Ogorek Anthony Joseph’s IBM IBM Stock Holding History

Ogorek Anthony Joseph’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	$118K	Sell	489 -5	-1%	-$1.35K	0.03%	100
2025 Q4	$146K	Sell	494 -56	-10%	-$16.8K	0.04%	83
2025 Q3	$155K	Sell	550 -101	-16%	-$26.4K	0.04%	82
2025 Q2	$192K	Sell	651 -19	-3%	-$4.89K	0.06%	69
2025 Q1	$166K	Buy	670 +288	+75%	+$70.4K	0.05%	74
2024 Q4	$84K	Sell	382 -8	-2%	-$1.78K	0.03%	88
2024 Q3	$86K	Sell	390 -9	-2%	-$1.76K	0.03%	83
2024 Q2	$69K	Sell	399 -138	-26%	-$24K	0.02%	88
2024 Q1	$102K	Sell	537 -42	-7%	-$7.66K	0.04%	71
2023 Q4	$94K	Sell	579 -19,790	-97%	-$2.99M	0.03%	73
2023 Q3	$2.86M	Buy	20,369 +8	+0%	+$1.14K	1.13%	29
2023 Q2	$2.72M	Sell	20,361 -1,139	-5%	-$147K	1.04%	29
2023 Q1	$2.82M	Sell	21,500 -1,045	-5%	-$140K	1.15%	26
2022 Q4	$3.18M	Sell	22,545 -40	-0.2%	-$5.52K	1.38%	23
2022 Q3	$2.68M	Buy	22,585 +304	+1%	+$39.9K	1.27%	20
2022 Q2	$3.15M	Buy	22,281 +3,697	+20%	+$499K	1.45%	17
2022 Q1	$2.42M	Buy	18,584 +6,111	+49%	+$797K	0.99%	28
2021 Q4	$1.67M	Buy	12,473 +11,464	+1,136%	+$1.44M	0.71%	25
2021 Q3	$134K	Hold	1,009	–	–	0.06%	58
2021 Q2	$141K	Hold	1,009	–	–	0.06%	59
2021 Q1	$128K	Hold	1,009	–	–	0.06%	54
2020 Q4	$121K	Hold	1,009	–	–	0.06%	43
2020 Q3	$117K	Sell	1,009 -15	-1%	-$1.77K	0.07%	41
2020 Q2	$118K	Hold	1,024	–	–	0.08%	31
2020 Q1	$108K	Buy	1,024 +15	+1%	+$1.9K	0.06%	30
2019 Q4	$129K	Hold	1,009	–	–	0.06%	32
2019 Q3	$140K	Hold	1,009	–	–	0.08%	27
2019 Q2	$133K	Hold	1,009	–	–	0.09%	27
2019 Q1	$136K	Hold	1,009	–	–	0.09%	25
2018 Q4	$109K	Hold	1,009	–	–	0.09%	25
2018 Q3	$145K	Hold	1,009	–	–	0.11%	26
2018 Q2	$134K	Hold	1,009	–	–	0.1%	26
2018 Q1	$148K	Hold	1,009	–	–	0.13%	22
2017 Q4	$148K	Sell	1,009 -33	-3%	-$4.8K	0.12%	19
2017 Q3	$144K	Hold	1,042	–	–	0.14%	18
2017 Q2	$153K	Hold	1,042	–	–	0.14%	19
2017 Q1	$173K	Hold	1,042	–	–	0.18%	15
2016 Q4	$158K	Hold	1,042	–	–	0.14%	18
2016 Q3	$158K	Hold	1,042	–	–	0.14%	18
2016 Q2	$151K	Hold	1,042	–	–	0.14%	18
2016 Q1	$151K	Sell	1,042 -193	-16%	-$24.7K	0.12%	19
2015 Q4	$163K	Hold	1,235	–	–	0.14%	22
2015 Q3	$171K	Sell	1,235 -62	-5%	-$9.15K	0.14%	18
2015 Q2	$202K	Buy	1,297 +62	+5%	+$9.96K	0.15%	18
2015 Q1	$190K	Sell	1,235 -273	-18%	-$41.4K	0.13%	18
2014 Q4	$231K	Buy	+1,508	New	+$240K	0.17%	18

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ogorek Anthony Joseph's IBM Position: Q1 2026 in Review

Ogorek Anthony Joseph reduced its IBM (IBM) stake by 1% in Q1 2026, selling an estimated $1.35K and leaving 489 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #100.

Ogorek Anthony Joseph first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.18M in Q4 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Ogorek Anthony Joseph held 489 shares of IBM worth $118K as of Q1 2026.
Ogorek Anthony Joseph sold 5 IBM shares in Q1 2026, an estimated $1.35K.
IBM made up 0.03% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #100 holding.
Ogorek Anthony Joseph first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
Ogorek Anthony Joseph's IBM position peaked at $3.18M in Q4 2022.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.