MCM
IBM icon

MV Capital Management’s IBM IBM Stock Holding History

MV Capital 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 		$756K Sell
3,119
-37
-1% -$10K 0.07% 106
2025
Q4 		$935K Buy
3,156
+8
+0.3% +$2.4K 0.09% 97
2025
Q3 		$888K Buy
3,148
+7
+0.2% +$1.83K 0.09% 100
2025
Q2 		$926K Hold
3,141
– – 0.1% 97
2025
Q1 		$781K Buy
3,141
+9
+0.3% +$2.2K 0.08% 103
2024
Q4 		$689K Sell
3,132
-1
-0% -$223 0.07% 103
2024
Q3 		$693K Buy
3,133
+21
+0.7% +$4.12K 0.07% 104
2024
Q2 		$538K Buy
3,112
+8
+0.3% +$1.39K 0.06% 110
2024
Q1 		$593K Buy
3,104
+3
+0.1% +$547 0.07% 108
2023
Q4 		$507K Buy
3,101
+31
+1% +$4.68K 0.06% 113
2023
Q3 		$431K Sell
3,070
-22
-0.7% -$3.13K 0.06% 115
2023
Q2 		$414K Sell
3,092
-572
-16% -$73.8K 0.05% 115
2023
Q1 		$480K Buy
3,664
+37
+1% +$4.95K 0.07% 108
2022
Q4 		$511K Buy
3,627
+104
+3% +$14.3K 0.08% 90
2022
Q3 		$419K Buy
3,523
+132
+4% +$17.3K 0.07% 93
2022
Q2 		$479K Sell
3,391
-19
-0.6% -$2.56K 0.08% 97
2022
Q1 		$443K Buy
3,410
+193
+6% +$25.2K 0.07% 103
2021
Q4 		$430K Buy
3,217
+433
+16% +$54.3K 0.06% 107
2021
Q3 		$370K Buy
2,784
+83
+3% +$11.1K 0.06% 108
2021
Q2 		$378K Sell
2,701
-290
-10% -$39.7K 0.06% 102
2021
Q1 		$381K Sell
2,991
-762
-20% -$91.2K 0.07% 94
2020
Q4 		$452K Buy
3,753
+1,734
+86% +$200K 0.09% 84
2020
Q3 		$235K Hold
2,019
– – 0.05% 90
2020
Q2 		$233K Buy
2,019
+169
+9% +$19.6K 0.05% 91
2020
Q1 		$196K Hold
1,850
– – 0.05% 94
2019
Q4 		$237K Buy
1,850
+283
+18% +$36.8K 0.05% 98
2019
Q3 		$218K Sell
1,567
-4
-0.3% -$540 0.05% 104
2019
Q2 		$207K Hold
1,571
– – 0.05% 103
2019
Q1 		$212K Buy
1,571
+261
+20% +$33.3K 0.05% 98
2018
Q4 		$142K Sell
1,310
-483
-27% -$58K 0.04% 109
2018
Q3 		$259K Sell
1,793
-343
-16% -$47.9K 0.06% 83
2018
Q2 		$285K Sell
2,136
-105
-5% -$14.6K 0.07% 74
2018
Q1 		$329K Sell
2,241
-252
-10% -$38.1K 0.09% 69
2017
Q4 		$366K Sell
2,493
-575
-19% -$83.6K 0.1% 66
2017
Q3 		$425K Sell
3,068
-469
-13% -$65.3K 0.12% 58
2017
Q2 		$520K Hold
3,537
– – 0.15% 54
2017
Q1 		$589K Hold
3,537
– – 0.19% 50
2016
Q4 		$561K Buy
3,537
+65
+2% +$9.9K 0.2% 46
2016
Q3 		$527K Sell
3,472
-206
-6% -$31.3K 0.19% 45
2016
Q2 		$534K Buy
3,678
+1,464
+66% +$210K 0.19% 49
2016
Q1 		$321K Hold
2,214
– – 0.13% 63
2015
Q4 		$291K Sell
2,214
-40
-2% -$5.37K 0.11% 73
2015
Q3 		$312K Sell
2,254
-1,015
-31% -$150K 0.14% 53
2015
Q2 		$508K Buy
3,269
+693
+27% +$111K 0.21% 45
2015
Q1 		$395K Buy
2,576
+176
+7% +$26.7K 0.17% 45
2014
Q4 		$368K Buy
+2,400
New +$382K 0.17% 43

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

MV Capital Management's IBM Position: Q1 2026 in Review

MV Capital Management reduced its IBM (IBM) stake by 1.2% in Q1 2026, selling an estimated $10K and leaving 3,119 shares worth $756K. The position accounts for 0.07% of the portfolio, ranked #106.

MV Capital Management first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $935K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MV Capital Management held 3,119 shares of IBM worth $756K as of Q1 2026.
  • MV Capital Management sold 37 IBM shares in Q1 2026, an estimated $10K.
  • IBM made up 0.07% of MV Capital Management's portfolio in Q1 2026, its #106 holding.
  • MV Capital Management first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • MV Capital Management's IBM position peaked at $935K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.