Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s IBM IBM Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$528K Buy
2,401
+211
+10% +$50.1K 0.02% 170
2026
Q2 		$616K Sell
2,190
-429
-16% -$108K 0.03% 160
2026
Q1 		$635K Sell
2,619
-1,046
-29% -$283K 0.03% 149
2025
Q4 		$1.09M Buy
3,665
+187
+5% +$56K 0.05% 107
2025
Q3 		$981K Buy
3,478
+175
+5% +$45.8K 0.05% 110
2025
Q2 		$974K Buy
3,303
+895
+37% +$231K 0.05% 110
2025
Q1 		$599K Buy
2,408
+886
+58% +$217K 0.03% 134
2024
Q4 		$335K Buy
1,522
+446
+41% +$99.3K 0.02% 192
2024
Q3 		$238K Buy
+1,076
New +$211K 0.01% 226
2021
Q4 		– Sell
-1,707
Closed -$227K – 236
2021
Q3 		$227K Buy
+1,707
New +$228K 0.01% 196
2016
Q2 		– Sell
-4,392
Closed -$636K – 131
2016
Q1 		$636K Buy
4,392
+673
+18% +$86K 0.06% 63
2015
Q4 		$489K Sell
3,719
-983
-21% -$132K 0.04% 73
2015
Q3 		$652K Buy
4,702
+209
+5% +$30.9K 0.07% 60
2015
Q2 		$699K Buy
4,493
+673
+18% +$108K 0.06% 70
2015
Q1 		$586K Sell
3,820
-843
-18% -$128K 0.05% 85
2014
Q4 		$715K Buy
+4,663
New +$742K 0.06% 83
2014
Q1 		– Sell
-3,631
Closed -$651K – 64
2013
Q4 		$651K Hold
3,631
– – 0.17% 39
2013
Q3 		$643K Buy
3,631
+74
+2% +$13.4K 0.18% 39
2013
Q2 		$650K Buy
+3,557
New +$693K 0.18% 38

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Obermeyer Wealth Partners's IBM Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its IBM (IBM) stake by 9.6% in Q3 2026, buying an estimated $50.1K and bringing the position to 2,401 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #170.

Obermeyer Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.09M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Obermeyer Wealth Partners held 2,401 shares of IBM worth $528K as of Q3 2026.
  • Obermeyer Wealth Partners bought 211 IBM shares in Q3 2026, an estimated $50.1K.
  • IBM made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #170 holding.
  • Obermeyer Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 19 quarters since.
  • Obermeyer Wealth Partners's IBM position peaked at $1.09M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.