Vaughan Nelson Investment Management’s IBM IBM Stock Holding History

Vaughan Nelson Investment 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 Q2	$1.41M	Hold	5,025	–	–	0.01%	174
2026 Q1	$1.22M	Sell	5,025 -100	-2%	-$27.1K	0.01%	175
2025 Q4	$1.52M	Sell	5,125 -9,775	-66%	-$2.93M	0.01%	167
2025 Q3	$4.2M	Hold	14,900	–	–	0.04%	146
2025 Q2	$4.39M	Hold	14,900	–	–	0.04%	138
2025 Q1	$3.71M	Sell	14,900 -1,900	-11%	-$465K	0.04%	150
2024 Q4	$3.69M	Hold	16,800	–	–	0.03%	143
2024 Q3	$3.71M	Buy	16,800 +65	+0.4%	+$12.7K	0.03%	142
2024 Q2	$2.89M	Hold	16,735	–	–	0.03%	148
2024 Q1	$3.2M	Hold	16,735	–	–	0.03%	147
2023 Q4	$2.74M	Hold	16,735	–	–	0.03%	159
2023 Q3	$2.35M	Buy	+16,735	New	+$2.38M	0.03%	175

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vaughan Nelson Investment Management's IBM Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its IBM (IBM) position steady in Q2 2026 at 5,025 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #174.

Vaughan Nelson Investment Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.39M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Vaughan Nelson Investment Management held 5,025 shares of IBM worth $1.41M as of Q2 2026.
Vaughan Nelson Investment Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.01% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #174 holding.
Vaughan Nelson Investment Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
Vaughan Nelson Investment Management's IBM position peaked at $4.39M in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.