Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$69.3M Buy
285,700
+43,500
+18% +$11.8M 0.01% 1326
2025
Q4
$71.7M Buy
242,200
+43,700
+22% +$13.1M 0.01% 1284
2025
Q3
$56M Sell
198,500
-51,100
-20% -$13.4M 0.01% 1515
2025
Q2
$73.6M Sell
249,600
-34,600
-12% -$8.91M 0.01% 1193
2025
Q1
$70.7M Sell
284,200
-472,200
-62% -$116M 0.01% 1168
2024
Q4
$166M Sell
756,400
-115,400
-13% -$25.7M 0.03% 602
2024
Q3
$193M Buy
871,800
+455,700
+110% +$89.4M 0.04% 432
2024
Q2
$72M Sell
416,100
-237,400
-36% -$41.2M 0.02% 818
2024
Q1
$125M Sell
653,500
-270,902
-29% -$49.4M 0.03% 547
2023
Q4
$151M Buy
924,402
+473,702
+105% +$71.6M 0.05% 407
2023
Q3
$63.2M Buy
450,700
+159,800
+55% +$22.7M 0.02% 712
2023
Q2
$38.9M Sell
290,900
-77,000
-21% -$9.94M 0.01% 969
2023
Q1
$48.2M Sell
367,900
-815,729
-69% -$109M 0.02% 796
2022
Q4
$167M Buy
1,183,629
+71,904
+6% +$9.92M 0.06% 324
2022
Q3
$132M Buy
1,111,725
+88,783
+9% +$11.7M 0.06% 330
2022
Q2
$144M Sell
1,022,942
-208,352
-17% -$28.1M 0.06% 328
2022
Q1
$160M Sell
1,231,294
-716,706
-37% -$93.5M 0.05% 365
2021
Q4
$260M Buy
1,948,000
+691,465
+55% +$86.7M 0.07% 276
2021
Q3
$167M Sell
1,256,535
-171,248
-12% -$22.9M 0.05% 349
2021
Q2
$200M Sell
1,427,783
-47,746
-3% -$6.53M 0.06% 297
2021
Q1
$188M Buy
1,475,529
+740,296
+101% +$88.6M 0.06% 304
2020
Q4
$88.5M Buy
735,233
+88,596
+14% +$10.2M 0.03% 525
2020
Q3
$75.2M Buy
646,637
+4,811
+0.7% +$566K 0.03% 479
2020
Q2
$74.1M Buy
641,826
+66,944
+12% +$7.78M 0.03% 456
2020
Q1
$61M Buy
574,882
+56,171
+11% +$7.1M 0.03% 469
2019
Q4
$66.5M Buy
518,711
+315,709
+156% +$41M 0.02% 611
2019
Q3
$28.2M Buy
203,002
+20,475
+11% +$2.76M 0.01% 1010
2019
Q2
$24.1M Buy
182,527
+39,853
+28% +$5.24M 0.01% 1087
2019
Q1
$19.2M Sell
142,674
-141,420
-50% -$18M 0.01% 1168
2018
Q4
$30.9M Buy
284,094
+32,008
+13% +$3.84M 0.01% 826
2018
Q3
$36.4M Sell
252,086
-22,175
-8% -$3.1M 0.01% 833
2018
Q2
$36.6M Sell
274,261
-64,957
-19% -$9.06M 0.02% 823
2018
Q1
$49.8M Sell
339,218
-147,695
-30% -$22.3M 0.02% 641
2017
Q4
$71.4M Buy
486,913
+222,275
+84% +$32.3M 0.03% 524
2017
Q3
$36.7M Sell
264,638
-11,088
-4% -$1.54M 0.02% 758
2017
Q2
$40.5M Buy
275,726
+5,230
+2% +$788K 0.02% 663
2017
Q1
$45M Sell
270,496
-119,767
-31% -$20.1M 0.02% 586
2016
Q4
$61.9M Buy
390,263
+58,367
+18% +$8.89M 0.03% 454
2016
Q3
$50.4M Sell
331,896
-119,871
-27% -$18.2M 0.03% 515
2016
Q2
$65.6M Buy
451,767
+176,983
+64% +$25.3M 0.04% 407
2016
Q1
$39.8M Sell
274,784
-336,603
-55% -$43M 0.03% 543
2015
Q4
$80.4M Buy
611,387
+278,550
+84% +$37.4M 0.05% 365
2015
Q3
$46.1M Sell
332,837
-49,685
-13% -$7.34M 0.03% 493
2015
Q2
$59.5M Buy
382,522
+174,577
+84% +$28.1M 0.04% 460
2015
Q1
$31.9M Buy
207,945
+29,707
+17% +$4.51M 0.02% 702
2014
Q4
$27.3M Buy
+178,238
New +$28.4M 0.02% 819

Other funds holding IBM

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.