UBS Group’s IBM IBM Stock Holding History

UBS Group’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	$954M	Buy	3,937,027 +205,028	+5%	+$55.5M	0.14%	139
2025 Q4	$1.11B	Sell	3,731,999 -775,836	-17%	-$232M	0.18%	100
2025 Q3	$1.27B	Buy	4,507,835 +6,691	+0.1%	+$1.75M	0.2%	81
2025 Q2	$1.33B	Sell	4,501,144 -141,038	-3%	-$36.3M	0.23%	68
2025 Q1	$1.15B	Sell	4,642,182 -494,764	-10%	-$121M	0.21%	77
2024 Q4	$1.13B	Buy	5,136,946 +1,007,577	+24%	+$224M	0.21%	79
2024 Q3	$913M	Buy	4,129,369 +81,967	+2%	+$16.1M	0.2%	93
2024 Q2	$700M	Buy	4,047,402 +224,285	+6%	+$39M	0.17%	111
2024 Q1	$730M	Buy	3,823,117 +1,100,271	+40%	+$201M	0.18%	105
2023 Q4	$445M	Buy	2,722,846 +343,570	+14%	+$51.9M	0.13%	154
2023 Q3	$334M	Sell	2,379,276 -650,300	-21%	-$92.5M	0.12%	177
2023 Q2	$405M	Sell	3,029,576 -369,825	-11%	-$47.7M	0.14%	150
2023 Q1	$446M	Buy	3,399,401 +382,570	+13%	+$51.2M	0.16%	122
2022 Q4	$425M	Buy	3,016,831 +194,685	+7%	+$26.9M	0.16%	137
2022 Q3	$335M	Sell	2,822,146 -32,305	-1%	-$4.24M	0.15%	141
2022 Q2	$403M	Sell	2,854,451 -193,319	-6%	-$26.1M	0.17%	126
2022 Q1	$396M	Sell	3,047,770 -386,857	-11%	-$50.5M	0.13%	157
2021 Q4	$459M	Buy	3,434,627 +19,563	+0.6%	+$2.45M	0.13%	157
2021 Q3	$454M	Sell	3,415,064 -57,430	-2%	-$7.68M	0.14%	147
2021 Q2	$487M	Sell	3,472,494 -52,520	-1%	-$7.18M	0.16%	127
2021 Q1	$449M	Buy	3,525,014 +243,012	+7%	+$29.1M	0.15%	140
2020 Q4	$395M	Buy	3,282,002 +12,759	+0.4%	+$1.47M	0.13%	169
2020 Q3	$380M	Sell	3,269,243 -91,351	-3%	-$10.8M	0.14%	146
2020 Q2	$388M	Sell	3,360,594 -89,856	-3%	-$10.4M	0.16%	140
2020 Q1	$366M	Sell	3,450,450 -563,595	-14%	-$71.3M	0.17%	131
2019 Q4	$514M	Sell	4,014,045 -31,554	-0.8%	-$4.1M	0.18%	133
2019 Q3	$562M	Buy	4,045,599 +582,176	+17%	+$78.5M	0.22%	105
2019 Q2	$457M	Sell	3,463,423 -99,291	-3%	-$13M	0.18%	131
2019 Q1	$481M	Buy	3,562,714 +750,404	+27%	+$95.7M	0.2%	119
2018 Q4	$306M	Sell	2,812,310 -473,071	-14%	-$56.8M	0.14%	165
2018 Q3	$475M	Sell	3,285,381 -14,299	-0.4%	-$2M	0.19%	123
2018 Q2	$441M	Buy	3,299,680 +408,783	+14%	+$57M	0.19%	130
2018 Q1	$424M	Sell	2,890,897 -114,608	-4%	-$17.3M	0.18%	127
2017 Q4	$441M	Buy	3,005,505 +426,497	+17%	+$62M	0.18%	137
2017 Q3	$358M	Sell	2,579,008 -66,681	-3%	-$9.29M	0.17%	141
2017 Q2	$389M	Sell	2,645,689 -144,856	-5%	-$21.8M	0.2%	125
2017 Q1	$465M	Buy	2,790,545 +295,807	+12%	+$49.6M	0.25%	82
2016 Q4	$396M	Buy	2,494,738 +323,612	+15%	+$49.3M	0.22%	111
2016 Q3	$330M	Buy	2,171,126 +220,739	+11%	+$33.5M	0.2%	119
2016 Q2	$283M	Sell	1,950,387 -170,686	-8%	-$24.4M	0.18%	133
2016 Q1	$307M	Sell	2,121,073 -121,183	-5%	-$15.5M	0.21%	110
2015 Q4	$295M	Buy	2,242,256 +295,907	+15%	+$39.8M	0.19%	115
2015 Q3	$270M	Buy	1,946,349 +48,225	+3%	+$7.12M	0.19%	118
2015 Q2	$295M	Sell	1,898,124 -142,204	-7%	-$22.9M	0.2%	113
2015 Q1	$313M	Sell	2,040,328 -43,873	-2%	-$6.65M	0.22%	107
2014 Q4	$320M	Buy	+2,084,201	New	+$332M	0.22%	93

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's IBM Position: Q1 2026 in Review

UBS Group increased its IBM (IBM) stake by 5.5% in Q1 2026, buying an estimated $55.5M and bringing the position to 3,937,027 shares worth $954M. The position accounts for 0.14% of the portfolio, ranked #139.

UBS Group first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.33B in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

UBS Group held 3,937,027 shares of IBM worth $954M as of Q1 2026.
UBS Group bought 205,028 IBM shares in Q1 2026, an estimated $55.5M.
IBM made up 0.14% of UBS Group's portfolio in Q1 2026, its #139 holding.
UBS Group first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
UBS Group's IBM position peaked at $1.33B in Q2 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.