Brandywine Oak Private Wealth
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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
Q3 		$1.17M Sell
5,314
-46
-0.9% -$10.9K 0.09% 104
2026
Q2 		$1.51M Buy
5,360
+208
+4% +$52.4K 0.11% 92
2026
Q1 		$1.25M Buy
5,152
+8
+0.2% +$2.16K 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 		$1.02M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brandywine Oak Private Wealth's IBM Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its IBM (IBM) stake by 0.86% in Q3 2026, selling an estimated $10.9K and leaving 5,314 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #104.

Brandywine Oak Private Wealth first reported a position in IBM in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.54M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Brandywine Oak Private Wealth held 5,314 shares of IBM worth $1.17M as of Q3 2026.
  • Brandywine Oak Private Wealth sold 46 IBM shares in Q3 2026, an estimated $10.9K.
  • IBM made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #104 holding.
  • Brandywine Oak Private Wealth first reported a position in IBM in Q4 2018 and has held it in 26 quarters since.
  • Brandywine Oak Private Wealth's IBM position peaked at $1.54M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.