Bank Julius Baer & Co
IBM icon

Bank Julius Baer & Co’s IBM IBM Stock Holding History

Bank Julius Baer & Co’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 		$144M Sell
511,347
-713,712
-58% -$180M 0.37% 57
2026
Q1 		$296M Sell
1,225,059
-419,256
-25% -$113M 0.89% 32
2025
Q4 		$489M Buy
1,644,315
+8,504
+0.5% +$2.55M 1.35% 15
2025
Q3 		$462M Buy
1,635,811
+1,617,920
+9,043% +$423M 1.3% 17
2025
Q2 		$5.27M Buy
17,891
+12,534
+234% +$3.23M 0.02% 240
2025
Q1 		$1.33M Sell
5,357
-15,221
-74% -$3.72M ﹤0.01% 302
2024
Q4 		$4.99M Buy
20,578
+5,194
+34% +$1.16M 0.02% 243
2024
Q3 		$4.03M Sell
15,384
-3,977
-21% -$780K 0.01% 235
2024
Q2 		$3.73M Buy
19,361
+5,958
+44% +$1.04M 0.01% 195
2024
Q1 		$2.5M Buy
13,403
+4,533
+51% +$827K 0.01% 216
2023
Q4 		$1.45M Sell
8,870
-5,702
-39% -$862K 0.01% 254
2023
Q3 		$2.04M Sell
14,572
-3,209
-18% -$457K 0.01% 208
2023
Q2 		$2.38M Buy
17,781
+4,989
+39% +$644K 0.01% 202
2023
Q1 		$1.68M Buy
12,792
+3,179
+33% +$425K 0.01% 220
2022
Q4 		$1.35M Sell
9,613
-2,573
-21% -$355K 0.01% 227
2022
Q3 		$1.45M Sell
12,186
-1,494
-11% -$196K 0.01% 212
2022
Q2 		$1.93M Sell
13,680
-1,761
-11% -$238K 0.01% 211
2022
Q1 		$2.01M Sell
15,441
-36
-0.2% -$4.7K 0.01% 220
2021
Q4 		$2.07M Buy
15,477
+3,451
+29% +$433K 0.01% 272
2021
Q3 		$1.6M Sell
12,026
-5,741
-32% -$767K 0.01% 275
2021
Q2 		$2.49M Buy
17,767
+2,629
+17% +$359K 0.02% 259
2021
Q1 		$1.93M Sell
15,138
-127,819
-89% -$15.3M 0.01% 275
2020
Q4 		$17.2M Sell
142,957
-14,326
-9% -$1.66M 0.14% 110
2020
Q3 		$18.3M Sell
157,283
-20,859
-12% -$2.46M 0.18% 94
2020
Q2 		$20.6M Sell
178,142
-29,490
-14% -$3.43M 0.24% 88
2020
Q1 		$22M Buy
+207,632
New +$26.3M 0.51% 56

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

Bank Julius Baer & Co's IBM Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its IBM (IBM) stake by 58% in Q2 2026, selling an estimated $180M and leaving 511,347 shares worth $144M. The position accounts for 0.37% of the portfolio, ranked #57.

Bank Julius Baer & Co first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $489M in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bank Julius Baer & Co held 511,347 shares of IBM worth $144M as of Q2 2026.
  • Bank Julius Baer & Co sold 713,712 IBM shares in Q2 2026, an estimated $180M.
  • IBM made up 0.37% of Bank Julius Baer & Co's portfolio in Q2 2026, its #57 holding.
  • Bank Julius Baer & Co first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's IBM position peaked at $489M in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.