Wellington Management Group
IBM icon

Wellington Management Group’s IBM IBM Stock Holding History

Wellington Management 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
Q1 		$64.5M Sell
265,998
-14,372
-5% -$3.89M 0.01% 654
2025
Q4 		$83M Buy
280,370
+24,670
+10% +$7.39M 0.01% 595
2025
Q3 		$72.1M Sell
255,700
-15,995
-6% -$4.19M 0.01% 638
2025
Q2 		$80.1M Buy
271,695
+17,636
+7% +$4.54M 0.01% 581
2025
Q1 		$63.2M Buy
254,059
+23,038
+10% +$5.64M 0.01% 617
2024
Q4 		$50.8M Buy
231,021
+3,206
+1% +$714K 0.01% 701
2024
Q3 		$50.4M Buy
227,815
+10,862
+5% +$2.13M 0.01% 697
2024
Q2 		$37.5M Buy
216,953
+1,453
+0.7% +$252K 0.01% 771
2024
Q1 		$41.2M Buy
215,500
+1,107
+0.5% +$202K 0.01% 762
2023
Q4 		$35.1M Sell
214,393
-32,496
-13% -$4.91M 0.01% 810
2023
Q3 		$34.6M Sell
246,889
-9,855
-4% -$1.4M 0.01% 801
2023
Q2 		$34.4M Buy
256,744
+181,030
+239% +$23.4M 0.01% 807
2023
Q1 		$9.93M Sell
75,714
-8,647
-10% -$1.16M ﹤0.01% 1103
2022
Q4 		$11.9M Sell
84,361
-6,640
-7% -$916K ﹤0.01% 1047
2022
Q3 		$10.8M Sell
91,001
-232,365
-72% -$30.5M ﹤0.01% 1084
2022
Q2 		$45.7M Sell
323,366
-85,886
-21% -$11.6M 0.01% 705
2022
Q1 		$53.2M Sell
409,252
-862,645
-68% -$112M 0.01% 735
2021
Q4 		$170M Sell
1,271,897
-13,363
-1% -$1.68M 0.03% 489
2021
Q3 		$171M Sell
1,285,260
-59,324
-4% -$7.93M 0.03% 477
2021
Q2 		$188M Sell
1,344,584
-21,461
-2% -$2.93M 0.03% 454
2021
Q1 		$174M Sell
1,366,045
-513,438
-27% -$61.4M 0.03% 458
2020
Q4 		$226M Buy
1,879,483
+247,178
+15% +$28.6M 0.04% 383
2020
Q3 		$190M Sell
1,632,305
-80,150
-5% -$9.44M 0.04% 376
2020
Q2 		$198M Buy
1,712,455
+729,388
+74% +$84.7M 0.04% 356
2020
Q1 		$104M Sell
983,067
-2,037,765
-67% -$258M 0.03% 451
2019
Q4 		$387M Sell
3,020,832
-3,226,911
-52% -$419M 0.08% 239
2019
Q3 		$869M Buy
6,247,743
+793,893
+15% +$107M 0.2% 119
2019
Q2 		$719M Buy
5,453,850
+657,384
+14% +$86.4M 0.16% 146
2019
Q1 		$647M Sell
4,796,466
-24,727
-0.5% -$3.15M 0.15% 162
2018
Q4 		$524M Sell
4,821,193
-773,576
-14% -$92.8M 0.13% 167
2018
Q3 		$809M Buy
5,594,769
+742,464
+15% +$104M 0.17% 144
2018
Q2 		$648M Sell
4,852,305
-3,105,271
-39% -$433M 0.14% 166
2018
Q1 		$1.17B Buy
7,957,576
+372,648
+5% +$56.4M 0.26% 93
2017
Q4 		$1.11B Buy
7,584,928
+4,519,263
+147% +$657M 0.25% 97
2017
Q3 		$425M Buy
3,065,665
+125,227
+4% +$17.4M 0.1% 217
2017
Q2 		$432M Buy
2,940,438
+1,544,719
+111% +$233M 0.1% 212
2017
Q1 		$232M Buy
1,395,719
+1,053,140
+307% +$177M 0.06% 302
2016
Q4 		$54.4M Sell
342,579
-780,127
-69% -$119M 0.01% 693
2016
Q3 		$170M Buy
1,122,706
+39,678
+4% +$6.02M 0.04% 357
2016
Q2 		$157M Sell
1,083,028
-35,878
-3% -$5.14M 0.04% 360
2016
Q1 		$162M Sell
1,118,906
-1,023,620
-48% -$131M 0.04% 357
2015
Q4 		$282M Sell
2,142,526
-46,264
-2% -$6.22M 0.07% 246
2015
Q3 		$303M Sell
2,188,790
-56,796
-3% -$8.39M 0.08% 229
2015
Q2 		$349M Buy
2,245,586
+51,464
+2% +$8.27M 0.09% 221
2015
Q1 		$337M Buy
2,194,122
+87,514
+4% +$13.3M 0.09% 230
2014
Q4 		$323M Sell
2,106,608
-3,413,434
-62% -$543M 0.09% 247
2014
Q3 		$1B Buy
5,520,042
+19,089
+0.3% +$3.48M 0.28% 81
2014
Q2 		$953M Sell
5,500,953
-3,149,525
-36% -$567M 0.26% 91
2014
Q1 		$1.59B Sell
8,650,478
-60,646
-0.7% -$10.7M 0.44% 52
2013
Q4 		$1.56B Sell
8,711,124
-3,463,662
-28% -$597M 0.45% 48
2013
Q3 		$2.16B Buy
12,174,786
+1,221,633
+11% +$222M 0.67% 28
2013
Q2 		$2B Buy
+10,953,153
New +$2.13B 0.65% 26

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's IBM Position: Q1 2026 in Review

Wellington Management Group reduced its IBM (IBM) stake by 5.1% in Q1 2026, selling an estimated $3.89M and leaving 265,998 shares worth $64.5M. The position accounts for 0.01% of the portfolio, ranked #654.

Wellington Management Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.16B in Q3 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Wellington Management Group held 265,998 shares of IBM worth $64.5M as of Q1 2026.
  • Wellington Management Group sold 14,372 IBM shares in Q1 2026, an estimated $3.89M.
  • IBM made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #654 holding.
  • Wellington Management Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's IBM position peaked at $2.16B in Q3 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.