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WPG Advisers’s IBM IBM Stock Holding History

WPG Advisers’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 		$239K Buy
848
+39
+5% +$9.83K 0.14% 88
2026
Q1 		$196K Sell
809
-76
-9% -$20.6K 0.14% 81
2025
Q4 		$262K Buy
885
+45
+5% +$13.5K 0.19% 65
2025
Q3 		$237K Buy
840
+32
+4% +$8.38K 0.18% 71
2025
Q2 		$238K Buy
808
+79
+11% +$20.4K 0.2% 69
2025
Q1 		$181K Buy
729
+35
+5% +$8.56K 0.17% 93
2024
Q4 		$153K Buy
+694
New +$155K 0.14% 121

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

WPG Advisers's IBM Position: Q2 2026 in Review

WPG Advisers increased its IBM (IBM) stake by 4.8% in Q2 2026, buying an estimated $9.83K and bringing the position to 848 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #88.

WPG Advisers first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WPG Advisers held 848 shares of IBM worth $239K as of Q2 2026.
  • WPG Advisers bought 39 IBM shares in Q2 2026, an estimated $9.83K.
  • IBM made up 0.14% of WPG Advisers's portfolio in Q2 2026, its #88 holding.
  • WPG Advisers first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's IBM position peaked at $262K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.