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Waddell & Associates’s IBM IBM Stock Holding History

Waddell & Associates’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 		$2M Buy
7,118
+1,648
+30% +$415K 0.1% 68
2026
Q1 		$1.33M Buy
5,470
+1,152
+27% +$312K 0.07% 84
2025
Q4 		$1.28M Sell
4,318
-37
-0.8% -$11.1K 0.09% 68
2025
Q3 		$1.23M Buy
4,355
+224
+5% +$58.6K 0.1% 61
2025
Q2 		$1.22M Buy
4,131
+32
+0.8% +$8.24K 0.13% 52
2025
Q1 		$1.02M Sell
4,099
-362
-8% -$88.5K 0.12% 50
2024
Q4 		$981K Hold
4,461
– – 0.1% 55
2024
Q3 		$986K Buy
4,461
+309
+7% +$60.6K 0.12% 53
2024
Q2 		$718K Buy
4,152
+12
+0.3% +$2.08K 0.09% 62
2024
Q1 		$791K Buy
4,140
+261
+7% +$47.6K 0.11% 58
2023
Q4 		$619K Sell
3,879
-2,120
-35% -$320K 0.08% 67
2023
Q3 		$842K Buy
5,999
+400
+7% +$56.9K 0.12% 57
2023
Q2 		$749K Sell
5,599
-2,485
-31% -$321K 0.11% 60
2023
Q1 		$1.06M Sell
8,084
-100
-1% -$13.4K 0.17% 46
2022
Q4 		$1.15M Sell
8,184
-130
-2% -$17.9K 0.19% 42
2022
Q3 		$988K Sell
8,314
-467
-5% -$61.3K 0.19% 39
2022
Q2 		$1.24M Buy
8,781
+195
+2% +$26.3K 0.25% 32
2022
Q1 		$1.12M Sell
8,586
-199
-2% -$26K 0.18% 40
2021
Q4 		$1.17M Sell
8,785
-964
-10% -$121K 0.19% 36
2021
Q3 		$1.29M Buy
9,749
+3,788
+64% +$506K 0.22% 31
2021
Q2 		$835 Buy
+5,961
New +$815K 0.13% 43

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Waddell & Associates's IBM Position: Q2 2026 in Review

Waddell & Associates increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $415K and bringing the position to 7,118 shares worth $2M. The position accounts for 0.1% of the portfolio, ranked #68.

Waddell & Associates first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. 1,384 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Waddell & Associates held 7,118 shares of IBM worth $2M as of Q2 2026.
  • Waddell & Associates bought 1,648 IBM shares in Q2 2026, an estimated $415K.
  • IBM made up 0.1% of Waddell & Associates's portfolio in Q2 2026, its #68 holding.
  • Waddell & Associates first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • 1,384 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.