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Epoch Investment Partners’s IBM IBM Stock Holding History

Epoch Investment Partners’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 		$147M Buy
522,214
+24,601
+5% +$6.2M 0.84% 26
2026
Q1 		$121M Sell
497,613
-1,709
-0.3% -$462K 0.73% 39
2025
Q4 		$148M Buy
499,322
+2,746
+0.6% +$822K 0.84% 32
2025
Q3 		$140M Sell
496,576
-1,236
-0.2% -$324K 0.77% 38
2025
Q2 		$147M Sell
497,812
-90,433
-15% -$23.3M 0.76% 39
2025
Q1 		$146M Sell
588,245
-184,225
-24% -$45.1M 0.76% 40
2024
Q4 		$170M Sell
772,470
-59,095
-7% -$13.2M 0.82% 33
2024
Q3 		$184M Sell
831,565
-61,697
-7% -$12.1M 0.82% 26
2024
Q2 		$154M Sell
893,262
-40,281
-4% -$7M 0.71% 41
2024
Q1 		$178M Sell
933,543
-200,211
-18% -$36.5M 0.79% 28
2023
Q4 		$185M Sell
1,133,754
-194,093
-15% -$29.3M 0.84% 17
2023
Q3 		$186M Sell
1,327,847
-124,097
-9% -$17.7M 1.19% 11
2023
Q2 		$194M Sell
1,451,944
-74,374
-5% -$9.6M 1.12% 11
2023
Q1 		$200M Buy
1,526,318
+344
+0% +$46K 1.19% 11
2022
Q4 		$215M Sell
1,525,974
-38,201
-2% -$5.27M 1.28% 7
2022
Q3 		$186M Buy
1,564,175
+2,218
+0.1% +$291K 1.21% 8
2022
Q2 		$221M Sell
1,561,957
-181,134
-10% -$24.4M 1.29% 6
2022
Q1 		$227M Buy
1,743,091
+46,894
+3% +$6.12M 1.11% 16
2021
Q4 		$227M Buy
1,696,197
+250,064
+17% +$31.4M 1.15% 13
2021
Q3 		$192M Buy
1,446,133
+104,412
+8% +$14M 1.07% 16
2021
Q2 		$188M Sell
1,341,721
-248,537
-16% -$34M 1.01% 18
2021
Q1 		$203M Sell
1,590,258
-86,252
-5% -$10.3M 0.95% 23
2020
Q4 		$202M Buy
1,676,510
+366,576
+28% +$42.4M 0.93% 27
2020
Q3 		$152M Sell
1,309,934
-50,375
-4% -$5.93M 0.76% 42
2020
Q2 		$157M Buy
1,360,309
+14,930
+1% +$1.73M 0.81% 33
2020
Q1 		$143M Buy
1,345,379
+85,897
+7% +$10.9M 0.86% 33
2019
Q4 		$161M Buy
1,259,482
+333,957
+36% +$43.4M 0.7% 45
2019
Q3 		$129M Buy
925,525
+153,534
+20% +$20.7M 0.59% 67
2019
Q2 		$102M Sell
771,991
-63,167
-8% -$8.3M 0.46% 89
2019
Q1 		$113M Buy
+835,158
New +$106M 0.49% 80

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

Epoch Investment Partners's IBM Position: Q2 2026 in Review

Epoch Investment Partners increased its IBM (IBM) stake by 4.9% in Q2 2026, buying an estimated $6.2M and bringing the position to 522,214 shares worth $147M. The position accounts for 0.84% of the portfolio, ranked #26.

Epoch Investment Partners first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $227M in Q4 2021. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Epoch Investment Partners held 522,214 shares of IBM worth $147M as of Q2 2026.
  • Epoch Investment Partners bought 24,601 IBM shares in Q2 2026, an estimated $6.2M.
  • IBM made up 0.84% of Epoch Investment Partners's portfolio in Q2 2026, its #26 holding.
  • Epoch Investment Partners first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Epoch Investment Partners's IBM position peaked at $227M in Q4 2021.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.