Monetary Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.9M | Hold |
6,772
| – | – | 0.39% | 57 |
|
|
2026
Q1 | $1.64M | Sell |
6,772
-500
| -7% | -$135K | 0.39% | 64 |
|
|
2025
Q4 | $2.15M | Buy |
7,272
+610
| +9% | +$183K | 0.5% | 44 |
|
|
2025
Q3 | $1.88M | Buy |
6,662
+75
| +1% | +$19.6K | 0.43% | 48 |
|
|
2025
Q2 | $1.94M | Hold |
6,587
| – | – | 0.48% | 43 |
|
|
2025
Q1 | $1.64M | Sell |
6,587
-125
| -2% | -$30.6K | 0.44% | 52 |
|
|
2024
Q4 | $1.48M | Hold |
6,712
| – | – | 0.38% | 60 |
|
|
2024
Q3 | $1.48M | Buy |
6,712
+55
| +0.8% | +$10.8K | 0.38% | 60 |
|
|
2024
Q2 | $1.15M | Hold |
6,657
| – | – | 0.3% | 73 |
|
|
2024
Q1 | $1.27M | Sell |
6,657
-175
| -3% | -$31.9K | 0.35% | 67 |
|
|
2023
Q4 | $1.12M | Hold |
6,832
| – | – | 0.35% | 73 |
|
|
2023
Q3 | $959K | Sell |
6,832
-6,470
| -49% | -$921K | 0.32% | 76 |
|
|
2023
Q2 | $1.78M | Sell |
13,302
-2,800
| -17% | -$361K | 0.55% | 45 |
|
|
2023
Q1 | $2.11M | Sell |
16,102
-200
| -1% | -$26.8K | 0.62% | 40 |
|
|
2022
Q4 | $2.3M | Buy |
16,302
+3,185
| +24% | +$439K | 0.72% | 38 |
|
|
2022
Q3 | $1.56M | Buy |
13,117
+4,535
| +53% | +$595K | 0.51% | 51 |
|
|
2022
Q2 | $1.21M | Buy |
8,582
+1,000
| +13% | +$135K | 0.38% | 70 |
|
|
2022
Q1 | $986K | Buy |
7,582
+250
| +3% | +$32.6K | 0.26% | 82 |
|
|
2021
Q4 | $980K | Sell |
7,332
-102
| -1% | -$12.8K | 0.24% | 86 |
|
|
2021
Q3 | $987K | Buy |
7,434
+915
| +14% | +$122K | 0.27% | 87 |
|
|
2021
Q2 | $914K | Hold |
6,519
| – | – | 0.28% | 79 |
|
|
2021
Q1 | $830K | Buy |
6,519
+210
| +3% | +$25.1K | 0.26% | 87 |
|
|
2020
Q4 | $759K | Buy |
6,309
+1,569
| +33% | +$181K | 0.25% | 87 |
|
|
2020
Q3 | $551K | Buy |
4,740
+26
| +0.6% | +$3.06K | 0.2% | 99 |
|
|
2020
Q2 | $544K | Hold |
4,714
| – | – | 0.21% | 94 |
|
|
2020
Q1 | $500K | Hold |
4,714
| – | – | 0.22% | 94 |
|
|
2019
Q4 | $604K | Sell |
4,714
-419
| -8% | -$54.5K | 0.22% | 105 |
|
|
2019
Q3 | $714K | Buy |
5,133
+262
| +5% | +$35.3K | 0.27% | 91 |
|
|
2019
Q2 | $642K | Sell |
4,871
-602
| -11% | -$79.1K | 0.25% | 100 |
|
|
2019
Q1 | $738K | Sell |
5,473
-340
| -6% | -$43.3K | 0.29% | 91 |
|
|
2018
Q4 | $632K | Buy |
5,813
+1,517
| +35% | +$182K | 0.29% | 89 |
|
|
2018
Q3 | $621K | Sell |
4,296
-105
| -2% | -$14.7K | 0.24% | 94 |
|
|
2018
Q2 | $588K | Sell |
4,401
-261
| -6% | -$36.4K | 0.24% | 96 |
|
|
2018
Q1 | $684K | Sell |
4,662
-314
| -6% | -$47.5K | 0.28% | 82 |
|
|
2017
Q4 | $730K | Buy |
4,976
+314
| +7% | +$45.7K | 0.29% | 78 |
|
|
2017
Q3 | $647K | Sell |
4,662
-785
| -14% | -$109K | 0.27% | 82 |
|
|
2017
Q2 | $801K | Buy |
5,447
+471
| +9% | +$71K | 0.33% | 79 |
|
|
2017
Q1 | $828K | Sell |
4,976
-209
| -4% | -$35K | 0.36% | 74 |
|
|
2016
Q4 | $823K | Hold |
5,185
| – | – | 0.38% | 72 |
|
|
2016
Q3 | $787K | Hold |
5,185
| – | – | 0.36% | 72 |
|
|
2016
Q2 | $752K | Sell |
5,185
-523
| -9% | -$74.9K | 0.35% | 78 |
|
|
2016
Q1 | $826K | Buy |
5,708
+648
| +13% | +$82.8K | 0.4% | 75 |
|
|
2015
Q4 | $666K | Sell |
5,060
-313
| -6% | -$42.1K | 0.32% | 77 |
|
|
2015
Q3 | $745K | Buy |
5,373
+5
| +0.1% | +$738 | 0.37% | 70 |
|
|
2015
Q2 | $835K | Sell |
5,368
-7,976
| -60% | -$1.28M | 0.38% | 75 |
|
|
2015
Q1 | $2.05M | Sell |
13,344
-235
| -2% | -$35.6K | 0.9% | 38 |
|
|
2014
Q4 | $2.08M | Buy |
13,579
+8,349
| +160% | +$1.33M | 0.93% | 36 |
|
|
2014
Q3 | $949K | Sell |
5,230
-262
| -5% | -$47.7K | 0.44% | 69 |
|
|
2014
Q2 | $952K | Sell |
5,492
-10,711
| -66% | -$1.93M | 0.45% | 69 |
|
|
2014
Q1 | $2.98M | Sell |
16,203
-1,778
| -10% | -$313K | 1.39% | 17 |
|
|
2013
Q4 | $3.22M | Buy |
17,981
+2,955
| +20% | +$510K | 1.49% | 12 |
|
|
2013
Q3 | $2.66M | Buy |
15,026
+889
| +6% | +$162K | 1.4% | 20 |
|
|
2013
Q2 | $2.58M | Buy |
+14,137
| New | +$2.75M | 1.41% | 18 |
|
Other funds holding IBM
Monetary Management Group's IBM Position: Q2 2026 in Review
Monetary Management Group held its IBM (IBM) position steady in Q2 2026 at 6,772 shares worth $1.9M. The position accounts for 0.39% of the portfolio, ranked #57.
Monetary Management Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.22M in Q4 2013. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Monetary Management Group held 6,772 shares of IBM worth $1.9M as of Q2 2026.
- Monetary Management Group left its IBM share count unchanged in Q2 2026.
- IBM made up 0.39% of Monetary Management Group's portfolio in Q2 2026, its #57 holding.
- Monetary Management Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
- Monetary Management Group's IBM position peaked at $3.22M in Q4 2013.
- 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.