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Wellington Group’s IBM IBM Stock Holding History

Wellington Group’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 		$510K Sell
1,814
-35
-2% -$8.82K 0.14% 114
2026
Q1 		$448K Sell
1,849
-107
-5% -$29K 0.14% 106
2025
Q4 		$579K Buy
+1,956
New +$586K 0.19% 68

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 Group's IBM Position: Q2 2026 in Review

Wellington Group reduced its IBM (IBM) stake by 1.9% in Q2 2026, selling an estimated $8.82K and leaving 1,814 shares worth $510K. The position accounts for 0.14% of the portfolio, ranked #114.

Wellington Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $579K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wellington Group held 1,814 shares of IBM worth $510K as of Q2 2026.
  • Wellington Group sold 35 IBM shares in Q2 2026, an estimated $8.82K.
  • IBM made up 0.14% of Wellington Group's portfolio in Q2 2026, its #114 holding.
  • Wellington Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Wellington Group's IBM position peaked at $579K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.