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Oakworth Capital’s IBM IBM Stock Holding History

Oakworth 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 		$1.09M Buy
3,848
+305
+9% +$76.8K 0.05% 96
2026
Q1 		$859K Buy
3,543
+594
+20% +$161K 0.05% 105
2025
Q4 		$874K Buy
2,949
+284
+11% +$85.1K 0.05% 99
2025
Q3 		$752K Hold
2,665
– – 0.04% 107
2025
Q2 		$786K Hold
2,665
– – 0.05% 99
2025
Q1 		$663K Buy
2,665
+370
+16% +$90.5K 0.05% 106
2024
Q4 		$505K Buy
2,295
+1
+0% +$223 0.03% 125
2024
Q3 		$507K Buy
2,294
+544
+31% +$107K 0.04% 122
2024
Q2 		$303K Hold
1,750
– – 0.02% 155
2024
Q1 		$334K Sell
1,750
-3
-0.2% -$547 0.03% 154
2023
Q4 		$287K Sell
1,753
-625
-26% -$94.4K 0.02% 157
2023
Q3 		$334K Sell
2,378
-2
-0.1% -$285 0.03% 130
2023
Q2 		$318K Buy
2,380
+30
+1% +$3.87K 0.03% 136
2023
Q1 		$308K Sell
2,350
-50
-2% -$6.69K 0.03% 135
2022
Q4 		$338K Sell
2,400
-279
-10% -$38.5K 0.03% 121
2022
Q3 		$319K Sell
2,679
-23
-0.9% -$3.02K 0.04% 124
2022
Q2 		$382K Sell
2,702
-10
-0.4% -$1.35K 0.04% 116
2022
Q1 		$352K Sell
2,712
-230
-8% -$30K 0.03% 135
2021
Q4 		$393K Sell
2,942
-21
-0.7% -$2.63K 0.03% 128
2021
Q3 		$393K Buy
2,963
+52
+2% +$6.95K 0.04% 119
2021
Q2 		$408K Sell
2,911
-105
-3% -$14.4K 0.04% 118
2021
Q1 		$384K Buy
3,016
+746
+33% +$89.3K 0.04% 123
2020
Q4 		$273K Buy
2,270
+521
+30% +$60.2K 0.04% 133
2020
Q3 		$204K Hold
1,749
– – 0.03% 147
2020
Q2 		$202K Hold
1,749
– – 0.04% 142
2020
Q1 		$185K Hold
1,749
– – 0.04% 138
2019
Q4 		$226K Hold
1,749
– – 0.04% 148
2019
Q3 		$243K Sell
1,749
-418
-19% -$56.4K 0.05% 136
2019
Q2 		$286K Buy
2,167
+8
+0.4% +$1.05K 0.05% 136
2019
Q1 		$291K Sell
2,159
-254
-11% -$32.4K 0.06% 130
2018
Q4 		$262K Sell
2,413
-730
-23% -$87.6K 0.06% 130
2018
Q3 		$454K Sell
3,143
-1,035
-25% -$145K 0.09% 99
2018
Q2 		$558K Sell
4,178
-209
-5% -$29.1K 0.12% 78
2018
Q1 		$608K Buy
4,387
+575
+15% +$87K 0.15% 63
2017
Q4 		$561K Sell
3,812
-2,744
-42% -$399K 0.13% 74
2017
Q3 		$896K Hold
6,556
– – 0.23% 46
2017
Q2 		$964K Sell
6,556
-47
-0.7% -$7.09K 0.26% 42
2017
Q1 		$1.1M Sell
6,603
-649
-9% -$109K 0.32% 40
2016
Q4 		$1.13M Buy
7,252
+153
+2% +$23.3K 0.37% 39
2016
Q3 		$1.08M Sell
7,099
-1,588
-18% -$241K 0.37% 38
2016
Q2 		$1.28M Buy
8,687
+502
+6% +$71.9K 0.48% 32
2016
Q1 		$1.18M Buy
8,185
+206
+3% +$26.3K 0.47% 33
2015
Q4 		$1.05M Buy
7,979
+6,338
+386% +$851K 0.44% 37
2015
Q3 		$228K Hold
1,641
– – 0.12% 72
2015
Q2 		$254K Sell
1,641
-131
-7% -$21.1K 0.12% 70
2015
Q1 		$290K Buy
1,772
+36
+2% +$5.46K 0.13% 80
2014
Q4 		$267K Hold
1,736
– – 0.14% 81
2014
Q3 		$319K Sell
1,736
-105
-6% -$19.1K 0.19% 50
2014
Q2 		$319K Hold
1,841
– – 0.19% 53
2014
Q1 		$339K Buy
1,841
+105
+6% +$18.5K 0.22% 49
2013
Q4 		$311K Buy
+1,736
New +$299K 0.22% 40

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Oakworth Capital's IBM Position: Q2 2026 in Review

Oakworth Capital increased its IBM (IBM) stake by 8.6% in Q2 2026, buying an estimated $76.8K and bringing the position to 3,848 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #96.

Oakworth Capital first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.28M in Q2 2016. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Oakworth Capital held 3,848 shares of IBM worth $1.09M as of Q2 2026.
  • Oakworth Capital bought 305 IBM shares in Q2 2026, an estimated $76.8K.
  • IBM made up 0.05% of Oakworth Capital's portfolio in Q2 2026, its #96 holding.
  • Oakworth Capital first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Oakworth Capital's IBM position peaked at $1.28M in Q2 2016.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.