MGAM
IBM icon

McGowan Group Asset Management’s IBM IBM Stock Holding History

McGowan Group Asset Management’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 		$624K Sell
2,576
-117
-4% -$31.7K 0.08% 72
2025
Q4 		$798K Buy
2,693
+33
+1% +$9.88K 0.1% 64
2025
Q3 		$750K Buy
2,660
+120
+5% +$31.4K 0.09% 68
2025
Q2 		$749K Buy
2,540
+114
+5% +$29.4K 0.09% 68
2025
Q1 		$603K Hold
2,426
– – 0.08% 70
2024
Q4 		$533K Buy
2,426
+382
+19% +$85.1K 0.07% 77
2024
Q3 		$452K Hold
2,044
– – 0.06% 82
2024
Q2 		$354K Hold
2,044
– – 0.05% 92
2024
Q1 		$390K Hold
2,044
– – 0.06% 90
2023
Q4 		$334K Hold
2,044
– – 0.05% 97
2023
Q3 		$287K Hold
2,044
– – 0.05% 104
2023
Q2 		$274K Sell
2,044
-1,796
-47% -$232K 0.04% 120
2023
Q1 		$503K Buy
3,840
+1,816
+90% +$243K 0.08% 79
2022
Q4 		$285K Sell
2,024
-283
-12% -$39K 0.05% 108
2022
Q3 		$274K Buy
2,307
+272
+13% +$35.7K 0.05% 95
2022
Q2 		$287K Buy
2,035
+3
+0.1% +$405 0.05% 97
2022
Q1 		$264K Sell
2,032
-1,161
-36% -$151K 0.04% 104
2021
Q4 		$427K Buy
3,193
+1,009
+46% +$127K 0.08% 78
2021
Q3 		$290K Buy
2,184
+4
+0.2% +$535 0.05% 91
2021
Q2 		$306K Buy
2,180
+3
+0.1% +$410 0.05% 91
2021
Q1 		$277K Buy
2,177
+4
+0.2% +$479 0.05% 90
2020
Q4 		$261K Buy
+2,173
New +$251K 0.04% 85
2018
Q4 		– Sell
-1,667
Closed -$241K – 99
2018
Q3 		$241K Buy
+1,667
New +$233K 0.04% 95

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

McGowan Group Asset Management's IBM Position: Q1 2026 in Review

McGowan Group Asset Management reduced its IBM (IBM) stake by 4.3% in Q1 2026, selling an estimated $31.7K and leaving 2,576 shares worth $624K. The position accounts for 0.08% of the portfolio, ranked #72.

McGowan Group Asset Management first reported a position in IBM in Q3 2018 and has held it in 23 quarters since. The position peaked at $798K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • McGowan Group Asset Management held 2,576 shares of IBM worth $624K as of Q1 2026.
  • McGowan Group Asset Management sold 117 IBM shares in Q1 2026, an estimated $31.7K.
  • IBM made up 0.08% of McGowan Group Asset Management's portfolio in Q1 2026, its #72 holding.
  • McGowan Group Asset Management first reported a position in IBM in Q3 2018 and has held it in 23 quarters since.
  • McGowan Group Asset Management's IBM position peaked at $798K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on McGowan Group Asset Management's 13F filing for Q1 2026, filed 11 May 2026.