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Oarsman Capital’s IBM IBM Stock Holding History

Oarsman 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
Q1 		$3.41M Buy
14,076
+216
+2% +$58.4K 0.42% 40
2025
Q4 		$4.11M Buy
13,860
+245
+2% +$73.4K 0.53% 33
2025
Q3 		$3.84M Buy
13,615
+318
+2% +$83.2K 0.54% 32
2025
Q2 		$3.92M Sell
13,297
-545
-4% -$140K 0.61% 27
2025
Q1 		$3.44M Buy
13,842
+3,387
+32% +$828K 0.62% 29
2024
Q4 		$2.3M Buy
10,455
+556
+6% +$124K 0.4% 48
2024
Q3 		$2.19M Buy
9,899
+2,936
+42% +$576K 0.4% 54
2024
Q2 		$1.2M Buy
6,963
+3,250
+88% +$565K 0.26% 81
2024
Q1 		$709K Buy
3,713
+1,136
+44% +$207K 0.17% 104
2023
Q4 		$421K Buy
2,577
+321
+14% +$48.5K 0.11% 137
2023
Q3 		$317K Buy
2,256
+38
+2% +$5.41K 0.13% 133
2023
Q2 		$297K Sell
2,218
-189
-8% -$24.4K 0.13% 131
2023
Q1 		$316K Buy
2,407
+59
+3% +$7.89K 0.15% 125
2022
Q4 		$331K Buy
2,348
+25
+1% +$3.45K 0.17% 117
2022
Q3 		$276K Buy
2,323
+270
+13% +$35.4K 0.15% 134
2022
Q2 		$290K Buy
2,053
+398
+24% +$53.7K 0.14% 137
2022
Q1 		$215K Buy
1,655
+8
+0.5% +$1.04K 0.08% 176
2021
Q4 		$220K Sell
1,647
-52
-3% -$6.52K 0.09% 168
2021
Q3 		$226K Sell
1,699
-69
-4% -$9.22K 0.09% 173
2021
Q2 		$248K Buy
1,768
+69
+4% +$9.44K 0.1% 165
2021
Q1 		$216K Sell
1,699
-132
-7% -$15.8K 0.09% 174
2020
Q4 		$220K Sell
1,831
-13
-0.7% -$1.5K 0.09% 166
2020
Q3 		$215K Sell
1,844
-150
-8% -$17.7K 0.1% 156
2020
Q2 		$230K Sell
1,994
-189
-9% -$22K 0.11% 144
2020
Q1 		$232K Sell
2,183
-1,710
-44% -$216K 0.21% 97
2019
Q4 		$499K Sell
3,893
-799
-17% -$104K 0.23% 104
2019
Q3 		$652K Sell
4,692
-130
-3% -$17.5K 0.31% 85
2019
Q2 		$636K Sell
4,822
-256
-5% -$33.6K 0.29% 88
2019
Q1 		$685K Sell
5,078
-393
-7% -$50.1K 0.33% 86
2018
Q4 		$594K Sell
5,471
-606
-10% -$72.7K 0.3% 94
2018
Q3 		$879K Sell
6,077
-461
-7% -$64.4K 0.35% 85
2018
Q2 		$873K Sell
6,538
-172
-3% -$24K 0.4% 80
2018
Q1 		$984K Buy
6,710
+65
+1% +$9.83K 0.45% 74
2017
Q4 		$975K Buy
6,645
+9
+0.1% +$1.31K 0.42% 77
2017
Q3 		$920K Sell
6,636
-104
-2% -$14.5K 0.39% 79
2017
Q2 		$991K Sell
6,740
-288
-4% -$43.4K 0.45% 74
2017
Q1 		$1.17M Buy
7,028
+2,666
+61% +$447K 0.54% 62
2016
Q4 		$692K Sell
4,362
-2,853
-40% -$435K 0.45% 75
2016
Q3 		$1.1M Buy
7,215
+29
+0.4% +$4.4K 0.56% 64
2016
Q2 		$1.04M Buy
7,186
+258
+4% +$36.9K 0.54% 67
2016
Q1 		$1M Buy
6,928
+310
+5% +$39.6K 0.53% 69
2015
Q4 		$871K Sell
6,618
-559
-8% -$75.1K 0.49% 73
2015
Q3 		$995K Sell
7,177
-3
-0% -$443 0.59% 63
2015
Q2 		$1.12M Sell
7,180
-4
-0.1% -$643 0.76% 44
2015
Q1 		$1.1M Buy
7,184
+99
+1% +$15K 0.76% 44
2014
Q4 		$1.09M Sell
7,085
-2,494
-26% -$397K 0.78% 44
2014
Q3 		$1.74M Buy
9,579
+611
+7% +$111K 1.28% 18
2014
Q2 		$1.55M Buy
8,968
+465
+5% +$83.7K 1.13% 24
2014
Q1 		$1.56M Buy
8,503
+639
+8% +$113K 1.21% 19
2013
Q4 		$1.41M Buy
7,864
+179
+2% +$30.9K 1.13% 24
2013
Q3 		$1.36M Buy
7,685
+319
+4% +$58K 1.19% 21
2013
Q2 		$1.35M Buy
+7,366
New +$1.43M 1.27% 20

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

Oarsman Capital's IBM Position: Q1 2026 in Review

Oarsman Capital increased its IBM (IBM) stake by 1.6% in Q1 2026, buying an estimated $58.4K and bringing the position to 14,076 shares worth $3.41M. The position accounts for 0.42% of the portfolio, ranked #40.

Oarsman Capital first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.11M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oarsman Capital held 14,076 shares of IBM worth $3.41M as of Q1 2026.
  • Oarsman Capital bought 216 IBM shares in Q1 2026, an estimated $58.4K.
  • IBM made up 0.42% of Oarsman Capital's portfolio in Q1 2026, its #40 holding.
  • Oarsman Capital first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Oarsman Capital's IBM position peaked at $4.11M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.