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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WPG Advisers's IBM Position: Q1 2026 in Review

WPG Advisers reduced its IBM (IBM) stake by 8.6% in Q1 2026, selling an estimated $20.6K and leaving 809 shares worth $196K. The position accounts for 0.14% of the portfolio, ranked #81.

WPG Advisers first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $262K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • WPG Advisers held 809 shares of IBM worth $196K as of Q1 2026.
  • WPG Advisers sold 76 IBM shares in Q1 2026, an estimated $20.6K.
  • IBM made up 0.14% of WPG Advisers's portfolio in Q1 2026, its #81 holding.
  • WPG Advisers first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's IBM position peaked at $262K in Q4 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.