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Notis-McConarty Edward’s IBM IBM Stock Holding History

Notis-McConarty Edward’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 		$225K Sell
800
-125
-14% -$31.5K 0.1% 64
2026
Q1 		$224K Sell
925
-125
-12% -$33.8K 0.11% 70
2025
Q4 		$311K Hold
1,050
– – 0.14% 59
2025
Q3 		$296K Hold
1,050
– – 0.14% 68
2025
Q2 		$310K Hold
1,050
– – 0.15% 65
2025
Q1 		$261K Buy
+1,050
New +$257K 0.13% 69
2017
Q1 		– Sell
-1,360
Closed -$216K – 96
2016
Q4 		$216K Sell
1,360
-753
-36% -$115K 0.15% 95
2016
Q3 		$321K Sell
2,113
-659
-24% -$100K 0.22% 79
2016
Q2 		$403K Sell
2,772
-4,498
-62% -$644K 0.28% 74
2016
Q1 		$1.05M Sell
7,270
-2,039
-22% -$260K 0.75% 44
2015
Q4 		$1.23M Sell
9,309
-262
-3% -$35.2K 0.88% 41
2015
Q3 		$1.33M Sell
9,571
-4,591
-32% -$678K 0.99% 36
2015
Q2 		$2.2M Sell
14,162
-1,537
-10% -$247K 1.49% 29
2015
Q1 		$2.41M Sell
15,699
-1,256
-7% -$191K 1.67% 22
2014
Q4 		$2.6M Hold
16,955
– – 1.78% 20
2014
Q3 		$3.08M Buy
16,955
+576
+4% +$105K 2.17% 12
2014
Q2 		$2.84M Sell
16,379
-424
-3% -$76.3K 1.88% 18
2014
Q1 		$3.09M Sell
16,803
-314
-2% -$55.3K 2.15% 13
2013
Q4 		$3.07M Buy
+17,117
New +$2.95M 2.15% 12

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

Notis-McConarty Edward's IBM Position: Q2 2026 in Review

Notis-McConarty Edward reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $31.5K and leaving 800 shares worth $225K. The position accounts for 0.1% of the portfolio, ranked #64.

Notis-McConarty Edward first reported a position in IBM in Q4 2013 and has held it in 19 quarters since. The position peaked at $3.09M in Q1 2014. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Notis-McConarty Edward held 800 shares of IBM worth $225K as of Q2 2026.
  • Notis-McConarty Edward sold 125 IBM shares in Q2 2026, an estimated $31.5K.
  • IBM made up 0.1% of Notis-McConarty Edward's portfolio in Q2 2026, its #64 holding.
  • Notis-McConarty Edward first reported a position in IBM in Q4 2013 and has held it in 19 quarters since.
  • Notis-McConarty Edward's IBM position peaked at $3.09M in Q1 2014.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Notis-McConarty Edward's 13F filing for Q2 2026, filed 11 Aug 2026.