V-Square Quantitative Management
IBM icon

V-Square Quantitative Management’s IBM IBM Stock Holding History

V-Square Quantitative Management’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
Q3 		$4.99M Buy
22,693
+638
+3% +$152K 0.46% 25
2026
Q2 		$6.2M Buy
22,055
+775
+4% +$195K 0.59% 20
2026
Q1 		$5.16M Buy
21,280
+1,236
+6% +$334K 0.55% 19
2025
Q4 		$5.94M Sell
20,044
-2,170
-10% -$650K 0.62% 17
2025
Q3 		$6.27M Buy
22,214
+1,244
+6% +$326K 1.06% 16
2025
Q2 		$6.18M Buy
20,970
+3,956
+23% +$1.02M 0.83% 16
2025
Q1 		$4.23M Buy
17,014
+913
+6% +$223K 0.62% 21
2024
Q4 		$3.54M Buy
16,101
+171
+1% +$38.1K 0.5% 27
2024
Q3 		$3.52M Buy
15,930
+915
+6% +$179K 0.52% 27
2024
Q2 		$2.6M Sell
15,015
-484
-3% -$84.1K 0.42% 35
2024
Q1 		$2.96M Buy
15,499
+3,934
+34% +$718K 0.41% 34
2023
Q4 		$1.89M Buy
11,565
+4,182
+57% +$632K 0.33% 38
2023
Q3 		$1.04M Buy
7,383
+1,883
+34% +$268K 0.46% 31
2023
Q2 		$736K Buy
5,500
+78
+1% +$10.1K 0.54% 37
2023
Q1 		$711K Buy
+5,422
New +$725K 0.66% 39

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

V-Square Quantitative Management's IBM Position: Q3 2026 in Review

V-Square Quantitative Management increased its IBM (IBM) stake by 2.9% in Q3 2026, buying an estimated $152K and bringing the position to 22,693 shares worth $4.99M. The position accounts for 0.46% of the portfolio, ranked #25.

V-Square Quantitative Management first reported a position in IBM in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.27M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • V-Square Quantitative Management held 22,693 shares of IBM worth $4.99M as of Q3 2026.
  • V-Square Quantitative Management bought 638 IBM shares in Q3 2026, an estimated $152K.
  • IBM made up 0.46% of V-Square Quantitative Management's portfolio in Q3 2026, its #25 holding.
  • V-Square Quantitative Management first reported a position in IBM in Q1 2023 and has held it in 15 quarters since.
  • V-Square Quantitative Management's IBM position peaked at $6.27M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.