MBFW
IBM icon

Morton Brown Family Wealth’s IBM IBM Stock Holding History

Morton Brown Family Wealth’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 		$85.2K Buy
303
+11
+4% +$2.77K 0.02% 103
2026
Q1 		$70.8K Hold
292
– – 0.02% 102
2025
Q4 		$86.5K Hold
292
– – 0.02% 90
2025
Q3 		$82.4K Hold
292
– – 0.02% 92
2025
Q2 		$86.1K Sell
292
-14
-5% -$3.61K 0.03% 88
2025
Q1 		$76.1K Buy
306
+99
+48% +$24.2K 0.03% 87
2024
Q4 		$45.5K Sell
207
-129
-38% -$28.7K 0.02% 107
2024
Q3 		$74.3K Buy
336
+123
+58% +$24.1K 0.03% 84
2024
Q2 		$39.5K Sell
213
-10
-4% -$1.74K 0.02% 101
2024
Q1 		$42.6K Sell
223
-184
-45% -$33.6K 0.02% 92
2023
Q4 		$66.6K Buy
407
+157
+63% +$23.7K 0.03% 85
2023
Q3 		$35.1K Sell
250
-6
-2% -$854 0.02% 91
2023
Q2 		$34.3K Hold
256
– – 0.02% 90
2023
Q1 		$33.6K Hold
256
– – 0.02% 88
2022
Q4 		$36.1K Sell
256
-41
-14% -$5.66K 0.02% 83
2022
Q3 		$35K Sell
297
-11
-4% -$1.44K 0.03% 77
2022
Q2 		$43K Hold
308
– – 0.03% 69
2022
Q1 		$40K Hold
308
– – 0.03% 76
2021
Q4 		$41K Buy
+308
New +$38.6K 0.03% 81

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Morton Brown Family Wealth's IBM Position: Q2 2026 in Review

Morton Brown Family Wealth increased its IBM (IBM) stake by 3.8% in Q2 2026, buying an estimated $2.77K and bringing the position to 303 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #103.

Morton Brown Family Wealth first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $86.5K in Q4 2025. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Morton Brown Family Wealth held 303 shares of IBM worth $85.2K as of Q2 2026.
  • Morton Brown Family Wealth bought 11 IBM shares in Q2 2026, an estimated $2.77K.
  • IBM made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #103 holding.
  • Morton Brown Family Wealth first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's IBM position peaked at $86.5K in Q4 2025.
  • 2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.