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MONECO Advisors’s IBM IBM Stock Holding History

MONECO Advisors’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 		$3.46M Buy
14,268
+431
+3% +$117K 0.27% 85
2025
Q4 		$4.1M Buy
13,837
+18
+0.1% +$5.39K 0.33% 66
2025
Q3 		$3.9M Buy
13,819
+345
+3% +$90.3K 0.33% 62
2025
Q2 		$3.97M Buy
13,474
+798
+6% +$206K 0.37% 54
2025
Q1 		$3.15M Sell
12,676
-398
-3% -$97.4K 0.33% 70
2024
Q4 		$2.87M Buy
13,074
+1,097
+9% +$244K 0.3% 80
2024
Q3 		$2.65M Buy
11,977
+291
+2% +$57.1K 0.33% 83
2024
Q2 		$2.02M Buy
11,686
+185
+2% +$32.1K 0.3% 95
2024
Q1 		$2.2M Buy
11,501
+3,505
+44% +$639K 0.35% 85
2023
Q4 		$1.31M Buy
7,996
+275
+4% +$41.6K 0.25% 104
2023
Q3 		$1.08M Buy
7,721
+1,194
+18% +$170K 0.29% 86
2023
Q2 		$873K Sell
6,527
-262
-4% -$33.8K 0.24% 108
2023
Q1 		$890K Sell
6,789
-143
-2% -$19.1K 0.26% 99
2022
Q4 		$977K Buy
6,932
+34
+0.5% +$4.69K 0.35% 71
2022
Q3 		$820K Sell
6,898
-438
-6% -$57.5K 0.33% 76
2022
Q2 		$1.04M Sell
7,336
-218
-3% -$29.4K 0.4% 63
2022
Q1 		$982K Buy
7,554
+127
+2% +$16.6K 0.36% 67
2021
Q4 		$1.02M Sell
7,427
-253
-3% -$31.7K 0.38% 63
2021
Q3 		$1.02M Buy
7,680
+67
+0.9% +$8.96K 0.4% 61
2021
Q2 		$1.07M Buy
7,613
+259
+4% +$35.4K 0.49% 49
2021
Q1 		$937K Buy
7,354
+1,680
+30% +$201K 0.46% 56
2020
Q4 		$688K Buy
5,674
+693
+14% +$80.1K 0.38% 65
2020
Q3 		$579K Buy
4,981
+459
+10% +$54K 0.37% 66
2020
Q2 		$522K Buy
4,522
+369
+9% +$42.9K 0.41% 59
2020
Q1 		$440K Sell
4,153
-69
-2% -$8.73K 0.45% 56
2019
Q4 		$558K Buy
4,222
+120
+3% +$15.6K 0.4% 62
2019
Q3 		$570K Buy
4,102
+451
+12% +$60.8K 0.44% 53
2019
Q2 		$481K Sell
3,651
-64
-2% -$8.41K 0.39% 59
2019
Q1 		$501K Buy
3,715
+1,219
+49% +$155K 0.41% 58
2018
Q4 		$271K Buy
+2,496
New +$300K 0.32% 71

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

MONECO Advisors's IBM Position: Q1 2026 in Review

MONECO Advisors increased its IBM (IBM) stake by 3.1% in Q1 2026, buying an estimated $117K and bringing the position to 14,268 shares worth $3.46M. The position accounts for 0.27% of the portfolio, ranked #85.

MONECO Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.1M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MONECO Advisors held 14,268 shares of IBM worth $3.46M as of Q1 2026.
  • MONECO Advisors bought 431 IBM shares in Q1 2026, an estimated $117K.
  • IBM made up 0.27% of MONECO Advisors's portfolio in Q1 2026, its #85 holding.
  • MONECO Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's IBM position peaked at $4.1M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.