Morgan Stanley’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.76B | Buy |
19,630,951
+4,771,145
| +32% | +$1.29B | 0.29% | 56 |
|
|
2025
Q4 | $4.4B | Sell |
14,859,806
-1,164,295
| -7% | -$349M | 0.26% | 61 |
|
|
2025
Q3 | $4.52B | Sell |
16,024,101
-99,476
| -0.6% | -$26M | 0.27% | 60 |
|
|
2025
Q2 | $4.75B | Sell |
16,123,577
-373,479
| -2% | -$96.2M | 0.31% | 50 |
|
|
2025
Q1 | $4.1B | Buy |
16,497,056
+2,486,922
| +18% | +$608M | 0.29% | 54 |
|
|
2024
Q4 | $3.08B | Sell |
14,010,134
-137,152
| -1% | -$30.5M | 0.22% | 77 |
|
|
2024
Q3 | $3.13B | Buy |
14,147,286
+340,056
| +2% | +$66.7M | 0.23% | 78 |
|
|
2024
Q2 | $2.39B | Sell |
13,807,230
-361,576
| -3% | -$62.8M | 0.18% | 93 |
|
|
2024
Q1 | $2.71B | Sell |
14,168,806
-15,364,366
| -52% | -$2.8B | 0.22% | 76 |
|
|
2023
Q4 | $4.83B | Buy |
29,533,172
+13,275,383
| +82% | +$2.01B | 0.21% | 86 |
|
|
2023
Q3 | $2.28B | Buy |
16,257,789
+1,919,490
| +13% | +$273M | 0.23% | 76 |
|
|
2023
Q2 | $1.92B | Buy |
14,338,299
+473,608
| +3% | +$61.1M | 0.19% | 105 |
|
|
2023
Q1 | $1.82B | Sell |
13,864,691
-2,727,403
| -16% | -$365M | 0.19% | 103 |
|
|
2022
Q4 | $2.34B | Buy |
16,592,094
+3,084,458
| +23% | +$425M | 0.27% | 71 |
|
|
2022
Q3 | $1.6B | Buy |
13,507,636
+988,716
| +8% | +$130M | 0.22% | 91 |
|
|
2022
Q2 | $1.77B | Buy |
12,518,920
+3,690,767
| +42% | +$498M | 0.23% | 84 |
|
|
2022
Q1 | $1.15B | Sell |
8,828,153
-884,228
| -9% | -$115M | 0.15% | 144 |
|
|
2021
Q4 | $1.3B | Sell |
9,712,381
-2,119,153
| -18% | -$266M | 0.16% | 139 |
|
|
2021
Q3 | $1.57B | Sell |
11,831,534
-758,592
| -6% | -$101M | 0.21% | 115 |
|
|
2021
Q2 | $1.76B | Sell |
12,590,126
-47,875
| -0.4% | -$6.55M | 0.23% | 100 |
|
|
2021
Q1 | $1.61B | Buy |
12,638,001
+2,330,821
| +23% | +$279M | 0.24% | 100 |
|
|
2020
Q4 | $1.24B | Buy |
10,307,180
+619,755
| +6% | +$71.6M | 0.19% | 121 |
|
|
2020
Q3 | $1.13B | Buy |
9,687,425
+688,623
| +8% | +$81.1M | 0.22% | 110 |
|
|
2020
Q2 | $1.04B | Sell |
8,998,802
-244,457
| -3% | -$28.4M | 0.23% | 109 |
|
|
2020
Q1 | $980M | Sell |
9,243,259
-962,750
| -9% | -$122M | 0.27% | 91 |
|
|
2019
Q4 | $1.31B | Buy |
10,206,009
+1,308,695
| +15% | +$170M | 0.3% | 73 |
|
|
2019
Q3 | $1.24B | Buy |
8,897,314
+362,449
| +4% | +$48.9M | 0.33% | 69 |
|
|
2019
Q2 | $1.13B | Sell |
8,534,865
-71,143
| -0.8% | -$9.35M | 0.3% | 80 |
|
|
2019
Q1 | $1.16B | Sell |
8,606,008
-1,047,779
| -11% | -$134M | 0.33% | 66 |
|
|
2018
Q4 | $1.05B | Sell |
9,653,787
-4,561,118
| -32% | -$547M | 0.31% | 65 |
|
|
2018
Q3 | $2.05B | Buy |
14,214,905
+1,571,093
| +12% | +$220M | 0.51% | 22 |
|
|
2018
Q2 | $1.69B | Sell |
12,643,812
-1,252,829
| -9% | -$175M | 0.46% | 33 |
|
|
2018
Q1 | $2.04B | Buy |
13,896,641
+2,100,143
| +18% | +$318M | 0.57% | 20 |
|
|
2017
Q4 | $1.73B | Sell |
11,796,498
-1,670,424
| -12% | -$243M | 0.47% | 28 |
|
|
2017
Q3 | $1.87B | Buy |
13,466,922
+647,502
| +5% | +$90.2M | 0.56% | 20 |
|
|
2017
Q2 | $1.89B | Buy |
12,819,420
+1,620,459
| +14% | +$244M | 0.57% | 17 |
|
|
2017
Q1 | $1.86B | Buy |
11,198,961
+225,307
| +2% | +$37.8M | 0.57% | 17 |
|
|
2016
Q4 | $1.74B | Buy |
10,973,654
+245,518
| +2% | +$37.4M | 0.57% | 18 |
|
|
2016
Q3 | $1.63B | Buy |
10,728,136
+2,955,110
| +38% | +$448M | 0.56% | 18 |
|
|
2016
Q2 | $1.13B | Buy |
7,773,026
+1,462,522
| +23% | +$209M | 0.41% | 34 |
|
|
2016
Q1 | $914M | Buy |
6,310,504
+1,708,340
| +37% | +$218M | 0.35% | 43 |
|
|
2015
Q4 | $605M | Buy |
4,602,164
+575,801
| +14% | +$77.4M | 0.22% | 103 |
|
|
2015
Q3 | $558M | Sell |
4,026,363
-839,579
| -17% | -$124M | 0.21% | 106 |
|
|
2015
Q2 | $757M | Buy |
4,865,942
+1,027,189
| +27% | +$165M | 0.26% | 75 |
|
|
2015
Q1 | $589M | Sell |
3,838,753
-52,793
| -1% | -$8.01M | 0.22% | 106 |
|
|
2014
Q4 | $597M | Sell |
3,891,546
-102,881
| -3% | -$16.4M | 0.22% | 102 |
|
|
2014
Q3 | $725M | Buy |
3,994,427
+336,852
| +9% | +$61.4M | 0.28% | 63 |
|
|
2014
Q2 | $634M | Buy |
3,657,575
+36,158
| +1% | +$6.51M | 0.25% | 75 |
|
|
2014
Q1 | $666M | Sell |
3,621,417
-731,557
| -17% | -$129M | 0.28% | 63 |
|
|
2013
Q4 | $781M | Sell |
4,352,974
-608,192
| -12% | -$105M | 0.33% | 47 |
|
|
2013
Q3 | $878M | Sell |
4,961,166
-525,902
| -10% | -$95.6M | 0.42% | 30 |
|
|
2013
Q2 | $1B | Buy |
+5,487,068
| New | +$1.07B | 0.51% | 21 |
|
Other funds holding IBM
VCM
VPM
Morgan Stanley's IBM Position: Q1 2026 in Review
Morgan Stanley increased its IBM (IBM) stake by 32% in Q1 2026, buying an estimated $1.29B and bringing the position to 19,630,951 shares worth $4.76B. The position accounts for 0.29% of the portfolio, ranked #56.
Morgan Stanley first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.83B in Q4 2023. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Morgan Stanley held 19,630,951 shares of IBM worth $4.76B as of Q1 2026.
- Morgan Stanley bought 4,771,145 IBM shares in Q1 2026, an estimated $1.29B.
- IBM made up 0.29% of Morgan Stanley's portfolio in Q1 2026, its #56 holding.
- Morgan Stanley first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's IBM position peaked at $4.83B in Q4 2023.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.