NAMM
IBM icon

NorthStar Asset Management (Massachusetts)’s IBM IBM Stock Holding History

NorthStar Asset Management (Massachusetts)’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
Q2 		$203K Buy
+723
New +$182K 0.06% 90
2021
Q4 		– Sell
-33,385
Closed -$4.43M – 83
2021
Q3 		$4.43M Buy
33,385
+806
+2% +$108K 1.17% 28
2021
Q2 		$4.57M Sell
32,579
-773
-2% -$106K 1.22% 29
2021
Q1 		$4.25M Buy
+33,352
New +$3.99M 1.34% 30

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s IBM Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) opened a new position in IBM (IBM) in Q2 2026: 723 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings. This is a return to the name: NorthStar Asset Management (Massachusetts) previously reported a position in IBM as recently as Q3 2021.

NorthStar Asset Management (Massachusetts) first reported a position in IBM in Q1 2021 and has held it in 4 quarters since. The position peaked at $4.57M in Q2 2021. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NorthStar Asset Management (Massachusetts) held 723 shares of IBM worth $203K as of Q2 2026.
  • IBM was a new NorthStar Asset Management (Massachusetts) position in Q2 2026.
  • IBM made up 0.06% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #90 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in IBM in Q1 2021 and has held it in 4 quarters since.
  • NorthStar Asset Management (Massachusetts)'s IBM position peaked at $4.57M in Q2 2021.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.