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S.A. Mason’s IBM IBM Stock Holding History

S.A. Mason’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 		$302K Buy
1,244
+47
+4% +$12.7K 0.11% 166
2025
Q4 		$355K Buy
1,197
+10
+0.8% +$3K 0.14% 145
2025
Q3 		$335K Buy
1,187
+240
+25% +$62.8K 0.15% 141
2025
Q2 		$279K Buy
947
+15
+2% +$3.87K 0.14% 142
2025
Q1 		$232K Buy
932
+135
+17% +$33K 0.12% 160
2024
Q4 		$175K Buy
797
+100
+14% +$22.3K 0.09% 179
2024
Q3 		$154K Buy
697
+15
+2% +$2.94K 0.08% 186
2024
Q2 		$118K Hold
682
– – 0.07% 202
2024
Q1 		$130K Buy
682
+21
+3% +$3.83K 0.08% 188
2023
Q4 		$108K Buy
661
+96
+17% +$14.5K 0.07% 199
2023
Q3 		$79.3K Hold
565
– – 0.06% 227
2023
Q2 		$74.1K Hold
565
– – 0.05% 230
2023
Q1 		$74.1K Hold
565
– – 0.05% 230
2022
Q4 		$79.6K Hold
565
– – 0.06% 224
2022
Q3 		$67K Hold
565
– – 0.05% 229
2022
Q2 		$80K Hold
565
– – 0.06% 223
2022
Q1 		$73K Hold
565
– – 0.05% 241
2021
Q4 		$76K Sell
565
-26
-4% -$3.26K 0.05% 232
2021
Q3 		$78K Hold
591
– – 0.05% 229
2021
Q2 		$83K Buy
591
+10
+2% +$1.37K 0.06% 217
2021
Q1 		$74K Buy
581
+42
+8% +$5.03K 0.06% 215
2020
Q4 		$65K Hold
539
– – 0.05% 210
2020
Q3 		$63K Hold
539
– – 0.06% 199
2020
Q2 		$62K Hold
539
– – 0.07% 204
2020
Q1 		$57K Hold
539
– – 0.07% 197
2019
Q4 		$69K Buy
+539
New +$70.1K 0.07% 203

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

S.A. Mason's IBM Position: Q1 2026 in Review

S.A. Mason increased its IBM (IBM) stake by 3.9% in Q1 2026, buying an estimated $12.7K and bringing the position to 1,244 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #166.

S.A. Mason first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $355K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • S.A. Mason held 1,244 shares of IBM worth $302K as of Q1 2026.
  • S.A. Mason bought 47 IBM shares in Q1 2026, an estimated $12.7K.
  • IBM made up 0.11% of S.A. Mason's portfolio in Q1 2026, its #166 holding.
  • S.A. Mason first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's IBM position peaked at $355K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.