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Oak Associates’s IBM IBM Stock Holding History

Oak Associates’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
2025
Q3 		– Sell
-1,560
Closed -$460K – 132
2025
Q2 		$460K Sell
1,560
-4,250
-73% -$1.09M 0.03% 118
2025
Q1 		$1.44M Sell
5,810
-97
-2% -$23.7K 0.11% 87
2024
Q4 		$1.3M Buy
5,907
+3
+0.1% +$668 0.09% 99
2024
Q3 		$1.31M Sell
5,904
-642
-10% -$126K 0.09% 92
2024
Q2 		$1.13M Buy
6,546
+4
+0.1% +$695 0.08% 98
2024
Q1 		$1.25M Sell
6,542
-47
-0.7% -$8.57K 0.09% 98
2023
Q4 		$1.08M Sell
6,589
-1,296
-16% -$196K 0.08% 99
2023
Q3 		$1.11M Sell
7,885
-376
-5% -$53.5K 0.09% 94
2023
Q2 		$1.11M Sell
8,261
-14,007
-63% -$1.81M 0.09% 98
2023
Q1 		$2.92M Sell
22,268
-670
-3% -$89.6K 0.24% 62
2022
Q4 		$3.23M Sell
22,938
-3,891
-15% -$537K 0.27% 59
2022
Q3 		$3.19M Sell
26,829
-536
-2% -$70.3K 0.27% 54
2022
Q2 		$3.86M Sell
27,365
-181
-0.7% -$24.4K 0.3% 53
2022
Q1 		$3.58M Sell
27,546
-861
-3% -$112K 0.22% 58
2021
Q4 		$3.8M Sell
28,407
-6,163
-18% -$773K 0.2% 58
2021
Q3 		$4.59M Buy
34,570
+4
+0% +$535 0.26% 54
2021
Q2 		$4.84M Sell
34,566
-158
-0.5% -$21.6K 0.27% 53
2021
Q1 		$4.42M Buy
34,724
+5,873
+20% +$703K 0.26% 54
2020
Q4 		$3.47M Sell
28,851
-66,001
-70% -$7.63M 0.21% 58
2020
Q3 		$11M Sell
94,852
-63,575
-40% -$7.48M 0.74% 38
2020
Q2 		$18.3M Sell
158,427
-32,663
-17% -$3.79M 1.23% 27
2020
Q1 		$20.3M Sell
191,090
-1,495
-0.8% -$189K 1.66% 18
2019
Q4 		$24.7M Buy
192,585
+1,066
+0.6% +$139K 1.45% 18
2019
Q3 		$26.6M Sell
191,519
-828
-0.4% -$112K 1.64% 17
2019
Q2 		$25.4M Buy
192,347
+56
+0% +$7.36K 1.58% 19
2019
Q1 		$25.9M Sell
192,291
-460
-0.2% -$58.6K 1.58% 18
2018
Q4 		$20.9M Buy
192,751
+2,514
+1% +$302K 1.48% 21
2018
Q3 		$27.5M Buy
190,237
+10,369
+6% +$1.45M 1.68% 17
2018
Q2 		$24M Buy
179,868
+9,462
+6% +$1.32M 1.61% 15
2018
Q1 		$25M Buy
170,406
+14
+0% +$2.12K 1.74% 13
2017
Q4 		$25M Sell
170,392
-554
-0.3% -$80.6K 1.77% 13
2017
Q3 		$23.7M Sell
170,946
-56
-0% -$7.8K 1.75% 12
2017
Q2 		$25.1M Buy
171,002
+1,021
+0.6% +$154K 1.89% 11
2017
Q1 		$28.3M Buy
169,981
+19,634
+13% +$3.29M 2.26% 10
2016
Q4 		$23.9M Sell
150,347
-3,412
-2% -$520K 2.35% 12
2016
Q3 		$22.6M Buy
153,759
+18,506
+14% +$2.81M 2.33% 13
2016
Q2 		$19.6M Buy
135,253
+488
+0.4% +$69.9K 2.36% 13
2016
Q1 		$19.5M Hold
134,765
– – 2.39% 13
2015
Q4 		$17.7M Sell
134,765
-1,814
-1% -$244K 2.11% 14
2015
Q3 		$18.9M Sell
136,579
-2,725
-2% -$402K 2.51% 14
2015
Q2 		$21.7M Sell
139,304
-96
-0.1% -$15.4K 2.64% 12
2015
Q1 		$21.4M Buy
139,400
+6,283
+5% +$953K 2.57% 13
2014
Q4 		$20.4M Buy
133,117
+1,412
+1% +$225K 2.44% 12
2014
Q3 		$23.9M Buy
131,705
+3,037
+2% +$553K 2.95% 8
2014
Q2 		$22.3M Sell
128,668
-225
-0.2% -$40.5K 2.72% 11
2014
Q1 		$23.7M Sell
128,893
-40,113
-24% -$7.06M 2.93% 9
2013
Q4 		$30.3M Buy
+169,006
New +$29.1M 3.28% 9
2013
Q2 		$33.9M Buy
+185,718
New +$36.2M 4.04% 7

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Oak Associates's IBM Position: Q3 2025 in Review

Oak Associates sold out of IBM (IBM) in Q3 2025, closing a stake of 1,560 shares — an estimated $460K sold.

Oak Associates first reported a position in IBM in Q2 2013 and held it in 48 quarters. The position peaked at $33.9M in Q2 2013. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Oak Associates reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Oak Associates sold 1,560 IBM shares in Q3 2025, an estimated $460K.
  • Oak Associates first reported a position in IBM in Q2 2013 and held it in 48 quarters.
  • Oak Associates's IBM position peaked at $33.9M in Q2 2013.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Oak Associates's 13F filing for Q3 2025, filed 12 Nov 2025.