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MGB Wealth Management’s IBM IBM Stock Holding History

MGB Wealth 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
2025
Q4 		$249K Hold
828
– – 0.07% 191
2025
Q3 		$232K Sell
828
-333
-29% -$87.2K 0.07% 204
2025
Q2 		$337K Hold
1,161
– – 0.11% 162
2025
Q1 		$283K Hold
1,161
– – 0.1% 174
2024
Q4 		$256K Buy
1,161
+122
+12% +$27.2K 0.08% 173
2024
Q3 		$229K Buy
+1,039
New +$204K 0.08% 171

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MGB Wealth Management's IBM Position: Q4 2025 in Review

MGB Wealth Management held its IBM (IBM) position steady in Q4 2025 at 828 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #191.

MGB Wealth Management first reported a position in IBM in Q3 2024 and has held it in 6 quarters since. The position peaked at $337K in Q2 2025. 3,699 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • MGB Wealth Management held 828 shares of IBM worth $249K as of Q4 2025.
  • MGB Wealth Management left its IBM share count unchanged in Q4 2025.
  • IBM made up 0.07% of MGB Wealth Management's portfolio in Q4 2025, its #191 holding.
  • MGB Wealth Management first reported a position in IBM in Q3 2024 and has held it in 6 quarters since.
  • MGB Wealth Management's IBM position peaked at $337K in Q2 2025.
  • 3,699 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.