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OneAscent Family Office’s IBM IBM Stock Holding History

OneAscent Family Office’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 		$846K Buy
3,010
+928
+45% +$234K 0.43% 53
2026
Q1 		$505K Buy
2,082
+267
+15% +$72.2K 0.35% 68
2025
Q4 		$538K Buy
1,815
+541
+42% +$162K 0.36% 69
2025
Q3 		$359K Sell
1,274
-82
-6% -$21.5K 0.29% 89
2025
Q2 		$400K Sell
1,356
-1,538
-53% -$396K 0.38% 63
2025
Q1 		$720K Buy
2,894
+1,140
+65% +$279K 0.67% 45
2024
Q4 		$386K Buy
+1,754
New +$391K 0.7% 33

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 $3.38T AUM 44.17% 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

OneAscent Family Office's IBM Position: Q2 2026 in Review

OneAscent Family Office increased its IBM (IBM) stake by 45% in Q2 2026, buying an estimated $234K and bringing the position to 3,010 shares worth $846K. The position accounts for 0.43% of the portfolio, ranked #53.

OneAscent Family Office first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • OneAscent Family Office held 3,010 shares of IBM worth $846K as of Q2 2026.
  • OneAscent Family Office bought 928 IBM shares in Q2 2026, an estimated $234K.
  • IBM made up 0.43% of OneAscent Family Office's portfolio in Q2 2026, its #53 holding.
  • OneAscent Family Office first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.