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World Equity Group’s IBM IBM Stock Holding History

World Equity 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 		$1.32M Sell
4,693
-73
-2% -$18.4K 0.3% 77
2026
Q1 		$1.16M Sell
4,766
-140
-3% -$37.9K 0.3% 72
2025
Q4 		$1.45M Buy
4,906
+273
+6% +$81.8K 0.41% 48
2025
Q3 		$1.31M Sell
4,633
-167
-3% -$43.7K 0.3% 75
2025
Q2 		$1.41M Buy
4,800
+2
+0% +$515 0.39% 57
2025
Q1 		$1.18M Sell
4,798
-743
-13% -$182K 0.34% 71
2024
Q4 		$1.22M Sell
5,541
-634
-10% -$141K 0.26% 83
2024
Q3 		$1.37M Buy
6,175
+507
+9% +$99.4K 0.49% 51
2024
Q2 		$980K Sell
5,668
-720
-11% -$125K 0.29% 92
2024
Q1 		$1.22M Sell
6,388
-184
-3% -$33.6K 0.25% 103
2023
Q4 		$1.07M Buy
6,572
+652
+11% +$98.5K 0.22% 106
2023
Q3 		$830K Buy
5,920
+2,981
+101% +$424K 0.17% 133
2023
Q2 		$393K Sell
2,939
-26,384
-90% -$3.41M 0.12% 216
2023
Q1 		$699K Buy
29,323
+24,915
+565% +$3.33M 0.1% 215
2022
Q4 		$621K Buy
4,408
+83
+2% +$11.4K 0.15% 157
2022
Q3 		$514K Buy
4,325
+430
+11% +$56.4K 0.13% 159
2022
Q2 		$550K Buy
+3,895
New +$526K 0.14% 168

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

World Equity Group's IBM Position: Q2 2026 in Review

World Equity Group reduced its IBM (IBM) stake by 1.5% in Q2 2026, selling an estimated $18.4K and leaving 4,693 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #77.

World Equity Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q4 2025. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • World Equity Group held 4,693 shares of IBM worth $1.32M as of Q2 2026.
  • World Equity Group sold 73 IBM shares in Q2 2026, an estimated $18.4K.
  • IBM made up 0.3% of World Equity Group's portfolio in Q2 2026, its #77 holding.
  • World Equity Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • World Equity Group's IBM position peaked at $1.45M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.