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Bridgewater Advisors’s IBM IBM Stock Holding History

Bridgewater Advisors’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 		$2.18M Sell
10,288
-744
-7% -$201K 0.13% 77
2025
Q4 		$3.28M Buy
11,032
+469
+4% +$140K 0.21% 62
2025
Q3 		$3.3M Buy
10,563
+72
+0.7% +$18.8K 0.23% 61
2025
Q2 		$2.75M Buy
10,491
+227
+2% +$58.5K 0.21% 64
2025
Q1 		$2.46M Buy
10,264
+223
+2% +$54.5K 0.21% 61
2024
Q4 		$2.19M Buy
+10,041
New +$2.24M 0.23% 60
2022
Q3 		– Sell
-5,300
Closed -$748K – 170
2022
Q2 		$748K Sell
5,300
-281
-5% -$37.9K 0.16% 101
2022
Q1 		$726K Buy
5,581
+112
+2% +$14.6K 0.18% 110
2021
Q4 		$731K Sell
5,469
-244
-4% -$30.6K 0.16% 116
2021
Q3 		$759K Buy
5,713
+7
+0.1% +$936 0.21% 109
2021
Q2 		$800K Buy
5,706
+529
+10% +$72.3K 0.25% 98
2021
Q1 		$699K Buy
+5,177
New +$620K 0.35% 74
2014
Q2 		$2.2M Buy
12,694
+19
+0.1% +$3.42K 1.84% 17
2014
Q1 		$2.33M Buy
12,675
+115
+0.9% +$20.2K 2.35% 12
2013
Q4 		$2.25M Buy
+12,560
New +$2.17M 2.31% 12

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

Bridgewater Advisors's IBM Position: Q1 2026 in Review

Bridgewater Advisors reduced its IBM (IBM) stake by 6.7% in Q1 2026, selling an estimated $201K and leaving 10,288 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #77.

Bridgewater Advisors first reported a position in IBM in Q4 2013 and has held it in 15 quarters since. The position peaked at $3.3M in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bridgewater Advisors held 10,288 shares of IBM worth $2.18M as of Q1 2026.
  • Bridgewater Advisors sold 744 IBM shares in Q1 2026, an estimated $201K.
  • IBM made up 0.13% of Bridgewater Advisors's portfolio in Q1 2026, its #77 holding.
  • Bridgewater Advisors first reported a position in IBM in Q4 2013 and has held it in 15 quarters since.
  • Bridgewater Advisors's IBM position peaked at $3.3M in Q3 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.