OCPWS
IBM icon

One Charles Private Wealth Services’s IBM IBM Stock Holding History

One Charles Private Wealth 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
2026
Q2 		$783K Buy
2,784
+79
+3% +$19.9K 0.18% 74
2026
Q1 		$656K Buy
2,705
+9
+0.3% +$2.44K 0.16% 74
2025
Q4 		$799K Sell
2,696
-158
-6% -$47.3K 0.21% 71
2025
Q3 		$805K Sell
2,854
-161
-5% -$42.1K 0.21% 69
2025
Q2 		$889K Buy
3,015
+176
+6% +$45.3K 0.25% 63
2025
Q1 		$706K Hold
2,839
– – 0.23% 59
2024
Q4 		$624K Hold
2,839
– – 0.21% 65
2024
Q3 		$628K Hold
2,839
– – 0.24% 66
2024
Q2 		$491K Hold
2,839
– – 0.2% 78
2024
Q1 		$542K Hold
2,839
– – 0.24% 72
2023
Q4 		$464K Hold
2,839
– – 0.25% 79
2023
Q3 		$398K Hold
2,839
– – 0.23% 71
2023
Q2 		$380K Sell
2,839
-91
-3% -$11.7K 0.22% 80
2023
Q1 		$384K Sell
2,930
-131
-4% -$17.5K 0.24% 76
2022
Q4 		$431K Sell
3,061
-3
-0.1% -$414 0.28% 63
2022
Q3 		$364K Hold
3,064
– – 0.24% 71
2022
Q2 		$420K Buy
3,064
+1
+0% +$135 0.28% 67
2022
Q1 		$398K Buy
3,063
+2
+0.1% +$261 0.25% 74
2021
Q4 		$409K Buy
3,061
+236
+8% +$29.6K 0.23% 73
2021
Q3 		$375K Hold
2,825
– – 0.22% 70
2021
Q2 		$396K Buy
+2,825
New +$386K 0.27% 67
2020
Q3 		– Sell
-2,078
Closed -$253K – 55
2020
Q2 		$253K Buy
+2,078
New +$241K 0.13% 77

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

One Charles Private Wealth Services's IBM Position: Q2 2026 in Review

One Charles Private Wealth Services increased its IBM (IBM) stake by 2.9% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,784 shares worth $783K. The position accounts for 0.18% of the portfolio, ranked #74.

One Charles Private Wealth Services first reported a position in IBM in Q2 2020 and has held it in 22 quarters since. The position peaked at $889K in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • One Charles Private Wealth Services held 2,784 shares of IBM worth $783K as of Q2 2026.
  • One Charles Private Wealth Services bought 79 IBM shares in Q2 2026, an estimated $19.9K.
  • IBM made up 0.18% of One Charles Private Wealth Services's portfolio in Q2 2026, its #74 holding.
  • One Charles Private Wealth Services first reported a position in IBM in Q2 2020 and has held it in 22 quarters since.
  • One Charles Private Wealth Services's IBM position peaked at $889K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.