MBA Advisors
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MBA Advisors’s IBM IBM Stock Holding History

MBA Advisors’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 		$1.31M Buy
5,975
+326
+6% +$77.4K 0.43% 45
2026
Q2 		$1.59M Buy
5,649
+294
+5% +$74.1K 0.53% 37
2026
Q1 		$1.3M Buy
5,355
+22
+0.4% +$5.95K 0.5% 43
2025
Q4 		$1.58M Sell
5,333
-64
-1% -$19.2K 0.64% 32
2025
Q3 		$1.52M Buy
5,397
+25
+0.5% +$6.54K 0.65% 32
2025
Q2 		$1.58M Sell
5,372
-142
-3% -$36.6K 0.73% 30
2025
Q1 		$1.37M Sell
5,514
-93
-2% -$22.7K 0.68% 33
2024
Q4 		$1.23M Buy
5,607
+33
+0.6% +$7.35K 0.62% 37
2024
Q3 		$1.23M Sell
5,574
-38
-0.7% -$7.45K 0.59% 42
2024
Q2 		$971K Buy
5,612
+223
+4% +$38.7K 0.5% 49
2024
Q1 		$1.03M Buy
5,389
+191
+4% +$34.8K 0.53% 50
2023
Q4 		$850K Sell
5,198
-205
-4% -$31K 0.47% 55
2023
Q3 		$758K Sell
5,403
-901
-14% -$128K 0.47% 50
2023
Q2 		$844K Buy
6,304
+1
+0% +$129 0.5% 49
2023
Q1 		$826K Hold
6,303
– – 0.51% 52
2022
Q4 		$888K Buy
6,303
+78
+1% +$10.8K 0.58% 47
2022
Q3 		$740K Sell
6,225
-193
-3% -$25.3K 0.54% 50
2022
Q2 		$906K Buy
6,418
+606
+10% +$81.8K 0.62% 42
2022
Q1 		$756K Buy
5,812
+67
+1% +$8.74K 0.47% 58
2021
Q4 		$768K Sell
5,745
-79
-1% -$9.9K 0.48% 59
2021
Q3 		$774K Buy
5,824
+138
+2% +$18.4K 0.57% 47
2021
Q2 		$797K Buy
5,686
+5
+0.1% +$684 0.37% 45
2021
Q1 		$724K Buy
+5,681
New +$680K 0.4% 50

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MBA Advisors's IBM Position: Q3 2026 in Review

MBA Advisors increased its IBM (IBM) stake by 5.8% in Q3 2026, buying an estimated $77.4K and bringing the position to 5,975 shares worth $1.31M. The position accounts for 0.43% of the portfolio, ranked #45.

MBA Advisors first reported a position in IBM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.59M in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • MBA Advisors held 5,975 shares of IBM worth $1.31M as of Q3 2026.
  • MBA Advisors bought 326 IBM shares in Q3 2026, an estimated $77.4K.
  • IBM made up 0.43% of MBA Advisors's portfolio in Q3 2026, its #45 holding.
  • MBA Advisors first reported a position in IBM in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's IBM position peaked at $1.59M in Q2 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.