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McCarter Private Wealth Services’s IBM IBM Stock Holding History

McCarter Private Wealth 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 		$323K Buy
1,332
+13
+1% +$3.52K 0.14% 127
2025
Q4 		$391K Buy
+1,319
New +$395K 0.18% 109

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

McCarter Private Wealth Services's IBM Position: Q1 2026 in Review

McCarter Private Wealth Services increased its IBM (IBM) stake by 0.99% in Q1 2026, buying an estimated $3.52K and bringing the position to 1,332 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #127.

McCarter Private Wealth Services first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $391K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • McCarter Private Wealth Services held 1,332 shares of IBM worth $323K as of Q1 2026.
  • McCarter Private Wealth Services bought 13 IBM shares in Q1 2026, an estimated $3.52K.
  • IBM made up 0.14% of McCarter Private Wealth Services's portfolio in Q1 2026, its #127 holding.
  • McCarter Private Wealth Services first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
  • McCarter Private Wealth Services's IBM position peaked at $391K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.