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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
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% -$9.91K 0.48% 59
2021
Q3 		$774K Buy
5,824
+138
+2% +$18.4K 0.57% 47
2021
Q2 		$797 Buy
5,686
+5
+0.1% +$684 0.37% 45
2021
Q1 		$724 Buy
+5,681
New +$680K 0.4% 50

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

MBA Advisors's IBM Position: Q1 2026 in Review

MBA Advisors increased its IBM (IBM) stake by 0.41% in Q1 2026, buying an estimated $5.95K and bringing the position to 5,355 shares worth $1.3M. The position accounts for 0.5% of the portfolio, ranked #43.

MBA Advisors first reported a position in IBM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.58M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MBA Advisors held 5,355 shares of IBM worth $1.3M as of Q1 2026.
  • MBA Advisors bought 22 IBM shares in Q1 2026, an estimated $5.95K.
  • IBM made up 0.5% of MBA Advisors's portfolio in Q1 2026, its #43 holding.
  • MBA Advisors first reported a position in IBM in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's IBM position peaked at $1.58M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.