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Koss-Olinger Consulting’s IBM IBM Stock Holding History

Koss-Olinger Consulting’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 		$453K Sell
1,610
-212
-12% -$53.4K 0.03% 97
2026
Q1 		$442K Sell
1,822
-310
-15% -$83.9K 0.04% 165
2025
Q4 		$632K Sell
2,132
-201
-9% -$60.2K 0.05% 137
2025
Q3 		$688K Hold
2,333
– – 0.06% 157
2025
Q2 		$688K Sell
2,333
-87
-4% -$22.4K 0.06% 158
2025
Q1 		$602K Buy
+2,420
New +$592K 0.05% 163
2024
Q4 		– Sell
-2,318
Closed -$512K – 232
2024
Q3 		$512K Buy
2,318
+63
+3% +$12.4K 0.04% 154
2024
Q2 		$390K Buy
+2,255
New +$392K 0.04% 177
2024
Q1 		– Sell
-2,321
Closed -$380K – 156
2023
Q4 		$380K Sell
2,321
-108
-4% -$16.3K 0.04% 202
2023
Q3 		$341K Hold
2,429
– – 0.05% 171
2023
Q2 		$325K Buy
2,429
+850
+54% +$110K 0.04% 172
2023
Q1 		$207K Sell
1,579
-250
-14% -$33.4K 0.03% 232
2022
Q4 		$258K Hold
1,829
– – 0.04% 173
2022
Q3 		$217K Sell
1,829
-941
-34% -$123K 0.04% 199
2022
Q2 		$391K Buy
2,770
+858
+45% +$116K 0.07% 104
2022
Q1 		$249K Buy
1,912
+1
+0.1% +$130 0.04% 158
2021
Q4 		$255K Sell
1,911
-410
-18% -$51.4K 0.04% 163
2021
Q3 		$308K Sell
2,321
-5
-0.2% -$668 0.05% 168
2021
Q2 		$326K Buy
2,326
+1
+0% +$137 0.05% 180
2021
Q1 		$296K Buy
+2,325
New +$278K 0.05% 171

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Koss-Olinger Consulting's IBM Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $53.4K and leaving 1,610 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #97.

Koss-Olinger Consulting first reported a position in IBM in Q1 2021 and has held it in 20 quarters since. The position peaked at $688K in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Koss-Olinger Consulting held 1,610 shares of IBM worth $453K as of Q2 2026.
  • Koss-Olinger Consulting sold 212 IBM shares in Q2 2026, an estimated $53.4K.
  • IBM made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #97 holding.
  • Koss-Olinger Consulting first reported a position in IBM in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's IBM position peaked at $688K in Q3 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.