Matrix Private Capital Group’s IBM IBM Stock Holding History

Matrix Private Capital 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	$1.06M	Hold	4,393	–	–	0.51%	34
2025 Q4	$1.3M	Hold	4,393	–	–	0.66%	33
2025 Q3	$1.24M	Hold	4,393	–	–	0.66%	31
2025 Q2	$1.29M	Sell	4,393 -24	-0.5%	-$6.18K	0.76%	30
2025 Q1	$1.1M	Hold	4,417	–	–	0.66%	31
2024 Q4	$971K	Hold	4,417	–	–	0.55%	34
2024 Q3	$977K	Hold	4,417	–	–	0.56%	35
2024 Q2	$764K	Buy	4,417 +24	+0.5%	+$4.17K	0.48%	40
2024 Q1	$839K	Hold	4,393	–	–	0.57%	36
2023 Q4	$718K	Hold	4,393	–	–	0.54%	36
2023 Q3	$616K	Hold	4,393	–	–	0.46%	42
2023 Q2	$588K	Hold	4,393	–	–	0.43%	46
2023 Q1	$576K	Buy	4,393 +14	+0.3%	+$1.87K	0.4%	48
2022 Q4	$617K	Sell	4,379 -24	-0.5%	-$3.31K	0.4%	58
2022 Q3	$523K	Sell	4,403 -40	-0.9%	-$5.25K	0.35%	58
2022 Q2	$627K	Buy	4,443 +61	+1%	+$8.23K	0.36%	65
2022 Q1	$570K	Buy	4,382 +4	+0.1%	+$522	0.28%	73
2021 Q4	$585K	Sell	4,378 -155	-3%	-$19.4K	0.28%	80
2021 Q3	$602K	Buy	4,533 +34	+0.8%	+$4.54K	0.32%	72
2021 Q2	$630K	Sell	4,499 -840	-16%	-$115K	0.34%	68
2021 Q1	$680K	Buy	5,339 +828	+18%	+$99.1K	0.41%	64
2020 Q4	$543K	Hold	4,511	–	–	0.39%	69
2020 Q3	$525K	Hold	4,511	–	–	0.53%	57
2020 Q2	$521K	Sell	4,511 -102	-2%	-$11.8K	0.57%	49
2020 Q1	$489K	Buy	4,613 +30	+0.7%	+$3.79K	0.69%	43
2019 Q4	$587K	Buy	+4,583	New	+$596K	0.62%	49

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Matrix Private Capital Group's IBM Position: Q1 2026 in Review

Matrix Private Capital Group held its IBM (IBM) position steady in Q1 2026 at 4,393 shares worth $1.06M. The position accounts for 0.51% of the portfolio, ranked #34.

Matrix Private Capital Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Matrix Private Capital Group held 4,393 shares of IBM worth $1.06M as of Q1 2026.
Matrix Private Capital Group left its IBM share count unchanged in Q1 2026.
IBM made up 0.51% of Matrix Private Capital Group's portfolio in Q1 2026, its #34 holding.
Matrix Private Capital Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
Matrix Private Capital Group's IBM position peaked at $1.3M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Matrix Private Capital Group's 13F filing for Q1 2026, filed 15 May 2026.