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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
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 1.24% 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 		$9.63M 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 $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vest Financial's IBM Position: Q2 2026 in Review

Vest Financial increased its IBM (IBM) stake by 19% in Q2 2026, buying an estimated $14.2M and bringing the position to 357,096 shares worth $100M. The position accounts for 1.05% of the portfolio, ranked #12.

Vest Financial first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vest Financial held 357,096 shares of IBM worth $100M as of Q2 2026.
  • Vest Financial bought 56,249 IBM shares in Q2 2026, an estimated $14.2M.
  • IBM made up 1.05% of Vest Financial's portfolio in Q2 2026, its #12 holding.
  • Vest Financial first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.