OmniStar Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.33M | Buy |
8,288
+731
| +10% | +$184K | 1.07% | 30 |
|
|
2026
Q1 | $1.83M | Buy |
7,557
+6,837
| +950% | +$1.85M | 0.95% | 33 |
|
|
2025
Q4 | $213K | Buy |
720
+3
| +0.4% | +$898 | 0.13% | 98 |
|
|
2025
Q3 | $203K | Sell |
717
-179
| -20% | -$46.9K | 0.12% | 113 |
|
|
2025
Q2 | $264K | Sell |
896
-151
| -14% | -$38.9K | 0.2% | 102 |
|
|
2025
Q1 | $262K | Sell |
1,047
-3,909
| -79% | -$956K | 0.21% | 103 |
|
|
2024
Q4 | $1.09M | Buy |
4,956
+621
| +14% | +$138K | 0.88% | 31 |
|
|
2024
Q3 | $965K | Buy |
4,335
+236
| +6% | +$46.3K | 0.72% | 35 |
|
|
2024
Q2 | $709K | Buy |
4,099
+466
| +13% | +$81K | 0.64% | 51 |
|
|
2024
Q1 | $694K | Sell |
3,633
-6,045
| -62% | -$1.1M | 0.64% | 59 |
|
|
2023
Q4 | $1.58M | Sell |
9,678
-129
| -1% | -$19.5K | 1.99% | 9 |
|
|
2023
Q3 | $1.38M | Buy |
9,807
+167
| +2% | +$23.8K | 1.64% | 12 |
|
|
2023
Q2 | $1.29M | Buy |
9,640
+82
| +0.9% | +$10.6K | 1.52% | 16 |
|
|
2023
Q1 | $1.25M | Sell |
9,558
-842
| -8% | -$113K | 1.59% | 17 |
|
|
2022
Q4 | $1.47M | Buy |
10,400
+131
| +1% | +$18.1K | 1.67% | 12 |
|
|
2022
Q3 | $1.22M | Buy |
10,269
+1,564
| +18% | +$205K | 1.45% | 17 |
|
|
2022
Q2 | $1.23M | Sell |
8,705
-20
| -0.2% | -$2.7K | 1.36% | 22 |
|
|
2022
Q1 | $1.13M | Buy |
8,725
+1,386
| +19% | +$181K | 1.13% | 30 |
|
|
2021
Q4 | $981K | Sell |
7,339
-709
| -9% | -$88.9K | 1% | 30 |
|
|
2021
Q3 | $1.07M | Buy |
+8,048
| New | +$1.08M | 1.26% | 23 |
|
|
2021
Q2 | – | Sell |
-5,898
| Closed | -$807K | – | 135 |
|
|
2021
Q1 | $752K | Sell |
5,898
-4,055
| -41% | -$485K | 0.96% | 39 |
|
|
2020
Q4 | $1.2M | Sell |
9,953
-1,493
| -13% | -$173K | 0.84% | 44 |
|
|
2020
Q3 | $1.33M | Buy |
11,446
+6,327
| +124% | +$745K | 1% | 33 |
|
|
2020
Q2 | $591K | Sell |
5,119
-11,031
| -68% | -$1.28M | 0.49% | 66 |
|
|
2020
Q1 | $1.71M | Buy |
16,150
+488
| +3% | +$61.7K | 1.69% | 16 |
|
|
2019
Q4 | $2.01M | Sell |
15,662
-1,020
| -6% | -$133K | 1.69% | 16 |
|
|
2019
Q3 | $2.32M | Buy |
16,682
+897
| +6% | +$121K | 2.03% | 11 |
|
|
2019
Q2 | $2.08M | Sell |
15,785
-256
| -2% | -$33.6K | 1.87% | 11 |
|
|
2019
Q1 | $2.16M | Buy |
16,041
+1,778
| +12% | +$227K | 1.9% | 12 |
|
|
2018
Q4 | $1.55M | Buy |
14,263
+10,684
| +299% | +$1.28M | 1.58% | 23 |
|
|
2018
Q3 | $518K | Sell |
3,579
-3
| -0.1% | -$419 | 0.4% | 77 |
|
|
2018
Q2 | $478K | Buy |
3,582
+1,257
| +54% | +$175K | 0.46% | 63 |
|
|
2018
Q1 | $341K | Sell |
2,325
-112
| -5% | -$16.9K | 0.33% | 78 |
|
|
2017
Q4 | $357K | Buy |
+2,437
| New | +$354K | 0.33% | 77 |
|
Other funds holding IBM
ECSS
OmniStar Financial Group's IBM Position: Q2 2026 in Review
OmniStar Financial Group increased its IBM (IBM) stake by 9.7% in Q2 2026, buying an estimated $184K and bringing the position to 8,288 shares worth $2.33M. The position accounts for 1.07% of the portfolio, ranked #30.
OmniStar Financial Group first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- OmniStar Financial Group held 8,288 shares of IBM worth $2.33M as of Q2 2026.
- OmniStar Financial Group bought 731 IBM shares in Q2 2026, an estimated $184K.
- IBM made up 1.07% of OmniStar Financial Group's portfolio in Q2 2026, its #30 holding.
- OmniStar Financial Group first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.