James Hambro & Partners
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James Hambro & Partners’s IBM IBM Stock Holding History

James Hambro & 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
Q3 		– Sell
-3,770
Closed -$1.06M – 71
2026
Q2 		$1.06M Sell
3,770
-31,916
-89% -$8.04M 0.04% 38
2026
Q1 		$8.65M Sell
35,686
-14,932
-29% -$4.04M 0.34% 25
2025
Q4 		$15M Sell
50,618
-7,308
-13% -$2.19M 0.54% 23
2025
Q3 		$16.3M Sell
57,926
-4,463
-7% -$1.17M 0.58% 24
2025
Q2 		$18.4M Sell
62,389
-914
-1% -$235K 0.73% 20
2025
Q1 		$15.7M Sell
63,303
-5,137
-8% -$1.26M 0.66% 22
2024
Q4 		$15.1M Sell
68,440
-3,548
-5% -$790K 0.59% 22
2024
Q3 		$15.9M Sell
71,988
-2,881
-4% -$565K 0.66% 22
2024
Q2 		$13M Sell
74,869
-4,121
-5% -$716K 0.6% 21
2024
Q1 		$15.1M Buy
78,990
+4,286
+6% +$782K 0.71% 24
2023
Q4 		$12.2M Buy
74,704
+6,380
+9% +$964K 0.65% 23
2023
Q3 		$9.6M Sell
68,324
-80,651
-54% -$11.5M 0.62% 24
2023
Q2 		$19.9M Sell
148,975
-2,417
-2% -$312K 1.31% 20
2023
Q1 		$19.8M Buy
151,392
+5,451
+4% +$729K 1.45% 21
2022
Q4 		$20.6M Buy
145,941
+6,070
+4% +$837K 1.57% 20
2022
Q3 		$16.6M Buy
139,871
+17,980
+15% +$2.36M 1.45% 21
2022
Q2 		$17.2M Buy
+121,891
New +$16.5M 1.44% 21

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

James Hambro & Partners's IBM Position: Q3 2026 in Review

James Hambro & Partners sold out of IBM (IBM) in Q3 2026, closing a stake of 3,770 shares — an estimated $1.06M sold.

James Hambro & Partners first reported a position in IBM in Q2 2022 and held it in 17 quarters. The position peaked at $20.6M in Q4 2022. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • James Hambro & Partners reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • James Hambro & Partners sold 3,770 IBM shares in Q3 2026, an estimated $1.06M.
  • James Hambro & Partners first reported a position in IBM in Q2 2022 and held it in 17 quarters.
  • James Hambro & Partners's IBM position peaked at $20.6M in Q4 2022.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.