Univest Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Buy |
3,575
+1,016
| +40% | +$256K | 0.05% | 155 |
|
|
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
Univest Financial's IBM Position: Q2 2026 in Review
Univest Financial increased its IBM (IBM) stake by 40% in Q2 2026, buying an estimated $256K and bringing the position to 3,575 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #155.
Univest Financial first reported a position in IBM in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.91M in Q2 2013. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Univest Financial held 3,575 shares of IBM worth $1.01M as of Q2 2026.
- Univest Financial bought 1,016 IBM shares in Q2 2026, an estimated $256K.
- IBM made up 0.05% of Univest Financial's portfolio in Q2 2026, its #155 holding.
- Univest Financial first reported a position in IBM in Q2 2013 and has held it in 28 quarters since.
- Univest Financial's IBM position peaked at $2.91M in Q2 2013.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.