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World Investment Advisors’s IBM IBM Stock Holding History

World Investment 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 		$13.1M Sell
53,820
-5,327
-9% -$1.34M 0.22% 101
2026
Q1 		$14.3M Sell
59,147
-6,988
-11% -$1.89M 0.23% 89
2025
Q4 		$19.6M Buy
66,135
+11,375
+21% +$3.41M 0.32% 60
2025
Q3 		$15.5M Buy
54,760
+639
+1% +$167K 0.32% 57
2025
Q2 		$16M Buy
54,121
+37,369
+223% +$9.63M 0.36% 52
2025
Q1 		$4.17M Sell
16,752
-581
-3% -$142K 0.11% 221
2024
Q4 		$3.81M Buy
17,333
+4,740
+38% +$1.06M 0.1% 223
2024
Q3 		$2.78M Buy
12,593
+4,884
+63% +$958K 0.09% 251
2024
Q2 		$1.33M Buy
+7,709
New +$1.34M 0.08% 222
2024
Q1 		– Sell
-1,895
Closed -$310K – 426
2023
Q4 		$310K Buy
+1,895
New +$286K 0.04% 300
2023
Q1 		– Sell
-1,752
Closed -$247K – 247
2022
Q4 		$247K Sell
1,752
-313
-15% -$43.2K 0.06% 199
2022
Q3 		$245K Sell
2,065
-1,436
-41% -$188K 0.06% 200
2022
Q2 		$463K Buy
3,501
+740
+27% +$99.9K 0.1% 154
2022
Q1 		$359K Buy
+2,761
New +$360K 0.07% 180
2021
Q3 		– Sell
-1,606
Closed -$225K – 254
2021
Q2 		$225K Sell
1,606
-261
-14% -$35.7K 0.05% 225
2021
Q1 		$260K Buy
+1,867
New +$223K 0.06% 190

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

World Investment Advisors's IBM Position: Q2 2026 in Review

World Investment Advisors reduced its IBM (IBM) stake by 9% in Q2 2026, selling an estimated $1.34M and leaving 53,820 shares worth $13.1M. The position accounts for 0.22% of the portfolio, ranked #101.

World Investment Advisors first reported a position in IBM in Q1 2021 and has held it in 16 quarters since. The position peaked at $19.6M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • World Investment Advisors held 53,820 shares of IBM worth $13.1M as of Q2 2026.
  • World Investment Advisors sold 5,327 IBM shares in Q2 2026, an estimated $1.34M.
  • IBM made up 0.22% of World Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • World Investment Advisors first reported a position in IBM in Q1 2021 and has held it in 16 quarters since.
  • World Investment Advisors's IBM position peaked at $19.6M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.