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Oak Harvest Investment Services’s IBM IBM Stock Holding History

Oak Harvest Investment Services’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 		$5.68M Buy
20,195
+1,084
+6% +$273K 0.53% 68
2026
Q1 		$4.63M Buy
19,111
+2,791
+17% +$755K 0.48% 67
2025
Q4 		$4.83M Buy
16,320
+2,119
+15% +$635K 0.53% 66
2025
Q3 		$4.01M Buy
+14,201
New +$3.72M 0.47% 67

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's IBM Position: Q2 2026 in Review

Oak Harvest Investment Services increased its IBM (IBM) stake by 5.7% in Q2 2026, buying an estimated $273K and bringing the position to 20,195 shares worth $5.68M. The position accounts for 0.53% of the portfolio, ranked #68.

Oak Harvest Investment Services first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 1,282 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Oak Harvest Investment Services held 20,195 shares of IBM worth $5.68M as of Q2 2026.
  • Oak Harvest Investment Services bought 1,084 IBM shares in Q2 2026, an estimated $273K.
  • IBM made up 0.53% of Oak Harvest Investment Services's portfolio in Q2 2026, its #68 holding.
  • Oak Harvest Investment Services first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 1,282 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.