Dimensional Fund Advisors
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Dimensional Fund Advisors’s IBM IBM Stock Holding History

Dimensional Fund 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 		$1.25B Buy
5,137,288
+100,649
+2% +$27.2M 0.26% 45
2025
Q4 		$1.49B Buy
5,036,639
+29,420
+0.6% +$8.81M 0.31% 33
2025
Q3 		$1.41B Sell
5,007,219
-22,157
-0.4% -$5.8M 0.3% 33
2025
Q2 		$1.48B Sell
5,029,376
-79,079
-2% -$20.4M 0.34% 28
2025
Q1 		$1.27B Buy
5,108,455
+24,790
+0.5% +$6.06M 0.32% 31
2024
Q4 		$1.12B Buy
5,083,665
+99,510
+2% +$22.2M 0.27% 41
2024
Q3 		$1.1B Buy
4,984,155
+187,949
+4% +$36.9M 0.27% 39
2024
Q2 		$829M Buy
4,796,206
+304,390
+7% +$52.9M 0.22% 52
2024
Q1 		$858M Sell
4,491,816
-8,368
-0.2% -$1.53M 0.23% 47
2023
Q4 		$736M Buy
4,500,184
+97,482
+2% +$14.7M 0.21% 59
2023
Q3 		$618M Sell
4,402,702
-106,011
-2% -$15.1M 0.2% 60
2023
Q2 		$603M Buy
4,508,713
+177,636
+4% +$22.9M 0.19% 67
2023
Q1 		$568M Buy
4,331,077
+44,137
+1% +$5.9M 0.19% 68
2022
Q4 		$604K Sell
4,286,940
-510,191
-11% -$70.4M 0.18% 66
2022
Q3 		$570M Buy
4,797,131
+71,268
+2% +$9.35M 0.22% 55
2022
Q2 		$667M Buy
4,725,863
+43,330
+0.9% +$5.85M 0.24% 55
2022
Q1 		$609M Sell
4,682,533
-180,499
-4% -$23.5M 0.19% 71
2021
Q4 		$650M Buy
4,863,032
+40,319
+0.8% +$5.06M 0.2% 66
2021
Q3 		$641M Buy
4,822,713
+459,971
+11% +$61.5M 0.21% 64
2021
Q2 		$611M Buy
4,362,742
+60,632
+1% +$8.29M 0.19% 70
2021
Q1 		$548M Buy
4,302,110
+48,050
+1% +$5.75M 0.18% 74
2020
Q4 		$512M Buy
4,254,060
+80,172
+2% +$9.27M 0.18% 74
2020
Q3 		$485M Sell
4,173,888
-50,665
-1% -$5.96M 0.21% 63
2020
Q2 		$488M Buy
4,224,553
+120,716
+3% +$14M 0.21% 58
2020
Q1 		$435M Buy
4,103,837
+310,970
+8% +$39.3M 0.23% 55
2019
Q4 		$486M Buy
3,792,867
+55,646
+1% +$7.23M 0.18% 64
2019
Q3 		$520M Buy
3,737,221
+82,358
+2% +$11.1M 0.2% 56
2019
Q2 		$482M Buy
3,654,863
+71,300
+2% +$9.37M 0.19% 61
2019
Q1 		$483M Buy
3,583,563
+13,510
+0.4% +$1.72M 0.19% 62
2018
Q4 		$388M Buy
3,570,053
+189,892
+6% +$22.8M 0.18% 67
2018
Q3 		$489M Buy
3,380,161
+110,222
+3% +$15.4M 0.19% 62
2018
Q2 		$437M Buy
3,269,939
+215,773
+7% +$30.1M 0.17% 65
2018
Q1 		$448M Buy
3,054,166
+281,676
+10% +$42.6M 0.19% 63
2017
Q4 		$407M Buy
2,772,490
+122,470
+5% +$17.8M 0.17% 67
2017
Q3 		$368M Buy
2,650,020
+29,744
+1% +$4.14M 0.16% 73
2017
Q2 		$385M Buy
2,620,276
+258,271
+11% +$38.9M 0.18% 68
2017
Q1 		$393M Buy
2,362,005
+167,316
+8% +$28.1M 0.19% 64
2016
Q4 		$348M Buy
2,194,689
+74,482
+4% +$11.3M 0.17% 66
2016
Q3 		$322M Buy
2,120,207
+77,504
+4% +$11.8M 0.17% 66
2016
Q2 		$296M Buy
2,042,703
+12,377
+0.6% +$1.77M 0.17% 70
2016
Q1 		$294M Buy
2,030,326
+106,260
+6% +$13.6M 0.18% 72
2015
Q4 		$253M Buy
1,924,066
+124,285
+7% +$16.7M 0.16% 88
2015
Q3 		$249M Buy
1,799,781
+115,093
+7% +$17M 0.16% 81
2015
Q2 		$262M Buy
1,684,688
+144,629
+9% +$23.2M 0.16% 78
2015
Q1 		$236M Sell
1,540,059
-4,966
-0.3% -$753K 0.15% 91
2014
Q4 		$237M Buy
1,545,025
+80,551
+6% +$12.8M 0.16% 88
2014
Q3 		$266M Buy
1,464,474
+74,717
+5% +$13.6M 0.19% 69
2014
Q2 		$241M Buy
1,389,757
+196,888
+17% +$35.4M 0.17% 84
2014
Q1 		$219M Buy
1,192,869
+155,190
+15% +$27.3M 0.16% 81
2013
Q4 		$186M Sell
1,037,679
-9,681
-0.9% -$1.67M 0.15% 98
2013
Q3 		$185M Sell
1,047,360
-10,092
-1% -$1.83M 0.16% 90
2013
Q2 		$193M Buy
+1,057,452
New +$206M 0.18% 76

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

Dimensional Fund Advisors's IBM Position: Q1 2026 in Review

Dimensional Fund Advisors increased its IBM (IBM) stake by 2% in Q1 2026, buying an estimated $27.2M and bringing the position to 5,137,288 shares worth $1.25B. The position accounts for 0.26% of the portfolio, ranked #45.

Dimensional Fund Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.49B in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Dimensional Fund Advisors held 5,137,288 shares of IBM worth $1.25B as of Q1 2026.
  • Dimensional Fund Advisors bought 100,649 IBM shares in Q1 2026, an estimated $27.2M.
  • IBM made up 0.26% of Dimensional Fund Advisors's portfolio in Q1 2026, its #45 holding.
  • Dimensional Fund Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's IBM position peaked at $1.49B in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.