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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
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 $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

Dorsey Wright & Associates's IBM Position: Q1 2026 in Review

Dorsey Wright & Associates reduced its IBM (IBM) stake by 79% in Q1 2026, selling an estimated $3.83M and leaving 3,791 shares worth $919K. The position accounts for 0.11% of the portfolio, ranked #131.

Dorsey Wright & Associates first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.32M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Dorsey Wright & Associates held 3,791 shares of IBM worth $919K as of Q1 2026.
  • Dorsey Wright & Associates sold 14,148 IBM shares in Q1 2026, an estimated $3.83M.
  • IBM made up 0.11% of Dorsey Wright & Associates's portfolio in Q1 2026, its #131 holding.
  • Dorsey Wright & Associates first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Dorsey Wright & Associates's IBM position peaked at $5.32M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dorsey Wright & Associates's 13F filing for Q1 2026, filed 6 May 2026.