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 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 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

Morse Asset Management's IBM Position: Q1 2026 in Review

Morse Asset Management reduced its IBM (IBM) stake by 50% in Q1 2026, selling an estimated $271 and leaving 1 share worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Morse Asset Management first reported a position in IBM in Q1 2017 and has held it in 11 quarters since. The position peaked at $315K in Q1 2017. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Morse Asset Management held 1 share of IBM worth $242 as of Q1 2026.
Morse Asset Management sold 1 IBM share in Q1 2026, an estimated $271.
IBM made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #388 holding.
Morse Asset Management first reported a position in IBM in Q1 2017 and has held it in 11 quarters since.
Morse Asset Management's IBM position peaked at $315K in Q1 2017.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.