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O'Brien Greene & Co’s IBM IBM Stock Holding History

O'Brien Greene & Co’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 		– Sell
-700
Closed -$207K – 139
2025
Q4 		$207K Buy
+700
New +$210K 0.06% 129
2025
Q3 		– Sell
-744
Closed -$219K – 138
2025
Q2 		$219K Buy
+744
New +$192K 0.07% 121
2020
Q4 		– Sell
-1,806
Closed -$211K – 122
2020
Q3 		$211K Buy
1,806
+1
+0.1% +$118 0.1% 97
2020
Q2 		$208K Buy
+1,805
New +$210K 0.11% 96
2020
Q1 		– Sell
-1,727
Closed -$221K – 106
2019
Q4 		$221K Sell
1,727
-1,004
-37% -$130K 0.11% 98
2019
Q3 		$380K Buy
2,731
+879
+47% +$119K 0.2% 84
2019
Q2 		$244K Hold
1,852
– – 0.13% 98
2019
Q1 		$250K Buy
+1,852
New +$236K 0.13% 97

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

O'Brien Greene & Co's IBM Position: Q1 2026 in Review

O'Brien Greene & Co sold out of IBM (IBM) in Q1 2026, closing a stake of 700 shares — an estimated $207K sold.

O'Brien Greene & Co first reported a position in IBM in Q1 2019 and held it in 8 quarters. The position peaked at $380K in Q3 2019. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • O'Brien Greene & Co reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • O'Brien Greene & Co sold 700 IBM shares in Q1 2026, an estimated $207K.
  • O'Brien Greene & Co first reported a position in IBM in Q1 2019 and held it in 8 quarters.
  • O'Brien Greene & Co's IBM position peaked at $380K in Q3 2019.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on O'Brien Greene & Co's 13F filing for Q1 2026, filed 6 May 2026.