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 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 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

OneAscent Family Office's IBM Position: Q1 2026 in Review

OneAscent Family Office increased its IBM (IBM) stake by 15% in Q1 2026, buying an estimated $72.2K and bringing the position to 2,082 shares worth $505K. The position accounts for 0.35% of the portfolio, ranked #68.

OneAscent Family Office first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $720K in Q1 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

OneAscent Family Office held 2,082 shares of IBM worth $505K as of Q1 2026.
OneAscent Family Office bought 267 IBM shares in Q1 2026, an estimated $72.2K.
IBM made up 0.35% of OneAscent Family Office's portfolio in Q1 2026, its #68 holding.
OneAscent Family Office first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's IBM position peaked at $720K in Q1 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.