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Mystic Asset Management’s IBM IBM Stock Holding History

Mystic Asset 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 		$4.88M Buy
20,144
+210
+1% +$56.8K 1.13% 22
2025
Q4 		$5.9M Sell
19,934
-184
-0.9% -$55.1K 1.34% 15
2025
Q3 		$5.68M Buy
20,118
+193
+1% +$50.5K 1.28% 17
2025
Q2 		$5.87M Buy
19,925
+55
+0.3% +$14.2K 1.42% 15
2025
Q1 		$4.94M Buy
19,870
+2,013
+11% +$492K 1.3% 17
2024
Q4 		$3.93M Buy
17,857
+10,507
+143% +$2.34M 1.05% 23
2024
Q3 		$1.63M Sell
7,350
-150
-2% -$29.4K 0.61% 53
2024
Q2 		$1.3M Buy
7,500
+75
+1% +$13K 0.52% 60
2024
Q1 		$1.42M Buy
7,425
+228
+3% +$41.6K 0.59% 54
2023
Q4 		$1.18M Buy
7,197
+295
+4% +$44.6K 0.56% 62
2023
Q3 		$968K Buy
6,902
+50
+0.7% +$7.11K 0.54% 61
2023
Q2 		$917K Buy
6,852
+49
+0.7% +$6.32K 0.49% 71
2023
Q1 		$892K Buy
6,803
+61
+0.9% +$8.16K 0.49% 73
2022
Q4 		$950K Buy
6,742
+310
+5% +$42.8K 0.54% 63
2022
Q3 		$764K Buy
6,432
+418
+7% +$54.9K 0.49% 69
2022
Q2 		$849K Buy
6,014
+200
+3% +$27K 0.52% 66
2022
Q1 		$755K Buy
5,814
+310
+6% +$40.4K 0.41% 79
2021
Q4 		$735K Buy
+5,504
New +$690K 0.35% 83

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

Mystic Asset Management's IBM Position: Q1 2026 in Review

Mystic Asset Management increased its IBM (IBM) stake by 1.1% in Q1 2026, buying an estimated $56.8K and bringing the position to 20,144 shares worth $4.88M. The position accounts for 1.13% of the portfolio, ranked #22.

Mystic Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.9M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mystic Asset Management held 20,144 shares of IBM worth $4.88M as of Q1 2026.
  • Mystic Asset Management bought 210 IBM shares in Q1 2026, an estimated $56.8K.
  • IBM made up 1.13% of Mystic Asset Management's portfolio in Q1 2026, its #22 holding.
  • Mystic Asset Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Mystic Asset Management's IBM position peaked at $5.9M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.