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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

World Investment Advisors's IBM Position: Q1 2026 in Review

World Investment Advisors reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $1.89M and leaving 59,147 shares worth $14.3M. The position accounts for 0.23% of the portfolio, ranked #89.

World Investment Advisors first reported a position in IBM in Q1 2021 and has held it in 15 quarters since. The position peaked at $19.6M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

World Investment Advisors held 59,147 shares of IBM worth $14.3M as of Q1 2026.
World Investment Advisors sold 6,988 IBM shares in Q1 2026, an estimated $1.89M.
IBM made up 0.23% of World Investment Advisors's portfolio in Q1 2026, its #89 holding.
World Investment Advisors first reported a position in IBM in Q1 2021 and has held it in 15 quarters since.
World Investment Advisors's IBM position peaked at $19.6M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.