World Equity Group
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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
Q3 		$283K Sell
1,288
-3,405
-73% -$809K 0.12% 183
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

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
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 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

World Equity Group's IBM Position: Q3 2026 in Review

World Equity Group reduced its IBM (IBM) stake by 73% in Q3 2026, selling an estimated $809K and leaving 1,288 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #183.

World Equity Group first reported a position in IBM in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.45M in Q4 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • World Equity Group held 1,288 shares of IBM worth $283K as of Q3 2026.
  • World Equity Group sold 3,405 IBM shares in Q3 2026, an estimated $809K.
  • IBM made up 0.12% of World Equity Group's portfolio in Q3 2026, its #183 holding.
  • World Equity Group first reported a position in IBM in Q2 2022 and has held it in 18 quarters since.
  • World Equity Group's IBM position peaked at $1.45M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.