239
2020
Q4 		$464K Buy
3,853
+926
+32% +$107K 0.02% 288
2020
Q3 		$340K Buy
2,927
+426
+17% +$50.2K 0.02% 296
2020
Q2 		$289K Sell
2,501
-71
-3% -$8.25K 0.02% 304
2020
Q1 		$273K Sell
2,572
-226
-8% -$28.6K 0.02% 280
2019
Q4 		$359K Buy
2,798
+225
+9% +$29.2K 0.02% 306
2019
Q3 		$358K Buy
2,573
+177
+7% +$23.9K 0.02% 303
2019
Q2 		$316K Sell
2,396
-1,956
-45% -$257K 0.02% 307
2019
Q1 		$587K Sell
4,352
-210
-5% -$26.8K 0.04% 241
2018
Q4 		$496K Sell
4,562
-480
-10% -$57.6K 0.04% 237
2018
Q3 		$729K Sell
5,042
-584
-10% -$81.6K 0.05% 223
2018
Q2 		$751K Buy
5,626
+40
+0.7% +$5.58K 0.06% 218
2018
Q1 		$819K Buy
5,586
+624
+13% +$94.4K 0.07% 202
2017
Q4 		$728K Sell
4,962
-57
-1% -$8.29K 0.06% 206
2017
Q3 		$696K Sell
5,019
-18,445
-79% -$2.57M 0.06% 204
2017
Q2 		$3.45M Sell
23,464
-5,241
-18% -$790K 0.31% 97
2017
Q1 		$4.78M Buy
28,705
+13,522
+89% +$2.27M 0.45% 64
2016
Q4 		$2.41M Buy
+15,183
New +$2.31M 0.29% 98
2016
Q2 		$1.73M Buy
11,931
+1,107
+10% +$158K 0.22% 128
2016
Q1 		$1.57M Sell
10,824
-15,489
-59% -$1.98M 0.21% 130
2015
Q4 		$3.46M Buy
26,313
+18,670
+244% +$2.51M 0.5% 58
2015
Q3 		$1.39M Buy
7,643
+308
+4% +$45.5K 0.29% 88
2015
Q2 		$1.27M Sell
7,335
-230
-3% -$37K 0.28% 92
2015
Q1 		$1.16M Buy
7,565
+5,808
+331% +$881K 0.19% 135
2014
Q4 		$270K Sell
1,757
-5,886
-77% -$936K 0.09% 171
2014
Q3 		$1.39M Buy
7,643
+5,745
+303% +$1.05M 0.28% 92
2014
Q2 		$329K Buy
1,898
+319
+20% +$57.4K 0.13% 134
2014
Q1 		$291K Buy
1,579
+680
+76% +$120K 0.17% 114
2013
Q4 		$161K Buy
+899
New +$155K 0.15% 111

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's IBM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $119K and leaving 20,968 shares worth $5.9M. The position accounts for 0.15% of the portfolio, ranked #120.

MassMutual Private Wealth & Trust first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.55M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 20,968 shares of IBM worth $5.9M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 471 IBM shares in Q2 2026, an estimated $119K.
  • IBM made up 0.15% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #120 holding.
  • MassMutual Private Wealth & Trust first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's IBM position peaked at $6.55M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.