Moors & Cabot’s IBM IBM Stock Holding History

Moors & Cabot’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
2023 Q1	–	Sell	-1,100	Closed	-$2.98K	–	904
2022 Q4	$2.98K	Buy	+1,100	New	+$152K	﹤0.01%	843

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moors & Cabot's IBM Position: Q1 2026 in Review

Moors & Cabot reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $514K and leaving 76,850 shares worth $18.6M. The position accounts for 0.8% of the portfolio, ranked #18.

Moors & Cabot first reported a position in IBM in Q1 2014 and has held it in 49 quarters since. The position peaked at $23.7M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Moors & Cabot held 76,850 shares of IBM worth $18.6M as of Q1 2026.
Moors & Cabot sold 1,899 IBM shares in Q1 2026, an estimated $514K.
IBM made up 0.8% of Moors & Cabot's portfolio in Q1 2026, its #18 holding.
Moors & Cabot first reported a position in IBM in Q1 2014 and has held it in 49 quarters since.
Moors & Cabot's IBM position peaked at $23.7M in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.