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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Moors & Cabot's IBM Position: Q2 2026 in Review

Moors & Cabot reduced its IBM (IBM) stake by 2.1% in Q2 2026, selling an estimated $407K and leaving 75,235 shares worth $21.2M. The position accounts for 0.82% of the portfolio, ranked #18.

Moors & Cabot first reported a position in IBM in Q1 2014 and has held it in 50 quarters since. The position peaked at $23.7M in Q2 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Moors & Cabot held 75,235 shares of IBM worth $21.2M as of Q2 2026.
Moors & Cabot sold 1,615 IBM shares in Q2 2026, an estimated $407K.
IBM made up 0.82% of Moors & Cabot's portfolio in Q2 2026, its #18 holding.
Moors & Cabot first reported a position in IBM in Q1 2014 and has held it in 50 quarters since.
Moors & Cabot's IBM position peaked at $23.7M in Q2 2025.
3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.