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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
Q2 		$689K Sell
2,452
-124
-5% -$31.2K 0.08% 70
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McGowan Group Asset Management's IBM Position: Q2 2026 in Review

McGowan Group Asset Management reduced its IBM (IBM) stake by 4.8% in Q2 2026, selling an estimated $31.2K and leaving 2,452 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #70.

McGowan Group Asset Management first reported a position in IBM in Q3 2018 and has held it in 24 quarters since. The position peaked at $798K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McGowan Group Asset Management held 2,452 shares of IBM worth $689K as of Q2 2026.
  • McGowan Group Asset Management sold 124 IBM shares in Q2 2026, an estimated $31.2K.
  • IBM made up 0.08% of McGowan Group Asset Management's portfolio in Q2 2026, its #70 holding.
  • McGowan Group Asset Management first reported a position in IBM in Q3 2018 and has held it in 24 quarters since.
  • McGowan Group Asset Management's IBM position peaked at $798K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McGowan Group Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.