Oak Grove Capital’s IBM IBM Stock Holding History

Oak Grove Capital’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	$12.8M	Buy	52,700 +9,150	+21%	+$2.48M	1.08%	20
2025 Q4	$12.9M	Buy	43,550 +5,150	+13%	+$1.54M	1.53%	21
2025 Q3	$10.8M	Sell	38,400 -6,800	-15%	-$1.78M	1.53%	20
2025 Q2	$13.3M	Sell	45,200 -18,360	-29%	-$4.73M	2.18%	18
2025 Q1	$15.8M	Sell	63,560 -12,550	-16%	-$3.07M	3.29%	10
2024 Q4	$16.7M	Sell	76,110 -1,870	-2%	-$416K	2.5%	11
2024 Q3	$17.2M	Sell	77,980 -6,635	-8%	-$1.3M	2.82%	10
2024 Q2	$14.6M	Buy	84,615 +15,225	+22%	+$2.65M	2.66%	10
2024 Q1	$13.3M	Buy	69,390 +26,905	+63%	+$4.91M	2.68%	10
2023 Q4	$6.95M	Buy	42,485 +15,875	+60%	+$2.4M	1.85%	17
2023 Q3	$3.73M	Buy	26,610 +2,550	+11%	+$363K	1.3%	19
2023 Q2	$3.22M	Buy	+24,060	New	+$3.11M	1.1%	22

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Grove Capital's IBM Position: Q1 2026 in Review

Oak Grove Capital increased its IBM (IBM) stake by 21% in Q1 2026, buying an estimated $2.48M and bringing the position to 52,700 shares worth $12.8M. The position accounts for 1.08% of the portfolio, ranked #20.

Oak Grove Capital first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q3 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Oak Grove Capital held 52,700 shares of IBM worth $12.8M as of Q1 2026.
Oak Grove Capital bought 9,150 IBM shares in Q1 2026, an estimated $2.48M.
IBM made up 1.08% of Oak Grove Capital's portfolio in Q1 2026, its #20 holding.
Oak Grove Capital first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
Oak Grove Capital's IBM position peaked at $17.2M in Q3 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.