Vest Financial
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Vest Financial’s IBM IBM Stock Holding History

Vest 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
Q3 		$104M Buy
474,969
+117,873
+33% +$28M 1.1% 11
2026
Q2 		$100M Buy
357,096
+56,249
+19% +$14.2M 1.05% 12
2026
Q1 		$72.9M Buy
300,847
+41,272
+16% +$11.2M 0.88% 19
2025
Q4 		$76.9M Sell
259,575
-23,479
-8% -$7.03M 0.98% 12
2025
Q3 		$79.9M Buy
283,054
+14,107
+5% +$3.69M 1.04% 9
2025
Q2 		$79.3M Sell
268,947
-12,165
-4% -$3.13M 1.12% 7
2025
Q1 		$69.9M Sell
281,112
-7,863
-3% -$1.92M 1.09% 7
2024
Q4 		$63.5M Sell
288,975
-1,581
-0.5% -$352K 1.12% 7
2024
Q3 		$64.2M Buy
290,556
+27,089
+10% +$5.31M 1.23% 5
2024
Q2 		$45.6M Buy
263,467
+29,626
+13% +$5.15M 1.09% 22
2024
Q1 		$44.7M Buy
233,841
+29,545
+14% +$5.39M 1.19% 7
2023
Q4 		$33.4M Buy
204,296
+36,517
+22% +$5.52M 1.25% 11
2023
Q3 		$23.5M Buy
167,779
+70,276
+72% +$10M 1.29% 10
2023
Q2 		$12.9M Buy
97,503
+25,935
+36% +$3.35M 1.2% 22
2023
Q1 		$9.38M Buy
71,568
+2,690
+4% +$360K 1.28% 53
2022
Q4 		$1.55M Sell
68,878
-1,919
-3% -$265K 0.24% 65
2022
Q3 		$8.41M Buy
70,797
+2,530
+4% +$332K 1.59% 26
2022
Q2 		$9.6M Buy
68,267
+2,444
+4% +$330K 1.75% 6
2022
Q1 		$8.56M Buy
65,823
+10,182
+18% +$1.33M 1.55% 33
2021
Q4 		$7.44M Buy
55,641
+16,391
+42% +$2.06M 1.62% 20
2021
Q3 		$5.21M Buy
39,250
+9,509
+32% +$1.27M 1.59% 22
2021
Q2 		$4.17M Buy
29,741
+7,459
+33% +$1.02M 1.58% 18
2021
Q1 		$2.84M Buy
+22,282
New +$2.67M 1.63% 16

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial's IBM Position: Q3 2026 in Review

Vest Financial increased its IBM (IBM) stake by 33% in Q3 2026, buying an estimated $28M and bringing the position to 474,969 shares worth $104M. The position accounts for 1.1% of the portfolio, ranked #11.

Vest Financial first reported a position in IBM in Q1 2021 and has held it in 23 quarters since. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Vest Financial held 474,969 shares of IBM worth $104M as of Q3 2026.
  • Vest Financial bought 117,873 IBM shares in Q3 2026, an estimated $28M.
  • IBM made up 1.1% of Vest Financial's portfolio in Q3 2026, its #11 holding.
  • Vest Financial first reported a position in IBM in Q1 2021 and has held it in 23 quarters since.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.