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
Q2 		$7.31M Buy
+26,000
New +$6.55M 0.02% 374
2026
Q1 		– Sell
-9,000
Closed -$2.67M – 1337
2025
Q4 		$2.67M Buy
+9,000
New +$2.7M 0.01% 505

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vontobel Holding's IBM Position: Q2 2026 in Review

Vontobel Holding increased its IBM (IBM) stake by 0.82% in Q2 2026, buying an estimated $462K and bringing the position to 225,095 shares worth $63.3M. The position accounts for 0.2% of the portfolio, ranked #114.

Vontobel Holding first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $70M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Vontobel Holding held 225,095 shares of IBM worth $63.3M as of Q2 2026.
  • Vontobel Holding bought 1,835 IBM shares in Q2 2026, an estimated $462K.
  • IBM made up 0.2% of Vontobel Holding's portfolio in Q2 2026, its #114 holding.
  • Vontobel Holding first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's IBM position peaked at $70M in Q2 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.