Vontobel Holding
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Vontobel Holding’s IBM IBM Stock Holding History

Vontobel Holding’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 		$41.3M Sell
187,594
-37,501
-17% -$8.91M 0.15% 142
2026
Q2 		$63.3M Buy
225,095
+1,835
+0.8% +$462K 0.2% 114
2026
Q1 		$54.1M Buy
223,260
+38,207
+21% +$10.3M 0.19% 114
2025
Q4 		$54.8M Sell
185,053
-20,641
-10% -$6.18M 0.17% 108
2025
Q3 		$58M Sell
205,694
-31,910
-13% -$8.35M 0.18% 94
2025
Q2 		$70M Buy
237,604
+45,295
+24% +$11.7M 0.22% 74
2025
Q1 		$47.8M Sell
192,309
-28,535
-13% -$6.98M 0.17% 92
2024
Q4 		$48.5M Sell
220,844
-53,199
-19% -$11.8M 0.17% 92
2024
Q3 		$60.6M Sell
274,043
-57,013
-17% -$11.2M 0.2% 88
2024
Q2 		$57.3M Buy
331,056
+46,166
+16% +$8.02M 0.19% 82
2024
Q1 		$54.4M Buy
284,890
+24,820
+10% +$4.53M 0.44% 55
2023
Q4 		$42.5M Buy
260,070
+39,016
+18% +$5.9M 0.36% 72
2023
Q3 		$31M Sell
221,054
-8,344
-4% -$1.19M 0.29% 91
2023
Q2 		$30.7M Buy
229,398
+39,288
+21% +$5.07M 0.27% 93
2023
Q1 		$24.9M Sell
190,110
-49,177
-21% -$6.58M 0.23% 111
2022
Q4 		$33.5M Buy
239,287
+37,310
+18% +$5.15M 0.34% 77
2022
Q3 		$24M Buy
201,977
+12,095
+6% +$1.59M 0.28% 92
2022
Q2 		$26.7M Buy
189,882
+44,248
+30% +$5.97M 0.29% 82
2022
Q1 		$19.2M Sell
145,634
-18,359
-11% -$2.39M 0.17% 131
2021
Q4 		$22M Sell
163,993
-7,860
-5% -$986K 0.18% 119
2021
Q3 		$22.8M Sell
171,853
-19,387
-10% -$2.59M 0.2% 106
2021
Q2 		$26.6M Buy
191,240
+8,937
+5% +$1.22M 0.23% 94
2021
Q1 		$23.2M Buy
182,303
+4,470
+3% +$535K 0.17% 88
2020
Q4 		$21M Buy
+177,833
New +$20.6M 0.14% 109

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vontobel Holding's IBM Position: Q3 2026 in Review

Vontobel Holding reduced its IBM (IBM) stake by 17% in Q3 2026, selling an estimated $8.91M and leaving 187,594 shares worth $41.3M. The position accounts for 0.15% of the portfolio, ranked #142.

Vontobel Holding first reported a position in IBM in Q4 2020 and has held it in 24 quarters since. The position peaked at $70M in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Vontobel Holding held 187,594 shares of IBM worth $41.3M as of Q3 2026.
  • Vontobel Holding sold 37,501 IBM shares in Q3 2026, an estimated $8.91M.
  • IBM made up 0.15% of Vontobel Holding's portfolio in Q3 2026, its #142 holding.
  • Vontobel Holding first reported a position in IBM in Q4 2020 and has held it in 24 quarters since.
  • Vontobel Holding's IBM position peaked at $70M in Q2 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.