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Mattson Financial Services’s IBM IBM Stock Holding History

Mattson Financial Services’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 		$816K Buy
3,366
+386
+13% +$104K 0.19% 128
2025
Q4 		$883K Sell
2,980
-38
-1% -$11.4K 0.21% 131
2025
Q3 		$852K Buy
+3,018
New +$790K 0.2% 125

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

Mattson Financial Services's IBM Position: Q1 2026 in Review

Mattson Financial Services increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $104K and bringing the position to 3,366 shares worth $816K. The position accounts for 0.19% of the portfolio, ranked #128.

Mattson Financial Services first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. The position peaked at $883K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mattson Financial Services held 3,366 shares of IBM worth $816K as of Q1 2026.
  • Mattson Financial Services bought 386 IBM shares in Q1 2026, an estimated $104K.
  • IBM made up 0.19% of Mattson Financial Services's portfolio in Q1 2026, its #128 holding.
  • Mattson Financial Services first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • Mattson Financial Services's IBM position peaked at $883K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.