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Mutual Advisors’s IBM IBM Stock Holding History

Mutual 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 		$8.62M Buy
35,546
+3,497
+11% +$946K 0.18% 100
2025
Q4 		$9.49M Buy
32,049
+300
+0.9% +$89.8K 0.2% 98
2025
Q3 		$9.05M Buy
31,749
+1,972
+7% +$516K 0.2% 100
2025
Q2 		$7.73M Buy
29,777
+1,334
+5% +$344K 0.19% 106
2025
Q1 		$6.61M Sell
28,443
-9,741
-26% -$2.38M 0.19% 107
2024
Q4 		$8.5M Buy
38,184
+358
+0.9% +$79.7K 0.25% 73
2024
Q3 		$8.26M Sell
37,826
-3,118
-8% -$611K 0.24% 73
2024
Q2 		$7.84M Buy
40,944
+14,390
+54% +$2.5M 0.24% 80
2024
Q1 		$5.07M Sell
26,554
-578
-2% -$105K 0.16% 129
2023
Q4 		$4.44M Sell
27,132
-16,536
-38% -$2.5M 0.15% 143
2023
Q3 		$6.13M Sell
43,668
-5,056
-10% -$719K 0.24% 81
2023
Q2 		$6.52M Buy
48,724
+6,254
+15% +$807K 0.25% 84
2023
Q1 		$5.57M Buy
42,470
+17,314
+69% +$2.32M 0.23% 92
2022
Q4 		$3.54M Buy
25,156
+3,105
+14% +$428K 0.16% 137
2022
Q3 		$2.62M Buy
22,051
+1,888
+9% +$248K 0.13% 155
2022
Q2 		$2.85M Buy
20,163
+1,706
+9% +$230K 0.19% 124
2022
Q1 		$2.4M Sell
18,457
-783
-4% -$102K 0.13% 179
2021
Q4 		$2.57M Buy
19,240
+1,534
+9% +$192K 0.14% 183
2021
Q3 		$2.35M Buy
17,706
+1,556
+10% +$208K 0.14% 185
2021
Q2 		$2.26M Buy
16,150
+610
+4% +$83.4K 0.13% 191
2021
Q1 		$1.98M Buy
15,540
+4,074
+36% +$488K 0.14% 183
2020
Q4 		$1.38M Buy
11,466
+2,421
+27% +$280K 0.1% 240
2020
Q3 		$1.05M Buy
9,045
+1,936
+27% +$228K 0.09% 242
2020
Q2 		$821K Buy
7,109
+1,233
+21% +$143K 0.08% 262
2020
Q1 		$623K Sell
5,876
-697
-11% -$88.1K 0.08% 245
2019
Q4 		$842K Buy
6,573
+923
+16% +$120K 0.09% 251
2019
Q3 		$786K Sell
5,650
-128
-2% -$17.3K 0.1% 234
2019
Q2 		$762K Buy
5,778
+1,806
+45% +$237K 0.1% 251
2019
Q1 		$536K Sell
3,972
-905
-19% -$115K 0.08% 266
2018
Q4 		$530K Buy
4,877
+708
+17% +$85K 0.1% 230
2018
Q3 		$603K Buy
4,169
+640
+18% +$89.4K 0.09% 259
2018
Q2 		$471K Buy
3,529
+1,105
+46% +$154K 0.11% 254
2018
Q1 		$355K Sell
2,424
-1,093
-31% -$165K 0.09% 281
2017
Q4 		$516K Buy
+3,517
New +$511K 0.19% 151

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

Mutual Advisors's IBM Position: Q1 2026 in Review

Mutual Advisors increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $946K and bringing the position to 35,546 shares worth $8.62M. The position accounts for 0.18% of the portfolio, ranked #100.

Mutual Advisors first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.49M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mutual Advisors held 35,546 shares of IBM worth $8.62M as of Q1 2026.
  • Mutual Advisors bought 3,497 IBM shares in Q1 2026, an estimated $946K.
  • IBM made up 0.18% of Mutual Advisors's portfolio in Q1 2026, its #100 holding.
  • Mutual Advisors first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
  • Mutual Advisors's IBM position peaked at $9.49M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.