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 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%	-$1.57K	0.14%	74
2022 Q2	$420K	Buy	3,042 +13	+0.4%	+$1.75K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McLean Asset Management's IBM Position: Q2 2026 in Review

McLean Asset Management opened a new position in IBM (IBM) in Q2 2026: 1,088 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings. This is a return to the name: McLean Asset Management previously reported a position in IBM as recently as Q4 2025.

McLean Asset Management first reported a position in IBM in Q4 2020 and has held it in 12 quarters since. The position peaked at $879K in Q1 2021. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

McLean Asset Management held 1,088 shares of IBM worth $243K as of Q2 2026.
IBM was a new McLean Asset Management position in Q2 2026.
IBM made up 0.03% of McLean Asset Management's portfolio in Q2 2026, its #160 holding.
McLean Asset Management first reported a position in IBM in Q4 2020 and has held it in 12 quarters since.
McLean Asset Management's IBM position peaked at $879K in Q1 2021.
3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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