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MOTCO’s IBM IBM Stock Holding History

MOTCO’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 		$4.18M Buy
17,255
+99
+0.6% +$26.8K 0.39% 84
2025
Q4 		$5.08M Sell
17,156
-242
-1% -$72.5K 0.46% 71
2025
Q3 		$4.91M Buy
17,398
+15,188
+687% +$3.98M 0.45% 74
2025
Q2 		$559K Buy
2,210
+389
+21% +$100K 0.05% 139
2025
Q1 		$453K Sell
1,821
-2,514
-58% -$615K 0.05% 140
2024
Q4 		$953K Buy
4,335
+89
+2% +$19.8K 0.1% 119
2024
Q3 		$939K Sell
4,246
-360
-8% -$70.6K 0.09% 126
2024
Q2 		$797K Buy
4,606
+317
+7% +$55.1K 0.05% 168
2024
Q1 		$819K Buy
4,289
+2,614
+156% +$477K 0.05% 167
2023
Q4 		$274K Hold
1,675
– – 0.02% 225
2023
Q3 		$235K Sell
1,675
-2
-0.1% -$285 0.02% 216
2023
Q2 		$224K Buy
1,677
+3
+0.2% +$387 0.01% 222
2023
Q1 		$219K Sell
1,674
-298
-15% -$39.9K 0.01% 219
2022
Q4 		$278K Sell
1,972
-164
-8% -$22.6K 0.02% 201
2022
Q3 		$254K Buy
2,136
+64
+3% +$8.4K 0.02% 202
2022
Q2 		$293K Buy
2,072
+61
+3% +$8.23K 0.02% 197
2022
Q1 		$261K Buy
2,011
+75
+4% +$9.78K 0.02% 216
2021
Q4 		$259K Sell
1,936
-89
-4% -$11.2K 0.02% 211
2021
Q3 		$269K Hold
2,025
– – 0.02% 206
2021
Q2 		$284K Sell
2,025
-105
-5% -$14.4K 0.02% 213
2021
Q1 		$271K Sell
2,130
-464
-18% -$55.5K 0.02% 209
2020
Q4 		$313K Buy
2,594
+97
+4% +$11.2K 0.02% 194
2020
Q3 		$291K Buy
2,497
+339
+16% +$39.9K 0.02% 195
2020
Q2 		$250K Buy
2,158
+575
+36% +$66.8K 0.02% 186
2020
Q1 		$168K Sell
1,583
-49
-3% -$6.2K 0.02% 215
2019
Q4 		$209K Buy
1,632
+27
+2% +$3.51K 0.02% 209
2019
Q3 		$224K Sell
1,605
-137
-8% -$18.5K 0.02% 207
2019
Q2 		$230K Buy
1,742
+236
+16% +$31K 0.02% 214
2019
Q1 		$204K Sell
1,506
-22
-1% -$2.8K 0.02% 212
2018
Q4 		$166K Sell
1,528
-57,521
-97% -$6.9M 0.02% 222
2018
Q3 		$8.54M Buy
59,049
+970
+2% +$136K 0.85% 29
2018
Q2 		$7.76M Buy
58,079
+2,748
+5% +$383K 0.8% 29
2018
Q1 		$8.12M Buy
55,331
+2,878
+5% +$435K 0.83% 29
2017
Q4 		$7.69M Buy
52,453
+31,395
+149% +$4.57M 0.78% 30
2017
Q3 		$2.92M Sell
21,058
-2,603
-11% -$363K 0.3% 107
2017
Q2 		$3.48M Buy
23,661
+3,525
+18% +$531K 0.36% 93
2017
Q1 		$3.35M Sell
20,136
-147
-0.7% -$24.6K 0.36% 95
2016
Q4 		$3.22M Buy
20,283
+68
+0.3% +$10.4K 0.36% 100
2016
Q3 		$3.07M Buy
20,215
+1,515
+8% +$230K 0.34% 100
2016
Q2 		$2.71M Buy
18,700
+972
+5% +$139K 0.3% 106
2016
Q1 		$2.57M Buy
17,728
+810
+5% +$103K 0.29% 104
2015
Q4 		$2.23M Sell
16,918
-1,996
-11% -$268K 0.26% 105
2015
Q3 		$2.62M Buy
18,914
+827
+5% +$122K 0.32% 101
2015
Q2 		$2.81M Sell
18,087
-22,670
-56% -$3.64M 0.32% 99
2015
Q1 		$6.25M Sell
40,757
-2,795
-6% -$424K 0.7% 46
2014
Q4 		$6.68M Sell
43,552
-38
-0.1% -$6.05K 0.71% 45
2014
Q3 		$7.91M Buy
43,590
+3,391
+8% +$618K 0.84% 36
2014
Q2 		$6.97M Buy
40,199
+2,409
+6% +$434K 0.76% 39
2014
Q1 		$6.95M Buy
37,790
+536
+1% +$94.4K 0.8% 35
2013
Q4 		$6.68M Buy
37,254
+1,261
+4% +$217K 0.77% 37
2013
Q3 		$6.37M Buy
35,993
+1,164
+3% +$212K 0.78% 33
2013
Q2 		$6.36M Buy
+34,829
New +$6.78M 0.81% 32

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

MOTCO's IBM Position: Q1 2026 in Review

MOTCO increased its IBM (IBM) stake by 0.58% in Q1 2026, buying an estimated $26.8K and bringing the position to 17,255 shares worth $4.18M. The position accounts for 0.39% of the portfolio, ranked #84.

MOTCO first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.54M in Q3 2018. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MOTCO held 17,255 shares of IBM worth $4.18M as of Q1 2026.
  • MOTCO bought 99 IBM shares in Q1 2026, an estimated $26.8K.
  • IBM made up 0.39% of MOTCO's portfolio in Q1 2026, its #84 holding.
  • MOTCO first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • MOTCO's IBM position peaked at $8.54M in Q3 2018.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.