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Waverton Investment Management’s IBM IBM Stock Holding History

Waverton Investment Management’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
2025
Q4 		– Sell
-993,743
Closed -$280M – 48
2025
Q3 		$280M Buy
993,743
+32,072
+3% +$8.39M 3.61% 12
2025
Q2 		$283M Buy
961,671
+603
+0.1% +$155K 3.9% 7
2025
Q1 		$239M Sell
961,068
-61,593
-6% -$15.1M 3.7% 10
2024
Q4 		$225M Buy
1,022,661
+15,129
+2% +$3.37M 3.58% 10
2024
Q3 		$223M Buy
1,007,532
+19,848
+2% +$3.89M 3.66% 10
2024
Q2 		$171M Buy
987,684
+37,983
+4% +$6.6M 3.22% 13
2024
Q1 		$181M Buy
949,701
+28,088
+3% +$5.12M 3.77% 12
2023
Q4 		$151M Buy
921,613
+96,967
+12% +$14.7M 3.66% 15
2023
Q3 		$116M Buy
824,646
+50,068
+6% +$7.12M 3.35% 14
2023
Q2 		$104M Buy
774,578
+13,562
+2% +$1.75M 2.95% 16
2023
Q1 		$99.8M Buy
761,016
+98,918
+15% +$13.2M 3.08% 16
2022
Q4 		$93.3M Buy
+662,098
New +$91.3M 3.43% 12
2014
Q2 		– Sell
-33,744
Closed -$6.21M – 118
2014
Q1 		$6.21M Sell
33,744
-659
-2% -$116K 0.3% 56
2013
Q4 		$6.17M Sell
34,403
-628
-2% -$108K 0.32% 53
2013
Q3 		$6.2M Buy
+35,031
New +$6.37M 0.36% 51

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverton Investment Management's IBM Position: Q4 2025 in Review

Waverton Investment Management sold out of IBM (IBM) in Q4 2025, closing a stake of 993,743 shares — an estimated $280M sold.

Waverton Investment Management first reported a position in IBM in Q3 2013 and held it in 15 quarters. The position peaked at $283M in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Waverton Investment Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 993,743 IBM shares in Q4 2025, an estimated $280M.
  • Waverton Investment Management first reported a position in IBM in Q3 2013 and held it in 15 quarters.
  • Waverton Investment Management's IBM position peaked at $283M in Q2 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.