Mather Group
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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
Q3 		$2.52M Buy
11,443
+4,180
+58% +$993K 0.02% 240
2026
Q2 		$2.04M Buy
7,263
+752
+12% +$189K 0.02% 266
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mather Group's IBM Position: Q3 2026 in Review

Mather Group increased its IBM (IBM) stake by 58% in Q3 2026, buying an estimated $993K and bringing the position to 11,443 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #240.

Mather Group first reported a position in IBM in Q4 2019 and has held it in 28 quarters since. 711 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Mather Group held 11,443 shares of IBM worth $2.52M as of Q3 2026.
  • Mather Group bought 4,180 IBM shares in Q3 2026, an estimated $993K.
  • IBM made up 0.02% of Mather Group's portfolio in Q3 2026, its #240 holding.
  • Mather Group first reported a position in IBM in Q4 2019 and has held it in 28 quarters since.
  • 711 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.