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Wedge Capital Management’s IBM IBM Stock Holding History

Wedge Capital 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
2026
Q2 		$546K Buy
1,942
+18
+0.9% +$4.54K 0.01% 439
2026
Q1 		$466K Buy
1,924
+224
+13% +$60.6K 0.01% 478
2025
Q4 		$504K Buy
1,700
+34
+2% +$10.2K 0.01% 478
2025
Q3 		$470K Buy
1,666
+57
+4% +$14.9K 0.01% 485
2025
Q2 		$474K Sell
1,609
-39
-2% -$10K 0.01% 474
2025
Q1 		$410K Sell
1,648
-32
-2% -$7.83K 0.01% 476
2024
Q4 		$369K Hold
1,680
– – 0.01% 480
2024
Q3 		$371K Sell
1,680
-91
-5% -$17.8K 0.01% 474
2024
Q2 		$306K Sell
1,771
-9
-0.5% -$1.56K 0.01% 465
2024
Q1 		$340K Sell
1,780
-7
-0.4% -$1.28K 0.01% 469
2023
Q4 		$292K Buy
1,787
+26
+1% +$3.93K 0.01% 465
2023
Q3 		$247K Sell
1,761
-26
-1% -$3.7K ﹤0.01% 479
2023
Q2 		$239K Buy
1,787
+10
+0.6% +$1.29K ﹤0.01% 496
2023
Q1 		$233K Buy
1,777
+61
+4% +$8.16K ﹤0.01% 382
2022
Q4 		$242K Hold
1,716
– – ﹤0.01% 376
2022
Q3 		$204K Buy
1,716
+18
+1% +$2.36K ﹤0.01% 380
2022
Q2 		$240K Buy
1,698
+46
+3% +$6.21K ﹤0.01% 372
2022
Q1 		$215K Sell
1,652
-23
-1% -$3K ﹤0.01% 394
2021
Q4 		$224K Sell
1,675
-6
-0.4% -$753 ﹤0.01% 379
2021
Q3 		$223K Buy
1,681
+36
+2% +$4.81K ﹤0.01% 371
2021
Q2 		$231K Sell
1,645
-499
-23% -$68.2K ﹤0.01% 367
2021
Q1 		$273K Buy
2,144
+22
+1% +$2.63K ﹤0.01% 457
2020
Q4 		$255K Buy
2,122
+9
+0.4% +$1.04K ﹤0.01% 491
2020
Q3 		$246K Buy
2,113
+25
+1% +$2.94K ﹤0.01% 467
2020
Q2 		$241K Sell
2,088
-34
-2% -$3.95K ﹤0.01% 448
2020
Q1 		$225K Buy
2,122
+82
+4% +$10.4K ﹤0.01% 445
2019
Q4 		$261K Buy
2,040
+67
+3% +$8.71K ﹤0.01% 497
2019
Q3 		$274K Sell
1,973
-80
-4% -$10.8K ﹤0.01% 493
2019
Q2 		$271K Buy
+2,053
New +$270K ﹤0.01% 546
2013
Q4 		– Sell
-248,260
Closed -$44M – 502
2013
Q3 		$44M Buy
248,260
+37,834
+18% +$6.88M 0.51% 62
2013
Q2 		$38.4M Buy
+210,426
New +$41M 0.46% 71

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
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wedge Capital Management's IBM Position: Q2 2026 in Review

Wedge Capital Management increased its IBM (IBM) stake by 0.94% in Q2 2026, buying an estimated $4.54K and bringing the position to 1,942 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #439.

Wedge Capital Management first reported a position in IBM in Q2 2013 and has held it in 31 quarters since. The position peaked at $44M in Q3 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wedge Capital Management held 1,942 shares of IBM worth $546K as of Q2 2026.
  • Wedge Capital Management bought 18 IBM shares in Q2 2026, an estimated $4.54K.
  • IBM made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #439 holding.
  • Wedge Capital Management first reported a position in IBM in Q2 2013 and has held it in 31 quarters since.
  • Wedge Capital Management's IBM position peaked at $44M in Q3 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.