McMillan Office’s IBM IBM Stock Holding History

McMillan Office’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	$4.27M	Hold	15,196	–	–	0.49%	32
2026 Q1	$3.68M	Sell	15,196 -248	-2%	-$67.1K	0.47%	37
2025 Q4	$4.57M	Buy	+15,444	New	+$4.63M	0.55%	29

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

McMillan Office's IBM Position: Q2 2026 in Review

McMillan Office held its IBM (IBM) position steady in Q2 2026 at 15,196 shares worth $4.27M. The position accounts for 0.49% of the portfolio, ranked #32.

McMillan Office first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.57M in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

McMillan Office held 15,196 shares of IBM worth $4.27M as of Q2 2026.
McMillan Office left its IBM share count unchanged in Q2 2026.
IBM made up 0.49% of McMillan Office's portfolio in Q2 2026, its #32 holding.
McMillan Office first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
McMillan Office's IBM position peaked at $4.57M in Q4 2025.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.