S.A. Mason
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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
Q3 		$263K Hold
1,197
– – 0.08% 195
2026
Q2 		$337K Sell
1,197
-47
-4% -$11.8K 0.1% 169
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% +$3.86K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

S.A. Mason's IBM Position: Q3 2026 in Review

S.A. Mason held its IBM (IBM) position steady in Q3 2026 at 1,197 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #195.

S.A. Mason first reported a position in IBM in Q4 2019 and has held it in 28 quarters since. The position peaked at $355K in Q4 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • S.A. Mason held 1,197 shares of IBM worth $263K as of Q3 2026.
  • S.A. Mason left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.08% of S.A. Mason's portfolio in Q3 2026, its #195 holding.
  • S.A. Mason first reported a position in IBM in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's IBM position peaked at $355K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.