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Moneta Group Investment Advisors’s IBM IBM Stock Holding History

Moneta Group Investment 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 		$6.77M Buy
27,950
+79
+0.3% +$21.4K 0.05% 140
2025
Q4 		$8.26M Sell
27,871
-309
-1% -$92.5K 0.06% 118
2025
Q3 		$7.95M Sell
28,180
-789
-3% -$207K 0.06% 122
2025
Q2 		$8.54M Buy
28,969
+3,389
+13% +$873K 0.1% 105
2025
Q1 		$6.36M Buy
25,580
+4,024
+19% +$984K 0.09% 116
2024
Q4 		$4.74M Buy
21,556
+3,698
+21% +$824K 0.07% 134
2024
Q3 		$3.95M Sell
17,858
-234
-1% -$45.9K 0.06% 145
2024
Q2 		$3.13M Sell
18,092
-505
-3% -$87.7K 0.05% 153
2024
Q1 		$3.55M Buy
18,597
+2,980
+19% +$544K 0.06% 144
2023
Q4 		$2.55M Buy
15,617
+281
+2% +$42.5K 0.05% 153
2023
Q3 		$2.15M Sell
15,336
-273
-2% -$38.8K 0.05% 159
2023
Q2 		$2.09M Buy
15,609
+1,044
+7% +$135K 0.05% 160
2023
Q1 		$1.91M Buy
14,565
+1,114
+8% +$149K 0.05% 164
2022
Q4 		$1.81M Buy
13,451
+2,299
+21% +$317K 0.05% 157
2022
Q3 		$1.32M Buy
11,152
+2,051
+23% +$269K 0.05% 169
2022
Q2 		$1.28M Sell
9,101
-859
-9% -$116K 0.04% 181
2022
Q1 		$1.29M Buy
9,960
+855
+9% +$112K 0.05% 171
2021
Q4 		$1.22M Buy
9,105
+1,282
+16% +$161K 0.05% 184
2021
Q3 		$1.04M Sell
7,823
-2,416
-24% -$323K 0.05% 193
2021
Q2 		$1.44M Buy
10,239
+545
+6% +$74.5K 0.07% 159
2021
Q1 		$1.24M Buy
9,694
+4,035
+71% +$483K 0.07% 158
2020
Q4 		$681K Sell
5,659
-367
-6% -$42.4K 0.05% 170
2020
Q3 		$701K Sell
6,026
-2,756
-31% -$324K 0.06% 147
2020
Q2 		$1.01M Buy
8,782
+1,285
+17% +$149K 0.1% 111
2020
Q1 		$795K Buy
7,497
+271
+4% +$34.3K 0.08% 124
2019
Q4 		$926K Sell
7,226
-161
-2% -$20.9K 0.08% 126
2019
Q3 		$1.03M Buy
7,387
+757
+11% +$102K 0.1% 115
2019
Q2 		$874K Sell
6,630
-34
-0.5% -$4.47K 0.09% 123
2019
Q1 		$899K Sell
6,664
-863
-11% -$110K 0.09% 102
2018
Q4 		$818K Buy
7,527
+24
+0.3% +$2.88K 0.1% 107
2018
Q3 		$1.08M Sell
7,503
-6,810
-48% -$952K 0.11% 99
2018
Q2 		$1.91M Buy
14,313
+8,194
+134% +$1.14M 0.21% 69
2018
Q1 		$898K Buy
6,119
+952
+18% +$144K 0.12% 85
2017
Q4 		$758K Sell
5,167
-15
-0.3% -$2.18K 0.11% 94
2017
Q3 		$719K Buy
5,182
+26
+0.5% +$3.62K 0.11% 91
2017
Q2 		$758K Sell
5,156
-837
-14% -$126K 0.12% 99
2017
Q1 		$998K Hold
5,993
– – 0.2% 50
2016
Q4 		$951K Hold
5,993
– – 0.19% 52
2016
Q3 		$910K Hold
5,993
– – 0.21% 47
2016
Q2 		$870K Sell
5,993
-1,354
-18% -$194K 0.19% 74
2016
Q1 		$1.06M Sell
7,347
-522
-7% -$66.7K 0.24% 59
2015
Q4 		$1.03M Buy
7,869
+1,883
+31% +$253K 0.25% 46
2015
Q3 		$830K Sell
5,986
-887
-13% -$131K 0.23% 47
2015
Q2 		$1.07M Buy
6,873
+1,588
+30% +$255K 0.33% 37
2015
Q1 		$811K Buy
5,285
+104
+2% +$15.8K 0.35% 51
2014
Q4 		$795K Sell
5,181
-868
-14% -$138K 0.38% 43
2014
Q3 		$1.1M Sell
6,049
-483
-7% -$88K 0.57% 28
2014
Q2 		$1.13M Hold
6,532
– – 0.61% 25
2014
Q1 		$1.2M Sell
6,532
-209
-3% -$36.8K 0.71% 23
2013
Q4 		$1.21M Hold
6,741
– – 0.73% 25
2013
Q3 		$1.19M Hold
6,741
– – 0.79% 26
2013
Q2 		$1.23M Buy
+6,741
New +$1.31M 0.87% 22

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

Moneta Group Investment Advisors's IBM Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its IBM (IBM) stake by 0.28% in Q1 2026, buying an estimated $21.4K and bringing the position to 27,950 shares worth $6.77M. The position accounts for 0.05% of the portfolio, ranked #140.

Moneta Group Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.54M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Moneta Group Investment Advisors held 27,950 shares of IBM worth $6.77M as of Q1 2026.
  • Moneta Group Investment Advisors bought 79 IBM shares in Q1 2026, an estimated $21.4K.
  • IBM made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #140 holding.
  • Moneta Group Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's IBM position peaked at $8.54M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.