Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s IBM IBM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2025
Q4 		– Sell
-10,500
Closed -$2.99M – 2108
2025
Q3 		$2.99M Hold
10,500
– – 0.01% 1105
2025
Q2 		$3.06M Hold
10,500
– – 0.01% 1026
2025
Q1 		$2.41M Buy
+10,500
New +$2.57M ﹤0.01% 1099

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's IBM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its IBM (IBM) stake by 24% in Q2 2026, buying an estimated $46.9M and bringing the position to 957,093 shares worth $265M. The position accounts for 0.41% of the portfolio, ranked #34.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 2,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 957,093 shares of IBM worth $265M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 186,034 IBM shares in Q2 2026, an estimated $46.9M.
  • IBM made up 0.41% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #34 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 2,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.