Unisphere Establishment’s IBM IBM Stock Holding History

Unisphere Establishment’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	$88.5M	Sell	365,000 -55,000	-13%	-$14.9M	0.74%	30
2025 Q4	$124M	Sell	420,000 -80,000	-16%	-$24M	0.93%	26
2025 Q3	$141M	Sell	500,000 -250,000	-33%	-$65.4M	1.11%	25
2025 Q2	$221M	Sell	750,000 -100,000	-12%	-$25.8M	1.78%	14
2025 Q1	$211M	Sell	850,000 -150,000	-15%	-$36.7M	1.85%	15
2024 Q4	$220M	Buy	1,000,000 +300,000	+43%	+$66.8M	1.92%	14
2024 Q3	$155M	Sell	700,000 -200,000	-22%	-$39.2M	1.47%	20
2024 Q2	$156M	Sell	900,000 -265,000	-23%	-$46M	1.57%	20
2024 Q1	$222M	Sell	1,165,000 -20,000	-2%	-$3.65M	2.25%	14
2023 Q4	$194M	Buy	+1,185,000	New	+$179M	2%	17

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

Unisphere Establishment's IBM Position: Q1 2026 in Review

Unisphere Establishment reduced its IBM (IBM) stake by 13% in Q1 2026, selling an estimated $14.9M and leaving 365,000 shares worth $88.5M. The position accounts for 0.74% of the portfolio, ranked #30.

Unisphere Establishment first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $222M in Q1 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Unisphere Establishment held 365,000 shares of IBM worth $88.5M as of Q1 2026.
Unisphere Establishment sold 55,000 IBM shares in Q1 2026, an estimated $14.9M.
IBM made up 0.74% of Unisphere Establishment's portfolio in Q1 2026, its #30 holding.
Unisphere Establishment first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
Unisphere Establishment's IBM position peaked at $222M in Q1 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.