Invesco
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Invesco’s IBM IBM Stock Holding History

Invesco’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
2018
Q4 		– Sell
-11,715
Closed -$1.69M – 3845
2018
Q3 		$1.69M Buy
11,715
+8,682
+286% +$1.21M ﹤0.01% 2864
2018
Q2 		$405K Buy
3,033
+2,092
+222% +$292K ﹤0.01% 3491
2018
Q1 		$138K Hold
941
– – ﹤0.01% 3647
2017
Q4 		$138K Hold
941
– – ﹤0.01% 3591
2017
Q3 		$131K Buy
+941
New +$131K ﹤0.01% 3598

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

Invesco's IBM Position: Q1 2026 in Review

Invesco increased its IBM (IBM) stake by 15% in Q1 2026, buying an estimated $147M and bringing the position to 4,190,144 shares worth $1.02B. The position accounts for 0.1% of the portfolio, ranked #167.

Invesco first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.13B in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Invesco held 4,190,144 shares of IBM worth $1.02B as of Q1 2026.
  • Invesco bought 541,840 IBM shares in Q1 2026, an estimated $147M.
  • IBM made up 0.1% of Invesco's portfolio in Q1 2026, its #167 holding.
  • Invesco first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Invesco's IBM position peaked at $1.13B in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.