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Oath Planning’s IBM IBM Stock Holding History

Oath Planning’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 		$686K Buy
2,440
+38
+2% +$9.57K 0.51% 30
2026
Q1 		$582K Buy
2,402
+14
+0.6% +$3.79K 0.52% 29
2025
Q4 		$707K Buy
+2,388
New +$715K 0.7% 26

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Oath Planning's IBM Position: Q2 2026 in Review

Oath Planning increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $9.57K and bringing the position to 2,440 shares worth $686K. The position accounts for 0.51% of the portfolio, ranked #30.

Oath Planning first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $707K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Oath Planning held 2,440 shares of IBM worth $686K as of Q2 2026.
  • Oath Planning bought 38 IBM shares in Q2 2026, an estimated $9.57K.
  • IBM made up 0.51% of Oath Planning's portfolio in Q2 2026, its #30 holding.
  • Oath Planning first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Oath Planning's IBM position peaked at $707K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.