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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
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 $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

Epoch Investment Partners's IBM Position: Q1 2026 in Review

Epoch Investment Partners reduced its IBM (IBM) stake by 0.34% in Q1 2026, selling an estimated $462K and leaving 497,613 shares worth $121M. The position accounts for 0.73% of the portfolio, ranked #39.

Epoch Investment Partners first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $227M in Q4 2021. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Epoch Investment Partners held 497,613 shares of IBM worth $121M as of Q1 2026.
  • Epoch Investment Partners sold 1,709 IBM shares in Q1 2026, an estimated $462K.
  • IBM made up 0.73% of Epoch Investment Partners's portfolio in Q1 2026, its #39 holding.
  • Epoch Investment Partners first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Epoch Investment Partners's IBM position peaked at $227M in Q4 2021.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.