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Westwood Holdings Group’s IBM IBM Stock Holding History

Westwood Holdings 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 		$31.8M Buy
131,168
+10,136
+8% +$2.74M 0.23% 154
2025
Q4 		$35.9M Buy
121,032
+28,709
+31% +$8.6M 0.29% 126
2025
Q3 		$26.1M Buy
92,323
+16,953
+22% +$4.44M 0.19% 165
2025
Q2 		$22.2M Sell
75,370
-15,354
-17% -$3.96M 0.16% 167
2025
Q1 		$22.6M Sell
90,724
-3,292
-4% -$805K 0.17% 156
2024
Q4 		$20.7M Sell
94,016
-10,917
-10% -$2.43M 0.16% 169
2024
Q3 		$23.2M Sell
104,933
-29,315
-22% -$5.75M 0.1% 203
2024
Q2 		$23.2M Buy
134,248
+20,412
+18% +$3.55M 0.11% 188
2024
Q1 		$21.7M Sell
113,836
-1,485
-1% -$271K 0.17% 162
2023
Q4 		$18.9M Buy
115,321
+19,175
+20% +$2.9M 0.16% 161
2023
Q3 		$13.5M Buy
96,146
+741
+0.8% +$105K 0.13% 165
2023
Q2 		$12.8M Sell
95,405
-22,500
-19% -$2.9M 0.11% 179
2023
Q1 		$15.5M Buy
117,905
+2,297
+2% +$307K 0.14% 166
2022
Q4 		$16.3M Sell
115,608
-202
-0.2% -$27.9K 0.14% 159
2022
Q3 		$13.8M Sell
115,810
-29,692
-20% -$3.9M 0.16% 145
2022
Q2 		$20.5M Sell
145,502
-5,861
-4% -$791K 0.22% 133
2022
Q1 		$19.7M Buy
151,363
+11,656
+8% +$1.52M 0.18% 150
2021
Q4 		$18.7M Buy
139,707
+125,499
+883% +$15.7M 0.17% 157
2021
Q3 		$1.8M Buy
14,208
+5,554
+64% +$742K 0.02% 297
2021
Q2 		$1.21M Buy
8,654
+5,791
+202% +$792K 0.01% 328
2021
Q1 		$365K Sell
2,863
-278
-9% -$33.3K ﹤0.01% 393
2020
Q4 		$378K Hold
3,141
– – ﹤0.01% 384
2020
Q3 		$365K Sell
3,141
-105
-3% -$12.4K ﹤0.01% 363
2020
Q2 		$374K Sell
3,246
-89
-3% -$10.3K 0.01% 368
2020
Q1 		$353K Buy
3,335
+1,020
+44% +$129K 0.01% 366
2019
Q4 		$297K Sell
2,315
-78
-3% -$10.1K ﹤0.01% 422
2019
Q3 		$333K Buy
2,393
+72
+3% +$9.71K ﹤0.01% 392
2019
Q2 		$306K Buy
+2,321
New +$305K ﹤0.01% 425
2018
Q4 		– Sell
-1,562
Closed -$225K – 409
2018
Q3 		$225K Buy
+1,562
New +$218K ﹤0.01% 376
2018
Q2 		– Sell
-1,573
Closed -$231K – 428
2018
Q1 		$231K Sell
1,573
-250
-14% -$37.8K ﹤0.01% 393
2017
Q4 		$267K Buy
1,823
+1,718
+1,636% +$250K ﹤0.01% 388
2017
Q3 		$15K Buy
+105
New +$14.6K ﹤0.01% 403
2017
Q2 		– Sell
-5,207
Closed -$867K – 517
2017
Q1 		$867K Hold
5,207
– – 0.01% 317
2016
Q4 		$826K Hold
5,207
– – 0.01% 357
2016
Q3 		$791K Sell
5,207
-84
-2% -$12.7K 0.01% 365
2016
Q2 		$768K Hold
5,291
– – 0.01% 324
2016
Q1 		$766K Sell
5,291
-1,051
-17% -$134K 0.01% 317
2015
Q4 		$834K Sell
6,342
-8,713
-58% -$1.17M 0.01% 321
2015
Q3 		$2.09M Buy
15,055
+268
+2% +$39.6K 0.02% 281
2015
Q2 		$2.3M Buy
14,787
+191
+1% +$30.7K 0.02% 288
2015
Q1 		$2.24M Sell
14,596
-34,112
-70% -$5.17M 0.02% 277
2014
Q4 		$7.47M Buy
48,708
+25,420
+109% +$4.04M 0.06% 202
2014
Q3 		$4.23M Sell
23,288
-260
-1% -$47.4K 0.03% 236
2014
Q2 		$4.08M Buy
23,548
+88
+0.4% +$15.8K 0.03% 232
2014
Q1 		$4.32M Sell
23,460
-15,765
-40% -$2.78M 0.03% 218
2013
Q4 		$7.03M Buy
39,225
+2,872
+8% +$495K 0.05% 176
2013
Q3 		$6.44M Buy
36,353
+2,358
+7% +$429K 0.05% 184
2013
Q2 		$6.21M Buy
+33,995
New +$6.62M 0.05% 185

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

Westwood Holdings Group's IBM Position: Q1 2026 in Review

Westwood Holdings Group increased its IBM (IBM) stake by 8.4% in Q1 2026, buying an estimated $2.74M and bringing the position to 131,168 shares worth $31.8M. The position accounts for 0.23% of the portfolio, ranked #154.

Westwood Holdings Group first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $35.9M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Westwood Holdings Group held 131,168 shares of IBM worth $31.8M as of Q1 2026.
  • Westwood Holdings Group bought 10,136 IBM shares in Q1 2026, an estimated $2.74M.
  • IBM made up 0.23% of Westwood Holdings Group's portfolio in Q1 2026, its #154 holding.
  • Westwood Holdings Group first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
  • Westwood Holdings Group's IBM position peaked at $35.9M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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