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Brandywine Oak Private Wealth’s IBM IBM Stock Holding History

Brandywine Oak Private Wealth’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 		$1.51M Buy
5,360
+208
+4% +$52.4K 0.11% 92
2026
Q1 		$1.25M Buy
5,152
+8
+0.2% +$2.17K 0.11% 93
2025
Q4 		$1.52M Buy
5,144
+50
+1% +$15K 0.13% 80
2025
Q3 		$1.44M Sell
5,094
-140
-3% -$36.6K 0.12% 85
2025
Q2 		$1.54M Sell
5,234
-55
-1% -$14.2K 0.14% 78
2025
Q1 		$1.32M Sell
5,289
-229
-4% -$56K 0.13% 83
2024
Q4 		$1.21M Sell
5,518
-537
-9% -$120K 0.12% 91
2024
Q3 		$1.34M Buy
6,055
+426
+8% +$83.5K 0.13% 84
2024
Q2 		$974K Buy
5,629
+32
+0.6% +$5.56K 0.1% 100
2024
Q1 		$1.07M Sell
5,597
-40
-0.7% -$7.3K 0.11% 94
2023
Q4 		$922K Sell
5,637
-44
-0.8% -$6.65K 0.1% 102
2023
Q3 		$797K Sell
5,681
-140
-2% -$19.9K 0.09% 110
2023
Q2 		$779K Buy
5,821
+35
+0.6% +$4.52K 0.09% 118
2023
Q1 		$758K Buy
5,786
+7
+0.1% +$936 0.09% 118
2022
Q4 		$814K Sell
5,779
-1,333
-19% -$184K 0.1% 112
2022
Q3 		$845K Sell
7,112
-1,297
-15% -$170K 0.11% 106
2022
Q2 		$1.19M Buy
8,409
+127
+2% +$17.1K 0.15% 92
2022
Q1 		$1.08M Buy
8,282
+639
+8% +$83.3K 0.12% 118
2021
Q4 		$1.02M Sell
7,643
-38
-0.5% -$4.77K 0.11% 133
2021
Q3 		$1.03M Buy
7,681
+434
+6% +$58K 0.12% 121
2021
Q2 		$1.01M Buy
+7,247
New +$991K 0.12% 126
2019
Q4 		– Sell
-1,702
Closed -$236K – 242
2019
Q3 		$236K Buy
1,702
+181
+12% +$24.4K 0.04% 201
2019
Q2 		$200K Sell
1,521
-994
-40% -$131K 0.04% 216
2019
Q1 		$339K Sell
2,515
-2,146
-46% -$274K 0.07% 139
2018
Q4 		$403K Buy
+4,661
New +$559K 0.09% 112

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brandywine Oak Private Wealth's IBM Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its IBM (IBM) stake by 4% in Q2 2026, buying an estimated $52.4K and bringing the position to 5,360 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #92.

Brandywine Oak Private Wealth first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.54M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brandywine Oak Private Wealth held 5,360 shares of IBM worth $1.51M as of Q2 2026.
  • Brandywine Oak Private Wealth bought 208 IBM shares in Q2 2026, an estimated $52.4K.
  • IBM made up 0.11% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Brandywine Oak Private Wealth first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
  • Brandywine Oak Private Wealth's IBM position peaked at $1.54M in Q2 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.