WI
IBM icon

WJ Interests’s IBM IBM Stock Holding History

WJ Interests’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
Q3 		$322K Hold
1,462
– – 0.12% 20
2026
Q2 		$411K Hold
1,462
– – 0.16% 18
2026
Q1 		$354K Sell
1,462
-100
-6% -$27.1K 0.14% 17
2025
Q4 		$463K Hold
1,562
– – 0.2% 15
2025
Q3 		$441K Hold
1,562
– – 0.18% 17
2025
Q2 		$460K Sell
1,562
-138
-8% -$35.6K 0.2% 16
2025
Q1 		$423K Buy
+1,700
New +$416K 0.2% 15

Other funds holding IBM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

WJ Interests's IBM Position: Q3 2026 in Review

WJ Interests held its IBM (IBM) position steady in Q3 2026 at 1,462 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #20.

WJ Interests first reported a position in IBM in Q1 2025 and has held it in 7 quarters since. The position peaked at $463K in Q4 2025. 711 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • WJ Interests held 1,462 shares of IBM worth $322K as of Q3 2026.
  • WJ Interests left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.12% of WJ Interests's portfolio in Q3 2026, its #20 holding.
  • WJ Interests first reported a position in IBM in Q1 2025 and has held it in 7 quarters since.
  • WJ Interests's IBM position peaked at $463K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.