Oldfather Financial Services’s IBM IBM Stock Holding History

Oldfather Financial Services’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
2025 Q4	$1.16M	Buy	3,925 +298	+8%	+$89.2K	0.35%	36
2025 Q3	$1.02M	Buy	3,627 +36	+1%	+$9.42K	0.32%	37
2025 Q2	$1.06M	Buy	3,591 +4	+0.1%	+$1.03K	0.36%	35
2025 Q1	$892K	Hold	3,587	–	–	0.34%	35
2024 Q4	$789K	Hold	3,587	–	–	0.3%	36
2024 Q3	$793K	Buy	3,587 +20	+0.6%	+$3.92K	0.31%	35
2024 Q2	$617K	Hold	3,567	–	–	0.25%	38
2024 Q1	$681K	Hold	3,567	–	–	0.28%	35
2023 Q4	$583K	Hold	3,567	–	–	0.26%	38
2023 Q3	$500K	Hold	3,567	–	–	0.25%	37
2023 Q2	$477K	Hold	3,567	–	–	0.23%	42
2023 Q1	$468K	Buy	3,567 +2,000	+128%	+$268K	0.24%	44
2022 Q4	$221K	Buy	+1,567	New	+$216K	0.13%	58
2022 Q3	–	Sell	-1,567	Closed	-$202K	–	60
2022 Q2	$202K	Hold	1,567	–	–	0.12%	62
2022 Q1	$213K	Hold	1,567	–	–	0.12%	62
2021 Q4	$202K	Buy	+1,567	New	+$197K	0.11%	63
2021 Q3	–	Sell	-1,639	Closed	-$222K	–	65
2021 Q2	$222K	Hold	1,639	–	–	0.12%	54
2021 Q1	$212K	Buy	+1,639	New	+$196K	0.12%	60
2020 Q1	–	Sell	-1,600	Closed	-$211K	–	59
2019 Q4	$211K	Buy	+1,600	New	+$208K	0.2%	57

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Oldfather Financial Services's IBM Position: Q4 2025 in Review

Oldfather Financial Services increased its IBM (IBM) stake by 8.2% in Q4 2025, buying an estimated $89.2K and bringing the position to 3,925 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #36.

Oldfather Financial Services first reported a position in IBM in Q4 2019 and has held it in 19 quarters since. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Oldfather Financial Services held 3,925 shares of IBM worth $1.16M as of Q4 2025.
Oldfather Financial Services bought 298 IBM shares in Q4 2025, an estimated $89.2K.
IBM made up 0.35% of Oldfather Financial Services's portfolio in Q4 2025, its #36 holding.
Oldfather Financial Services first reported a position in IBM in Q4 2019 and has held it in 19 quarters since.
3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.