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Occudo Quantitative Strategies’s IBM IBM Stock Holding History

Occudo Quantitative Strategies’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
-912
Closed -$270K – 833
2025
Q4 		$270K Buy
+912
New +$273K 0.02% 522
2024
Q3 		– Sell
-5,997
Closed -$1.04M – 847
2024
Q2 		$1.04M Buy
+5,997
New +$1.04M 0.18% 154
2021
Q2 		– Sell
-2,307
Closed -$294K – 959
2021
Q1 		$294K Sell
2,307
-1,221
-35% -$146K 0.06% 498
2020
Q4 		$425K Buy
+3,528
New +$408K 0.13% 294

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

Occudo Quantitative Strategies's IBM Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of IBM (IBM) in Q1 2026, closing a stake of 912 shares — an estimated $270K sold.

Occudo Quantitative Strategies first reported a position in IBM in Q4 2020 and held it in 4 quarters. The position peaked at $1.04M in Q2 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 912 IBM shares in Q1 2026, an estimated $270K.
  • Occudo Quantitative Strategies first reported a position in IBM in Q4 2020 and held it in 4 quarters.
  • Occudo Quantitative Strategies's IBM position peaked at $1.04M in Q2 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.