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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
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
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

McLean Asset Management's IBM Position: Q1 2026 in Review

McLean Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 740 shares — an estimated $229K sold.

McLean Asset Management first reported a position in IBM in Q4 2020 and held it in 11 quarters. The position peaked at $879K in Q1 2021. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • McLean Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • McLean Asset Management sold 740 IBM shares in Q1 2026, an estimated $229K.
  • McLean Asset Management first reported a position in IBM in Q4 2020 and held it in 11 quarters.
  • McLean Asset Management's IBM position peaked at $879K in Q1 2021.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.