MIM
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MTM Investment Management’s IBM IBM Stock Holding History

MTM 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 		$882K Buy
3,638
+4
+0.1% +$1.08K 0.28% 89
2025
Q4 		$1.08M Sell
3,634
-57
-2% -$17.1K 0.34% 74
2025
Q3 		$1.04M Buy
3,691
+50
+1% +$13.1K 0.33% 80
2025
Q2 		$1.07M Buy
3,641
+3
+0.1% +$773 0.36% 73
2025
Q1 		$911K Buy
3,638
+4
+0.1% +$978 0.35% 78
2024
Q4 		$799K Buy
3,634
+4
+0.1% +$891 0.31% 83
2024
Q3 		$820K Sell
3,630
-159
-4% -$31.2K 0.32% 80
2024
Q2 		$655K Buy
3,789
+7
+0.2% +$1.22K 0.27% 88
2024
Q1 		$722K Sell
3,782
-395
-9% -$72.1K 0.3% 86
2023
Q4 		$683K Buy
4,177
+322
+8% +$48.7K 0.31% 84
2023
Q3 		$541K Buy
3,855
+7
+0.2% +$996 0.27% 92
2023
Q2 		$515K Buy
3,848
+8
+0.2% +$1.03K 0.25% 96
2023
Q1 		$503K Sell
3,840
-21
-0.5% -$2.81K 0.26% 96
2022
Q4 		$544K Buy
3,861
+81
+2% +$11.2K 0.28% 95
2022
Q3 		$449K Buy
3,780
+165
+5% +$21.7K 0.25% 103
2022
Q2 		$510K Buy
3,615
+170
+5% +$22.9K 0.28% 100
2022
Q1 		$448K Buy
3,445
+3
+0.1% +$391 0.22% 109
2021
Q4 		$460K Sell
3,442
-155
-4% -$19.4K 0.22% 106
2021
Q3 		$478K Sell
3,597
-196
-5% -$26.2K 0.26% 99
2021
Q2 		$531K Buy
3,793
+3
+0.1% +$410 0.28% 96
2021
Q1 		$483K Buy
3,790
+55
+1% +$6.58K 0.27% 95
2020
Q4 		$449K Buy
+3,735
New +$432K 0.28% 93

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

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

MTM Investment Management increased its IBM (IBM) stake by 0.11% in Q1 2026, buying an estimated $1.08K and bringing the position to 3,638 shares worth $882K. The position accounts for 0.28% of the portfolio, ranked #89.

MTM Investment Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.08M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MTM Investment Management held 3,638 shares of IBM worth $882K as of Q1 2026.
  • MTM Investment Management bought 4 IBM shares in Q1 2026, an estimated $1.08K.
  • IBM made up 0.28% of MTM Investment Management's portfolio in Q1 2026, its #89 holding.
  • MTM Investment Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • MTM Investment Management's IBM position peaked at $1.08M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.