MG
IBM icon

McHugh Group’s IBM IBM Stock Holding History

McHugh Group’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 		$226K Hold
1,029
– – 0.11% 83
2026
Q2 		$289K Hold
1,029
– – 0.15% 67
2026
Q1 		$249K Hold
1,029
– – 0.15% 67
2025
Q4 		$305K Hold
1,029
– – 0.17% 62
2025
Q3 		$290K Hold
1,029
– – 0.17% 60
2025
Q2 		$303K Hold
1,029
– – 0.2% 50
2025
Q1 		$256K Hold
1,029
– – 0.19% 51
2024
Q4 		$226K Buy
+1,029
New +$229K 0.17% 59

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

McHugh Group's IBM Position: Q3 2026 in Review

McHugh Group held its IBM (IBM) position steady in Q3 2026 at 1,029 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #83.

McHugh Group first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $305K in Q4 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • McHugh Group held 1,029 shares of IBM worth $226K as of Q3 2026.
  • McHugh Group left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.11% of McHugh Group's portfolio in Q3 2026, its #83 holding.
  • McHugh Group first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • McHugh Group's IBM position peaked at $305K in Q4 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.