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Charter Oak Capital Management’s IBM IBM Stock Holding History

Charter Oak 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 		$420K Sell
1,734
-752
-30% -$203K 0.03% 131
2025
Q4 		$736K Buy
2,486
+199
+9% +$59.6K 0.06% 105
2025
Q3 		$645K Sell
2,287
-127
-5% -$33.2K 0.05% 109
2025
Q2 		$712K Buy
2,414
+235
+11% +$60.5K 0.06% 96
2025
Q1 		$542K Sell
2,179
-361
-14% -$88.3K 0.05% 104
2024
Q4 		$558K Buy
2,540
+117
+5% +$26.1K 0.05% 101
2024
Q3 		$536K Buy
2,423
+190
+9% +$37.3K 0.05% 108
2024
Q2 		$386K Buy
2,233
+368
+20% +$63.9K 0.04% 119
2024
Q1 		$356K Buy
1,865
+144
+8% +$26.3K 0.04% 133
2023
Q4 		$282K Buy
1,721
+100
+6% +$15.1K 0.03% 145
2023
Q3 		$227K Sell
1,621
-109
-6% -$15.5K 0.03% 164
2023
Q2 		$231K Sell
1,730
-62
-3% -$8K 0.03% 161
2023
Q1 		$235K Sell
1,792
-982
-35% -$131K 0.03% 159
2022
Q4 		$391K Sell
2,774
-34
-1% -$4.69K 0.06% 117
2022
Q3 		$334K Sell
2,808
-457
-14% -$60K 0.05% 124
2022
Q2 		$461K Buy
3,265
+1,001
+44% +$135K 0.06% 120
2022
Q1 		$294K Buy
2,264
+1
+0% +$130 0.04% 152
2021
Q4 		$302K Sell
2,263
-77
-3% -$9.66K 0.04% 155
2021
Q3 		$311K Buy
2,340
+1,056
+82% +$141K 0.04% 141
2021
Q2 		$180K Buy
1,284
+1
+0.1% +$137 0.02% 185
2021
Q1 		$164K Buy
1,283
+192
+18% +$23K 0.02% 188
2020
Q4 		$131K Buy
+1,091
New +$126K 0.02% 191

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

Charter Oak Capital Management's IBM Position: Q1 2026 in Review

Charter Oak Capital Management reduced its IBM (IBM) stake by 30% in Q1 2026, selling an estimated $203K and leaving 1,734 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #131.

Charter Oak Capital Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $736K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Charter Oak Capital Management held 1,734 shares of IBM worth $420K as of Q1 2026.
  • Charter Oak Capital Management sold 752 IBM shares in Q1 2026, an estimated $203K.
  • IBM made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #131 holding.
  • Charter Oak Capital Management first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's IBM position peaked at $736K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.