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Morse Asset Management’s IBM IBM Stock Holding History

Morse Asset Management’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
2026
Q2 		$281 Hold
1
– – ﹤0.01% 403
2026
Q1 		$242 Sell
1
-1
-50% -$271 ﹤0.01% 388
2025
Q4 		$592 Hold
2
– – ﹤0.01% 375
2025
Q3 		$564 Sell
2
-845
-100% -$221K ﹤0.01% 354
2025
Q2 		$250K Buy
847
+845
+42,250% +$218K 0.05% 143
2025
Q1 		$497 Hold
2
– – ﹤0.01% 326
2024
Q4 		$440 Hold
2
– – ﹤0.01% 319
2024
Q3 		$442 Buy
+2
New +$392 ﹤0.01% 329
2018
Q1 		– Sell
-1,517
Closed -$222K – 148
2017
Q4 		$222K Hold
1,517
– – 0.06% 127
2017
Q3 		$210K Sell
1,517
-269
-15% -$37.5K 0.06% 123
2017
Q2 		$263K Sell
1,786
-104
-6% -$15.7K 0.09% 111
2017
Q1 		$315K Buy
+1,890
New +$317K 0.11% 113

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morse Asset Management's IBM Position: Q2 2026 in Review

Morse Asset Management held its IBM (IBM) position steady in Q2 2026 at 1 share worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Morse Asset Management first reported a position in IBM in Q1 2017 and has held it in 12 quarters since. The position peaked at $315K in Q1 2017. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Morse Asset Management held 1 share of IBM worth $281 as of Q2 2026.
  • Morse Asset Management left its IBM share count unchanged in Q2 2026.
  • IBM made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #403 holding.
  • Morse Asset Management first reported a position in IBM in Q1 2017 and has held it in 12 quarters since.
  • Morse Asset Management's IBM position peaked at $315K in Q1 2017.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.