WCM Investment Management
IT icon

WCM Investment Management’s Gartner IT Stock Holding History

WCM Investment Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,768
Closed -$13M – 290
2024
Q4 		$13M Buy
26,768
+5,493
+26% +$2.83M 0.03% 138
2024
Q3 		$10.8M Buy
21,275
+3,320
+18% +$1.6M 0.02% 144
2024
Q2 		$7.99M Sell
17,955
-1,630
-8% -$725K 0.02% 150
2024
Q1 		$9.34M Buy
19,585
+4,637
+31% +$2.13M 0.02% 142
2023
Q4 		$6.76M Buy
14,948
+1,186
+9% +$474K 0.02% 154
2023
Q3 		$4.77M Buy
+13,762
New +$4.8M 0.01% 152

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

WCM Investment Management's IT Position: Q1 2025 in Review

WCM Investment Management sold out of Gartner (IT) in Q1 2025, closing a stake of 26,768 shares — an estimated $13M sold.

WCM Investment Management first reported a position in IT in Q3 2023 and held it in 6 quarters. The position peaked at $13M in Q4 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • WCM Investment Management reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • WCM Investment Management sold 26,768 Gartner shares in Q1 2025, an estimated $13M.
  • WCM Investment Management first reported a position in Gartner in Q3 2023 and held it in 6 quarters.
  • WCM Investment Management's Gartner position peaked at $13M in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.