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WestEnd Advisors’s IBM IBM Stock Holding History

WestEnd Advisors’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 		$4.5K Buy
16
+1
+7% +$252 ﹤0.01% 122
2026
Q1 		$3.64K Hold
15
– – ﹤0.01% 118
2025
Q4 		$4.44K Sell
15
-3
-17% -$898 ﹤0.01% 110
2025
Q3 		$5.08K Buy
18
+5
+38% +$1.31K ﹤0.01% 93
2025
Q2 		$3.83K Sell
13
-2
-13% -$515 ﹤0.01% 113
2025
Q1 		$3.73K Buy
15
+11
+275% +$2.69K ﹤0.01% 116
2024
Q4 		$879 Hold
4
– – ﹤0.01% 141
2024
Q3 		$884 Sell
4
-1
-20% -$196 ﹤0.01% 135
2024
Q2 		$865 Hold
5
– – ﹤0.01% 129
2024
Q1 		$955 Hold
5
– – ﹤0.01% 118
2023
Q4 		$818 Hold
5
– – ﹤0.01% 122
2023
Q3 		$702 Buy
+5
New +$711 ﹤0.01% 127
2023
Q1 		– Sell
-6
Closed -$803 – 123
2022
Q4 		$845 Sell
6
-1
-14% -$138 ﹤0.01% 107
2022
Q3 		$1K Sell
7
-1
-13% -$131 ﹤0.01% 113
2022
Q2 		$1.13K Buy
+8
New +$1.08K ﹤0.01% 101
2022
Q1 		– Sell
-6
Closed -$782 – 115
2021
Q4 		$801 Buy
+6
New +$753 ﹤0.01% 121
2021
Q3 		– Hold
0
– – – 107
2021
Q2 		– Hold
0
– – – 102
2013
Q4 		– Sell
-782,887
Closed -$139M – 36
2013
Q3 		$139M Sell
782,887
-8,283
-1% -$1.51M 4.54% 17
2013
Q2 		$145M Buy
+791,170
New +$154M 4.75% 17

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

WestEnd Advisors's IBM Position: Q2 2026 in Review

WestEnd Advisors increased its IBM (IBM) stake by 6.7% in Q2 2026, buying an estimated $252 and bringing the position to 16 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

WestEnd Advisors first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. The position peaked at $145M in Q2 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WestEnd Advisors held 16 shares of IBM worth $4.5K as of Q2 2026.
  • WestEnd Advisors bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #122 holding.
  • WestEnd Advisors first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
  • WestEnd Advisors's IBM position peaked at $145M in Q2 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.