McLean Asset Management’s IBM IBM Stock Holding History

McLean 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 Q3	$260K	Sell	1,051 -37	-3%	-$8.79K	0.03%	154
2026 Q2	$243K	Buy	+1,088	New	+$274K	0.03%	160
2026 Q1	–	Sell	-740	Closed	-$229K	–	170
2025 Q4	$229K	Buy	740 +26	+4%	+$7.79K	0.04%	158
2025 Q3	$207K	Sell	714 -40	-5%	-$10.5K	0.04%	164
2025 Q2	$217K	Buy	+754	New	+$194K	0.06%	157
2022 Q4	–	Sell	-3,030	Closed	-$360K	–	136
2022 Q3	$360K	Sell	3,030 -12	-0.4%	-$1.58K	0.14%	74
2022 Q2	$420K	Buy	3,042 +13	+0.4%	+$1.76K	0.17%	63
2022 Q1	$394K	Buy	3,029 +26	+0.9%	+$3.39K	0.29%	65
2021 Q4	$401K	Sell	3,003 -3,540	-54%	-$444K	0.16%	71
2021 Q3	$795K	Buy	6,543 +38	+0.6%	+$5.08K	0.31%	40
2021 Q2	$864K	Buy	6,505 +28	+0.4%	+$3.83K	0.39%	32
2021 Q1	$879K	Buy	6,477 +20	+0.3%	+$2.39K	0.69%	26
2020 Q4	$777K	Buy	+6,457	New	+$746K	0.68%	25

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McLean Asset Management's IBM Position: Q3 2026 in Review

McLean Asset Management reduced its IBM (IBM) stake by 3.4% in Q3 2026, selling an estimated $8.79K and leaving 1,051 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #154.

McLean Asset Management first reported a position in IBM in Q4 2020 and has held it in 13 quarters since. The position peaked at $879K in Q1 2021. 2,092 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

McLean Asset Management held 1,051 shares of IBM worth $260K as of Q3 2026.
McLean Asset Management sold 37 IBM shares in Q3 2026, an estimated $8.79K.
IBM made up 0.03% of McLean Asset Management's portfolio in Q3 2026, its #154 holding.
McLean Asset Management first reported a position in IBM in Q4 2020 and has held it in 13 quarters since.
McLean Asset Management's IBM position peaked at $879K in Q1 2021.
2,092 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.