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Bontempo Ohly Capital Management’s IBM IBM Stock Holding History

Bontempo Ohly Capital Management’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 		$906K Sell
3,738
-11,735
-76% -$3.18M 0.41% 29
2025
Q4 		$4.58M Sell
15,473
-287
-2% -$86K 1.97% 12
2025
Q3 		$4.45M Sell
15,760
-387
-2% -$101K 1.93% 17
2025
Q2 		$4.76M Buy
16,147
+75
+0.5% +$19.3K 2.16% 10
2025
Q1 		$4M Sell
16,072
-4,076
-20% -$997K 1.93% 22
2024
Q4 		$4.43M Sell
20,148
-381
-2% -$84.9K 2.16% 10
2024
Q3 		$4.54M Sell
20,529
-213
-1% -$41.8K 2.07% 13
2024
Q2 		$3.59M Sell
20,742
-21
-0.1% -$3.65K 1.79% 21
2024
Q1 		$3.96M Sell
20,763
-1,711
-8% -$312K 1.93% 19
2023
Q4 		$3.68M Buy
22,474
+112
+0.5% +$16.9K 1.78% 16
2023
Q3 		$3.14M Sell
22,362
-1,319
-6% -$188K 1.72% 17
2023
Q2 		$3.17M Sell
23,681
-94
-0.4% -$12.1K 1.54% 20
2023
Q1 		$3.12M Buy
23,775
+591
+3% +$79.1K 1.55% 23
2022
Q4 		$3.27M Sell
23,184
-77
-0.3% -$10.6K 1.94% 16
2022
Q3 		$2.76M Sell
23,261
-77
-0.3% -$10.1K 1.83% 20
2022
Q2 		$3.29M Sell
23,338
-119
-0.5% -$16.1K 2.04% 17
2022
Q1 		$3.05M Sell
23,457
-88
-0.4% -$11.5K 1.68% 22
2021
Q4 		$3.15M Sell
23,545
-812
-3% -$102K 1.62% 22
2021
Q3 		$3.23M Sell
24,357
-183
-0.7% -$24.5K 1.81% 19
2021
Q2 		$3.44M Sell
24,540
-74
-0.3% -$10.1K 1.87% 21
2021
Q1 		$3.14M Buy
24,614
+2,002
+9% +$240K 1.75% 24
2020
Q4 		$2.72M Buy
22,612
+388
+2% +$44.8K 1.63% 21
2020
Q3 		$2.58M Sell
22,224
-15
-0.1% -$1.77K 1.76% 20
2020
Q2 		$2.57M Sell
22,239
-135
-0.6% -$15.7K 1.82% 20
2020
Q1 		$2.37M Sell
22,374
-480
-2% -$60.7K 1.97% 16
2019
Q4 		$2.93M Buy
22,854
+79
+0.3% +$10.3K 1.95% 17
2019
Q3 		$3.17M Buy
22,775
+120
+0.5% +$16.2K 2.25% 10
2019
Q2 		$2.99M Buy
22,655
+260
+1% +$34.2K 2.16% 14
2019
Q1 		$3.02M Buy
22,395
+384
+2% +$48.9K 2.19% 9
2018
Q4 		$2.39M Buy
22,011
+484
+2% +$58.1K 1.77% 18
2018
Q3 		$3.11M Buy
21,527
+1,205
+6% +$168K 2.07% 8
2018
Q2 		$2.71M Buy
20,322
+329
+2% +$45.9K 2.13% 9
2018
Q1 		$2.93M Buy
19,993
+54
+0.3% +$8.17K 2.34% 8
2017
Q4 		$2.87M Sell
19,939
-1,337
-6% -$194K 2.24% 8
2017
Q3 		$2.95M Buy
21,276
+64
+0.3% +$8.92K 2.29% 10
2017
Q2 		$3.12M Sell
21,212
-190
-0.9% -$28.6K 2.52% 7
2017
Q1 		$3.56M Sell
21,402
-1,612
-7% -$270K 2.85% 4
2016
Q4 		$3.65M Sell
23,014
-33
-0.1% -$5.03K 2.98% 3
2016
Q3 		$3.5M Sell
23,047
-42
-0.2% -$6.37K 2.93% 7
2016
Q2 		$3.35M Buy
23,089
+335
+1% +$48K 2.89% 7
2016
Q1 		$3.29M Buy
+22,754
New +$2.91M 2.89% 5

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

Bontempo Ohly Capital Management's IBM Position: Q1 2026 in Review

Bontempo Ohly Capital Management reduced its IBM (IBM) stake by 76% in Q1 2026, selling an estimated $3.18M and leaving 3,738 shares worth $906K. The position accounts for 0.41% of the portfolio, ranked #29.

Bontempo Ohly Capital Management first reported a position in IBM in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.76M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bontempo Ohly Capital Management held 3,738 shares of IBM worth $906K as of Q1 2026.
  • Bontempo Ohly Capital Management sold 11,735 IBM shares in Q1 2026, an estimated $3.18M.
  • IBM made up 0.41% of Bontempo Ohly Capital Management's portfolio in Q1 2026, its #29 holding.
  • Bontempo Ohly Capital Management first reported a position in IBM in Q1 2016 and has held it in 41 quarters since.
  • Bontempo Ohly Capital Management's IBM position peaked at $4.76M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bontempo Ohly Capital Management's 13F filing for Q1 2026, filed 15 May 2026.