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Mather Group’s IBM IBM Stock Holding History

Mather Group’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
Q1 		$1.58M Buy
6,511
+787
+14% +$213K 0.02% 262
2025
Q4 		$1.7M Sell
5,724
-58
-1% -$17.4K 0.02% 218
2025
Q3 		$1.63M Sell
5,782
-234
-4% -$61.3K 0.02% 225
2025
Q2 		$1.77M Buy
6,016
+122
+2% +$31.4K 0.02% 202
2025
Q1 		$1.47M Buy
5,894
+936
+19% +$229K 0.02% 207
2024
Q4 		$1.09M Sell
4,958
-296
-6% -$65.9K 0.01% 232
2024
Q3 		$1.16M Sell
5,254
-4,981
-49% -$977K 0.01% 224
2024
Q2 		$1.95M Buy
10,235
+5,517
+117% +$959K 0.02% 182
2024
Q1 		$772K Sell
4,718
-290
-6% -$52.9K 0.01% 262
2023
Q4 		$819K Buy
5,008
+262
+6% +$39.6K 0.01% 258
2023
Q3 		$666K Sell
4,746
-31
-0.6% -$4.41K 0.01% 268
2023
Q2 		$639K Sell
4,777
-967
-17% -$125K 0.01% 303
2023
Q1 		$753K Buy
5,744
+1,418
+33% +$190K 0.01% 255
2022
Q4 		$609K Sell
4,326
-500
-10% -$69K 0.01% 286
2022
Q3 		$573K Buy
4,826
+1,277
+36% +$168K 0.01% 266
2022
Q2 		$501K Buy
3,549
+64
+2% +$8.64K 0.01% 248
2022
Q1 		$453K Sell
3,485
-728
-17% -$94.9K 0.01% 280
2021
Q4 		$563K Sell
4,213
-295
-7% -$37K 0.01% 209
2021
Q3 		$599K Buy
4,508
+28
+0.6% +$3.74K 0.01% 155
2021
Q2 		$628K Sell
4,480
-110
-2% -$15K 0.02% 142
2021
Q1 		$585K Sell
4,590
-565
-11% -$67.6K 0.02% 132
2020
Q4 		$620K Sell
5,155
-554
-10% -$64K 0.02% 121
2020
Q3 		$664K Sell
5,709
-776
-12% -$91.4K 0.03% 112
2020
Q2 		$749K Buy
6,485
+2,481
+62% +$288K 0.03% 108
2020
Q1 		$425K Buy
4,004
+1,769
+79% +$224K 0.03% 97
2019
Q4 		$286K Buy
+2,235
New +$290K 0.02% 132

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

Mather Group's IBM Position: Q1 2026 in Review

Mather Group increased its IBM (IBM) stake by 14% in Q1 2026, buying an estimated $213K and bringing the position to 6,511 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #262.

Mather Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.95M in Q2 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mather Group held 6,511 shares of IBM worth $1.58M as of Q1 2026.
  • Mather Group bought 787 IBM shares in Q1 2026, an estimated $213K.
  • IBM made up 0.02% of Mather Group's portfolio in Q1 2026, its #262 holding.
  • Mather Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's IBM position peaked at $1.95M in Q2 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.