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MJP Associates’s IBM IBM Stock Holding History

MJP Associates’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 		$1.81M Sell
7,483
-589
-7% -$159K 0.22% 51
2025
Q4 		$2.39M Buy
8,072
+253
+3% +$75.8K 0.3% 42
2025
Q3 		$2.21M Buy
7,819
+415
+6% +$109K 0.29% 38
2025
Q2 		$2.18M Buy
7,404
+427
+6% +$110K 0.32% 33
2025
Q1 		$1.73M Buy
6,977
+504
+8% +$123K 0.31% 37
2024
Q4 		$1.42M Sell
6,473
-493
-7% -$110K 0.26% 46
2024
Q3 		$1.54M Buy
6,966
+147
+2% +$28.8K 0.29% 40
2024
Q2 		$1.18M Sell
6,819
-20
-0.3% -$3.48K 0.25% 46
2024
Q1 		$1.31M Buy
6,839
+300
+5% +$54.7K 0.28% 39
2023
Q4 		$1.07M Buy
6,539
+2,370
+57% +$358K 0.29% 35
2023
Q3 		$585K Sell
4,169
-568
-12% -$80.8K 0.17% 59
2023
Q2 		$634K Sell
4,737
-632
-12% -$81.6K 0.21% 52
2023
Q1 		$704K Buy
5,369
+12
+0.2% +$1.6K 0.22% 47
2022
Q4 		$755K Buy
5,357
+218
+4% +$30.1K 0.22% 50
2022
Q3 		$611K Sell
5,139
-9
-0.2% -$1.18K 0.18% 52
2022
Q2 		$727K Buy
5,148
+275
+6% +$37.1K 0.2% 51
2022
Q1 		$635K Buy
4,873
+991
+26% +$129K 0.16% 65
2021
Q4 		$528K Sell
3,882
-179
-4% -$22.5K 0.16% 74
2021
Q3 		$539K Buy
4,061
+30
+0.7% +$4.01K 0.18% 66
2021
Q2 		$565K Buy
4,031
+759
+23% +$104K 0.19% 63
2021
Q1 		$417K Sell
3,272
-19
-0.6% -$2.27K 0.17% 73
2020
Q4 		$396K Buy
+3,291
New +$380K 0.17% 76

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

MJP Associates's IBM Position: Q1 2026 in Review

MJP Associates reduced its IBM (IBM) stake by 7.3% in Q1 2026, selling an estimated $159K and leaving 7,483 shares worth $1.81M. The position accounts for 0.22% of the portfolio, ranked #51.

MJP Associates first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.39M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MJP Associates held 7,483 shares of IBM worth $1.81M as of Q1 2026.
  • MJP Associates sold 589 IBM shares in Q1 2026, an estimated $159K.
  • IBM made up 0.22% of MJP Associates's portfolio in Q1 2026, its #51 holding.
  • MJP Associates first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's IBM position peaked at $2.39M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.