MRA Advisory Group
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MRA Advisory Group’s IBM IBM Stock Holding History

MRA Advisory Group’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
Q3 		$365K Buy
1,660
+3
+0.2% +$712 0.14% 97
2026
Q2 		$466K Sell
1,657
-296
-15% -$74.6K 0.17% 85
2026
Q1 		$473K Sell
1,953
-83
-4% -$22.5K 0.19% 74
2025
Q4 		$603K Sell
2,036
-222
-10% -$66.5K 0.25% 59
2025
Q3 		$637K Buy
2,258
+259
+13% +$67.8K 0.28% 54
2025
Q2 		$589K Sell
1,999
-129
-6% -$33.2K 0.28% 50
2025
Q1 		$529K Buy
2,128
+29
+1% +$7.09K 0.28% 49
2024
Q4 		$461K Sell
2,099
-114
-5% -$25.4K 0.24% 51
2024
Q3 		$489K Buy
2,213
+484
+28% +$94.9K 0.27% 49
2024
Q2 		$299K Buy
1,729
+51
+3% +$8.86K 0.17% 70
2024
Q1 		$320K Sell
1,678
-12
-0.7% -$2.19K 0.19% 66
2023
Q4 		$276K Sell
1,690
-2,359
-58% -$356K 0.18% 73
2023
Q3 		$568K Buy
4,049
+1,302
+47% +$185K 0.41% 49
2023
Q2 		$368K Sell
2,747
-217
-7% -$28K 0.25% 66
2023
Q1 		$389K Buy
2,964
+947
+47% +$127K 0.28% 63
2022
Q4 		$284K Buy
2,017
+118
+6% +$16.3K 0.22% 78
2022
Q3 		$224K Buy
1,899
+12
+0.6% +$1.58K 0.19% 86
2022
Q2 		$266K Buy
+1,887
New +$255K 0.23% 81

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MRA Advisory Group's IBM Position: Q3 2026 in Review

MRA Advisory Group increased its IBM (IBM) stake by 0.18% in Q3 2026, buying an estimated $712 and bringing the position to 1,660 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #97.

MRA Advisory Group first reported a position in IBM in Q2 2022 and has held it in 18 quarters since. The position peaked at $637K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • MRA Advisory Group held 1,660 shares of IBM worth $365K as of Q3 2026.
  • MRA Advisory Group bought 3 IBM shares in Q3 2026, an estimated $712.
  • IBM made up 0.14% of MRA Advisory Group's portfolio in Q3 2026, its #97 holding.
  • MRA Advisory Group first reported a position in IBM in Q2 2022 and has held it in 18 quarters since.
  • MRA Advisory Group's IBM position peaked at $637K in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.