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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
Q3 		– Sell
-800
Closed -$225K – 67
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 		$1.22M 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Notis-McConarty Edward's IBM Position: Q3 2026 in Review

Notis-McConarty Edward sold out of IBM (IBM) in Q3 2026, closing a stake of 800 shares — an estimated $225K sold.

Notis-McConarty Edward first reported a position in IBM in Q4 2013 and held it in 19 quarters. The position peaked at $3.09M in Q1 2014. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Notis-McConarty Edward reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Notis-McConarty Edward sold 800 IBM shares in Q3 2026, an estimated $225K.
  • Notis-McConarty Edward first reported a position in IBM in Q4 2013 and held it in 19 quarters.
  • Notis-McConarty Edward's IBM position peaked at $3.09M in Q1 2014.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Notis-McConarty Edward's 13F filing for Q3 2026, filed 13 Nov 2026.