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O'Connor Financial Group’s IBM IBM Stock Holding History

O'Connor Financial Group’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 		$245K Buy
870
+30
+4% +$7.56K 0.09% 59
2026
Q1 		$204K Sell
840
-3
-0.4% -$812 0.08% 57
2025
Q4 		$247K Buy
843
+9
+1% +$2.69K 0.1% 57
2025
Q3 		$235K Sell
834
-2
-0.2% -$524 0.1% 57
2025
Q2 		$244K Buy
836
+15
+2% +$3.87K 0.11% 57
2025
Q1 		$204K Buy
+821
New +$201K 0.11% 55

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

O'Connor Financial Group's IBM Position: Q2 2026 in Review

O'Connor Financial Group increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $7.56K and bringing the position to 870 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #59.

O'Connor Financial Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • O'Connor Financial Group held 870 shares of IBM worth $245K as of Q2 2026.
  • O'Connor Financial Group bought 30 IBM shares in Q2 2026, an estimated $7.56K.
  • IBM made up 0.09% of O'Connor Financial Group's portfolio in Q2 2026, its #59 holding.
  • O'Connor Financial Group first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • O'Connor Financial Group's IBM position peaked at $247K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.