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MSH Capital Advisors’s IBM IBM Stock Holding History

MSH Capital Advisors’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 		$592K Buy
2,441
+269
+12% +$72.8K 0.13% 158
2025
Q4 		$643K Buy
2,172
+38
+2% +$11.4K 0.14% 154
2025
Q3 		$602K Buy
2,134
+29
+1% +$7.59K 0.16% 149
2025
Q2 		$621K Sell
2,105
-35
-2% -$9.02K 0.18% 136
2025
Q1 		$532K Hold
2,140
– – 0.16% 139
2024
Q4 		$470K Sell
2,140
-95
-4% -$21.2K 0.15% 158
2024
Q3 		$494K Hold
2,235
– – 0.15% 148
2024
Q2 		$387K Sell
2,235
-17
-0.8% -$2.95K 0.13% 162
2024
Q1 		$430K Buy
2,252
+100
+5% +$18.2K 0.15% 142
2023
Q4 		$352K Sell
2,152
-436
-17% -$65.9K 0.13% 153
2023
Q3 		$363K Sell
2,588
-26,863
-91% -$3.82M 0.14% 155
2023
Q2 		$3.94M Buy
29,451
+27,127
+1,167% +$3.5M 1.44% 13
2023
Q1 		$305K Buy
2,324
+104
+5% +$13.9K 0.13% 160
2022
Q4 		$313K Sell
2,220
-780
-26% -$108K 0.14% 147
2022
Q3 		$356K Buy
3,000
+7
+0.2% +$919 0.18% 121
2022
Q2 		$423K Sell
2,993
-125
-4% -$16.9K 0.2% 117
2022
Q1 		$405K Buy
3,118
+297
+11% +$38.7K 0.17% 128
2021
Q4 		$377K Buy
+2,821
New +$354K 0.17% 126

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

MSH Capital Advisors's IBM Position: Q1 2026 in Review

MSH Capital Advisors increased its IBM (IBM) stake by 12% in Q1 2026, buying an estimated $72.8K and bringing the position to 2,441 shares worth $592K. The position accounts for 0.13% of the portfolio, ranked #158.

MSH Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.94M in Q2 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MSH Capital Advisors held 2,441 shares of IBM worth $592K as of Q1 2026.
  • MSH Capital Advisors bought 269 IBM shares in Q1 2026, an estimated $72.8K.
  • IBM made up 0.13% of MSH Capital Advisors's portfolio in Q1 2026, its #158 holding.
  • MSH Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's IBM position peaked at $3.94M in Q2 2023.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.