OFA
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Oak Family Advisors’s IBM IBM Stock Holding History

Oak Family Advisors’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 		$291K Buy
+1,200
New +$325K 0.08% 95

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

Oak Family Advisors's IBM Position: Q1 2026 in Review

Oak Family Advisors opened a new position in IBM (IBM) in Q1 2026: 1,200 shares worth $291K. The stake represents 0.08% of the portfolio and ranks #95 among its holdings.

3,461 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oak Family Advisors held 1,200 shares of IBM worth $291K as of Q1 2026.
  • IBM was a new Oak Family Advisors position in Q1 2026.
  • IBM made up 0.08% of Oak Family Advisors's portfolio in Q1 2026, its #95 holding.
  • 3,461 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.