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Oak Thistle LLC’s IBM IBM Stock Holding History

Oak Thistle LLC’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 		– Sell
-2,897
Closed -$858K – 548
2025
Q4 		$858K Buy
+2,897
New +$868K 0.12% 348
2024
Q2 		– Sell
-1,644
Closed -$314K – 367
2024
Q1 		$314K Sell
1,644
-1,668
-50% -$304K 0.28% 161
2023
Q4 		$542K Buy
+3,312
New +$500K 0.16% 271
2023
Q3 		– Sell
-1,732
Closed -$232K – 520
2023
Q2 		$232K Buy
+1,732
New +$224K 0.12% 300

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 Thistle LLC's IBM Position: Q1 2026 in Review

Oak Thistle LLC sold out of IBM (IBM) in Q1 2026, closing a stake of 2,897 shares — an estimated $858K sold.

Oak Thistle LLC first reported a position in IBM in Q2 2023 and held it in 4 quarters. The position peaked at $858K in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oak Thistle LLC reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 2,897 IBM shares in Q1 2026, an estimated $858K.
  • Oak Thistle LLC first reported a position in IBM in Q2 2023 and held it in 4 quarters.
  • Oak Thistle LLC's IBM position peaked at $858K in Q4 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oak Thistle LLC's 13F filing for Q1 2026, filed 13 Apr 2026.