MIM
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Moseley Investment Management’s IBM IBM Stock Holding History

Moseley Investment 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 		$499K Sell
2,058
-132
-6% -$35.7K 0.16% 87
2025
Q4 		$649K Sell
2,190
-44
-2% -$13.2K 0.2% 81
2025
Q3 		$630K Buy
2,234
+280
+14% +$73.3K 0.19% 81
2025
Q2 		$576K Sell
1,954
-28
-1% -$7.21K 0.2% 85
2025
Q1 		$493K Sell
1,982
-34
-2% -$8.32K 0.19% 90
2024
Q4 		$443K Buy
2,016
+14
+0.7% +$3.12K 0.17% 100
2024
Q3 		$443K Sell
2,002
-57
-3% -$11.2K 0.18% 100
2024
Q2 		$356K Buy
2,059
+46
+2% +$7.99K 0.17% 97
2024
Q1 		$384K Buy
2,013
+517
+35% +$94.3K 0.19% 96
2023
Q4 		$245K Buy
+1,496
New +$226K 0.14% 124
2023
Q1 		– Sell
-2,916
Closed -$411K – 146
2022
Q4 		$411K Sell
2,916
-270
-8% -$37.2K 0.29% 84
2022
Q3 		$379K Sell
3,186
-74
-2% -$9.71K 0.28% 89
2022
Q2 		$460K Buy
+3,260
New +$440K 0.32% 86
2021
Q3 		– Sell
-1,457
Closed -$204K – 179
2021
Q2 		$204K Buy
+1,457
New +$199K 0.1% 171
2020
Q4 		– Sell
-1,856
Closed -$216K – 156
2020
Q3 		$216K Sell
1,856
-232
-11% -$27.3K 0.15% 127
2020
Q2 		$241K Sell
2,088
-4
-0.2% -$465 0.2% 114
2020
Q1 		$222K Sell
2,092
-361
-15% -$45.7K 0.26% 103
2019
Q4 		$314K Sell
2,453
-331
-12% -$43K 0.31% 93
2019
Q3 		$387K Sell
2,784
-1,315
-32% -$177K 0.41% 71
2019
Q2 		$540K Buy
4,099
+148
+4% +$19.4K 0.5% 55
2019
Q1 		$533K Buy
+3,951
New +$504K 0.55% 52

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moseley Investment Management's IBM Position: Q1 2026 in Review

Moseley Investment Management reduced its IBM (IBM) stake by 6% in Q1 2026, selling an estimated $35.7K and leaving 2,058 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #87.

Moseley Investment Management first reported a position in IBM in Q1 2019 and has held it in 21 quarters since. The position peaked at $649K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Moseley Investment Management held 2,058 shares of IBM worth $499K as of Q1 2026.
  • Moseley Investment Management sold 132 IBM shares in Q1 2026, an estimated $35.7K.
  • IBM made up 0.16% of Moseley Investment Management's portfolio in Q1 2026, its #87 holding.
  • Moseley Investment Management first reported a position in IBM in Q1 2019 and has held it in 21 quarters since.
  • Moseley Investment Management's IBM position peaked at $649K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.