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Oak Harbor Wealth Partners’s IBM IBM Stock Holding History

Oak Harbor Wealth Partners’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 		$815K Sell
3,364
-115
-3% -$31.1K 0.19% 107
2025
Q4 		$1.03M Sell
3,479
-56
-2% -$16.8K 0.25% 88
2025
Q3 		$997K Sell
3,535
-154
-4% -$40.3K 0.25% 90
2025
Q2 		$1.09M Buy
3,689
+210
+6% +$54.1K 0.29% 72
2025
Q1 		$865K Buy
3,479
+264
+8% +$64.6K 0.25% 86
2024
Q4 		$707K Sell
3,215
-425
-12% -$94.7K 0.21% 100
2024
Q3 		$805K Buy
3,640
+4
+0.1% +$784 0.23% 97
2024
Q2 		$629K Sell
3,636
-344
-9% -$59.8K 0.2% 105
2024
Q1 		$760K Buy
3,980
+3
+0.1% +$547 0.24% 87
2023
Q4 		$650K Sell
3,977
-11,995
-75% -$1.81M 0.22% 98
2023
Q3 		$2.24M Sell
15,972
-246
-2% -$35K 0.79% 36
2023
Q2 		$2.17M Buy
16,218
+10
+0.1% +$1.29K 0.74% 39
2023
Q1 		$2.12M Buy
16,208
+5
+0% +$669 0.77% 39
2022
Q4 		$2.28M Buy
16,203
+5
+0% +$690 0.87% 35
2022
Q3 		$1.93M Buy
16,198
+55
+0.3% +$7.22K 0.75% 39
2022
Q2 		$2.28M Sell
16,143
-72
-0.4% -$9.72K 0.91% 36
2022
Q1 		$2.11M Buy
16,215
+3
+0% +$391 0.69% 39
2021
Q4 		$2.17M Buy
+16,212
New +$2.03M 0.74% 37

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 Harbor Wealth Partners's IBM Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its IBM (IBM) stake by 3.3% in Q1 2026, selling an estimated $31.1K and leaving 3,364 shares worth $815K. The position accounts for 0.19% of the portfolio, ranked #107.

Oak Harbor Wealth Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q4 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oak Harbor Wealth Partners held 3,364 shares of IBM worth $815K as of Q1 2026.
  • Oak Harbor Wealth Partners sold 115 IBM shares in Q1 2026, an estimated $31.1K.
  • IBM made up 0.19% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Oak Harbor Wealth Partners first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's IBM position peaked at $2.28M in Q4 2022.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.