SEC 13F Intelligence

Waverton Investment Management Ltd / IBM

Waverton Investment Management Ltd’s International Business Machs Position

Does Waverton Investment Management Ltd own International Business Machs (IBM)? Not currently — the last reported position was 993.7K shares worth $280M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$280M
Q3 2025
Shares
993.7K
% of Portfolio
+3.61%
Quarters Held
12
position exited

Position History IBM

Reported value by quarter
Q4 ’22: $93,283Q4 ’22Q1 ’23: $100MQ2 ’23: $104MQ2 ’23Q3 ’23: $116MQ4 ’23: $151MQ4 ’23Q1 ’24: $181MQ2 ’24: $171MQ2 ’24Q3 ’24: $223MQ4 ’24: $225MQ4 ’24Q1 ’25: $239MQ2 ’25: $283MQ2 ’25Q3 ’25: $280Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025993.7K$280M+3.61%
Q2 2025961.7K$283M+3.90%
Q1 2025961.1K$239M+3.70%
Q4 20241.02M$225M+3.58%
Q3 20241.01M$223M+3.66%
Q2 2024987.7K$171M+3.22%
Q1 2024949.7K$181M+3.77%
Q4 2023921.6K$151M+3.66%
Q3 2023824.6K$116M+3.35%
Q2 2023774.6K$104M+2.95%
Q1 2023761.0K$100M+3.08%
Q4 2022662.1K$93,283+3.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of IBM.