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
2020 Q2	–	Sell	-16	Closed	-$6K	–	684
2020 Q1	$6K	Buy	+16	New	+$2.02K	﹤0.01%	582

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Moors & Cabot's IBM Position: Q3 2026 in Review

Moors & Cabot increased its IBM (IBM) stake by 2.3% in Q3 2026, buying an estimated $417K and bringing the position to 76,990 shares worth $16.9M. The position accounts for 0.64% of the portfolio, ranked #32.

Moors & Cabot first reported a position in IBM in Q1 2014 and has held it in 51 quarters since. The position peaked at $23.7M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Moors & Cabot held 76,990 shares of IBM worth $16.9M as of Q3 2026.
Moors & Cabot bought 1,755 IBM shares in Q3 2026, an estimated $417K.
IBM made up 0.64% of Moors & Cabot's portfolio in Q3 2026, its #32 holding.
Moors & Cabot first reported a position in IBM in Q1 2014 and has held it in 51 quarters since.
Moors & Cabot's IBM position peaked at $23.7M in Q2 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.