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Wellington-Altus USA’s IBM IBM Stock Holding History

Wellington-Altus USA’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 		$176K Buy
726
+224
+45% +$56.4K 0.13% 131
2026
Q1 		$141K Sell
502
-333
-40% -$90.1K 0.08% 195
2025
Q4 		$247K Buy
+835
New +$250K 0.18% 100

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

Wellington-Altus USA's IBM Position: Q2 2026 in Review

Wellington-Altus USA increased its IBM (IBM) stake by 45% in Q2 2026, buying an estimated $56.4K and bringing the position to 726 shares worth $176K. The position accounts for 0.13% of the portfolio, ranked #131.

Wellington-Altus USA first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wellington-Altus USA held 726 shares of IBM worth $176K as of Q2 2026.
  • Wellington-Altus USA bought 224 IBM shares in Q2 2026, an estimated $56.4K.
  • IBM made up 0.13% of Wellington-Altus USA's portfolio in Q2 2026, its #131 holding.
  • Wellington-Altus USA first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's IBM position peaked at $247K in Q4 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.