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Dorsey Wright & Associates’s IBM IBM Stock Holding History

Dorsey Wright & Associates’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 		– Sell
-3,791
Closed -$919K – 155
2026
Q1 		$919K Sell
3,791
-14,148
-79% -$3.83M 0.11% 131
2025
Q4 		$5.32M Sell
17,939
-6
-0% -$1.8K 1.15% 28
2025
Q3 		$5.06M Buy
17,945
+247
+1% +$64.7K 1.13% 28
2025
Q2 		$5.22M Buy
+17,698
New +$4.56M 1.24% 27

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 $3.38T AUM 44.17% 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

Dorsey Wright & Associates's IBM Position: Q2 2026 in Review

Dorsey Wright & Associates sold out of IBM (IBM) in Q2 2026, closing a stake of 3,791 shares — an estimated $919K sold.

Dorsey Wright & Associates first reported a position in IBM in Q2 2025 and held it in 4 quarters. The position peaked at $5.32M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Dorsey Wright & Associates reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Dorsey Wright & Associates sold 3,791 IBM shares in Q2 2026, an estimated $919K.
  • Dorsey Wright & Associates first reported a position in IBM in Q2 2025 and held it in 4 quarters.
  • Dorsey Wright & Associates's IBM position peaked at $5.32M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.