Y-Intercept (HK)’s IBM IBM Stock Holding History

Y-Intercept (HK)’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	$3.66M	Buy	+16,629	New	+$3.95M	0.08%	355
2026 Q2	–	Sell	-40,248	Closed	-$9.8M	–	1916
2026 Q1	$9.8M	Buy	40,248 +33,607	+506%	+$9.09M	0.19%	112
2025 Q4	$1.97M	Buy	+6,641	New	+$1.99M	0.04%	635
2023 Q4	–	Sell	-17,171	Closed	-$2.41M	–	1409
2023 Q3	$2.41M	Buy	+17,171	New	+$2.44M	0.24%	104
2022 Q2	–	Sell	-5,004	Closed	-$651K	–	1005
2022 Q1	$651K	Sell	5,004 -3,903	-44%	-$509K	0.15%	193
2021 Q4	$1.19M	Buy	8,907 +5,890	+195%	+$739K	0.28%	90
2021 Q3	$401K	Buy	+3,017	New	+$403K	0.07%	394
2021 Q2	–	Sell	-15,457	Closed	-$1.99M	–	742
2021 Q1	$1.99M	Buy	15,457 +12,082	+358%	+$1.45M	0.53%	31
2020 Q4	$401K	Buy	+3,375	New	+$390K	0.17%	215

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Y-Intercept (HK)'s IBM Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in IBM (IBM) in Q3 2026: 16,629 shares worth $3.66M. The stake represents 0.08% of the portfolio and ranks #355 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IBM as recently as Q1 2026.

Y-Intercept (HK) first reported a position in IBM in Q4 2020 and has held it in 9 quarters since. The position peaked at $9.8M in Q1 2026. 2,350 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Y-Intercept (HK) held 16,629 shares of IBM worth $3.66M as of Q3 2026.
IBM was a new Y-Intercept (HK) position in Q3 2026.
IBM made up 0.08% of Y-Intercept (HK)'s portfolio in Q3 2026, its #355 holding.
Y-Intercept (HK) first reported a position in IBM in Q4 2020 and has held it in 9 quarters since.
Y-Intercept (HK)'s IBM position peaked at $9.8M in Q1 2026.
2,350 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.