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Vident Advisory’s IBM IBM Stock Holding History

Vident Advisory’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
Q1 		$21.5M Buy
88,509
+5,022
+6% +$1.36M 0.18% 106
2025
Q4 		$24.7M Buy
83,487
+5,341
+7% +$1.6M 0.23% 94
2025
Q3 		$22M Buy
78,146
+8,389
+12% +$2.2M 0.21% 102
2025
Q2 		$20.6M Sell
69,757
-17,269
-20% -$4.45M 0.23% 99
2025
Q1 		$21.6M Buy
87,026
+30,651
+54% +$7.5M 0.32% 71
2024
Q4 		$12.4M Buy
56,375
+17,282
+44% +$3.85M 0.22% 102
2024
Q3 		$8.64M Buy
39,093
+15,072
+63% +$2.96M 0.22% 90
2024
Q2 		$4.15M Buy
24,021
+1,596
+7% +$277K 0.11% 176
2024
Q1 		$4.28M Sell
22,425
-1,116
-5% -$204K 0.09% 231
2023
Q4 		$3.85M Buy
23,541
+43
+0.2% +$6.5K 0.1% 230
2023
Q3 		$3.3M Buy
+23,498
New +$3.34M 0.1% 202

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vident Advisory's IBM Position: Q1 2026 in Review

Vident Advisory increased its IBM (IBM) stake by 6% in Q1 2026, buying an estimated $1.36M and bringing the position to 88,509 shares worth $21.5M. The position accounts for 0.18% of the portfolio, ranked #106.

Vident Advisory first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $24.7M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Vident Advisory held 88,509 shares of IBM worth $21.5M as of Q1 2026.
  • Vident Advisory bought 5,022 IBM shares in Q1 2026, an estimated $1.36M.
  • IBM made up 0.18% of Vident Advisory's portfolio in Q1 2026, its #106 holding.
  • Vident Advisory first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's IBM position peaked at $24.7M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.