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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Obermeyer Wealth Partners's IBM Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $108K and leaving 2,190 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #160.

Obermeyer Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Obermeyer Wealth Partners held 2,190 shares of IBM worth $616K as of Q2 2026.
  • Obermeyer Wealth Partners sold 429 IBM shares in Q2 2026, an estimated $108K.
  • IBM made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Obermeyer Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
  • Obermeyer Wealth Partners's IBM position peaked at $1.09M in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.