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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
Q2 		$29.4M Buy
104,720
+52,020
+99% +$13.1M 1.4% 14
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
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 $3.37T AUM 44.26% 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

Oak Grove Capital's IBM Position: Q2 2026 in Review

Oak Grove Capital increased its IBM (IBM) stake by 99% in Q2 2026, buying an estimated $13.1M and bringing the position to 104,720 shares worth $29.4M. The position accounts for 1.4% of the portfolio, ranked #14.

Oak Grove Capital first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Oak Grove Capital held 104,720 shares of IBM worth $29.4M as of Q2 2026.
  • Oak Grove Capital bought 52,020 IBM shares in Q2 2026, an estimated $13.1M.
  • IBM made up 1.4% of Oak Grove Capital's portfolio in Q2 2026, its #14 holding.
  • Oak Grove Capital first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.