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Univest Financial’s IBM IBM Stock Holding History

Univest Financial’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 		$620K Sell
2,559
-49
-2% -$13.3K 0.03% 179
2025
Q4 		$773K Buy
2,608
+17
+0.7% +$5.09K 0.04% 167
2025
Q3 		$731K Hold
2,591
– – 0.04% 170
2025
Q2 		$764K Buy
2,591
+51
+2% +$13.1K 0.05% 163
2025
Q1 		$632K Buy
2,540
+633
+33% +$155K 0.04% 188
2024
Q4 		$419K Sell
1,907
-79
-4% -$17.6K 0.03% 212
2024
Q3 		$439K Buy
+1,986
New +$389K 0.03% 205
2019
Q3 		– Sell
-2,790
Closed -$368K – 110
2019
Q2 		$368K Sell
2,790
-23
-0.8% -$3.02K 0.12% 88
2019
Q1 		$379K Buy
2,813
+831
+42% +$106K 0.12% 89
2018
Q4 		$215K Sell
1,982
-1,534
-44% -$184K 0.08% 110
2018
Q3 		$508K Sell
3,516
-119
-3% -$16.6K 0.15% 74
2018
Q2 		$485K Buy
3,635
+649
+22% +$90.5K 0.19% 69
2018
Q1 		$438K Sell
2,986
-216
-7% -$32.7K 0.19% 67
2017
Q4 		$470K Buy
+3,202
New +$466K 0.19% 68
2016
Q3 		– Sell
-2,003
Closed -$291K – 93
2016
Q2 		$291K Sell
2,003
-1
-0% -$143 0.13% 78
2016
Q1 		$290K Buy
2,004
+36
+2% +$4.6K 0.13% 82
2015
Q4 		$259K Sell
1,968
-170
-8% -$22.8K 0.12% 86
2015
Q3 		$296K Buy
2,138
+4
+0.2% +$591 0.14% 76
2015
Q2 		$332K Sell
2,134
-345
-14% -$55.5K 0.15% 70
2015
Q1 		$380K Sell
2,479
-345
-12% -$52.3K 0.17% 70
2014
Q4 		$433K Sell
2,824
-286
-9% -$45.5K 0.19% 66
2014
Q3 		$564K Sell
3,110
-385
-11% -$70.1K 0.26% 64
2014
Q2 		$606K Sell
3,495
-11,212
-76% -$2.02M 0.29% 62
2014
Q1 		$2.71M Sell
14,707
-716
-5% -$126K 1.35% 44
2013
Q4 		$2.77M Sell
15,423
-310
-2% -$53.5K 1.36% 44
2013
Q3 		$2.79M Sell
15,733
-180
-1% -$32.7K 1.49% 34
2013
Q2 		$2.91M Buy
+15,913
New +$3.1M 1.59% 24

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Univest Financial's IBM Position: Q1 2026 in Review

Univest Financial reduced its IBM (IBM) stake by 1.9% in Q1 2026, selling an estimated $13.3K and leaving 2,559 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #179.

Univest Financial first reported a position in IBM in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.91M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Univest Financial held 2,559 shares of IBM worth $620K as of Q1 2026.
  • Univest Financial sold 49 IBM shares in Q1 2026, an estimated $13.3K.
  • IBM made up 0.03% of Univest Financial's portfolio in Q1 2026, its #179 holding.
  • Univest Financial first reported a position in IBM in Q2 2013 and has held it in 27 quarters since.
  • Univest Financial's IBM position peaked at $2.91M in Q2 2013.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.