Mitsubishi UFJ Morgan Stanley Securities’s IBM IBM Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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	$78.5K	Sell	279 -497	-64%	-$125K	0.24%	65
2026 Q1	$188K	Sell	776 -195	-20%	-$52.8K	0.46%	114
2025 Q4	$288K	Buy	+971	New	+$291K	0.45%	53
2024 Q2	–	Sell	-37	Closed	-$7.07K	–	19
2024 Q1	$7.07K	Buy	+37	New	+$6.75K	0.25%	26
2023 Q1	–	Sell	-310	Closed	-$44K	–	103
2022 Q4	$44K	Buy	310 +240	+343%	+$33.1K	0.39%	31
2022 Q3	$8K	Hold	70	–	–	0.11%	120
2022 Q2	$10K	Hold	70	–	–	0.01%	114
2022 Q1	$9K	Sell	70 -210	-75%	-$27.4K	0.01%	120
2021 Q4	$37K	Buy	+280	New	+$35.1K	0.02%	101
2014 Q4	$8K	Buy	+52	New	+$8.27K	0.02%	229
2014 Q2	–	Sell	-303	Closed	-$56K	–	263
2014 Q1	$56K	Sell	303 -94	-24%	-$16.5K	0.15%	45
2013 Q4	$71K	Buy	397 +167	+73%	+$28.8K	0.12%	33
2013 Q3	$41K	Sell	230 -178	-44%	-$32.4K	0.07%	83
2013 Q2	$75K	Buy	+408	New	+$79.5K	0.25%	37

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's IBM Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its IBM (IBM) stake by 64% in Q2 2026, selling an estimated $125K and leaving 279 shares worth $78.5K. The position accounts for 0.24% of the portfolio, ranked #65.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in IBM in Q2 2013 and has held it in 14 quarters since. The position peaked at $288K in Q4 2025. 1,486 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 279 shares of IBM worth $78.5K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 497 IBM shares in Q2 2026, an estimated $125K.
IBM made up 0.24% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #65 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in IBM in Q2 2013 and has held it in 14 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's IBM position peaked at $288K in Q4 2025.
1,486 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.