OneAscent Financial Services’s IBM IBM Stock Holding History

OneAscent 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
2026 Q1	$1.11M	Buy	4,576 +672	+17%	+$182K	0.06%	196
2025 Q4	$1.16M	Buy	3,904 +213	+6%	+$63.8K	0.11%	128
2025 Q3	$1.04M	Sell	3,691 -616	-14%	-$161K	0.13%	140
2025 Q2	$1.26M	Sell	4,307 -3,767	-47%	-$971K	0.09%	146
2025 Q1	$2.01M	Buy	8,074 +4,083	+102%	+$999K	0.13%	110
2024 Q4	$877K	Buy	3,991 +259	+7%	+$57.7K	0.07%	171
2024 Q3	$825K	Buy	+3,732	New	+$732K	0.59%	41
2024 Q2	–	Sell	-3,955	Closed	-$755K	–	297
2024 Q1	$755K	Buy	3,955 +199	+5%	+$36.3K	0.08%	150
2023 Q4	$614K	Buy	3,756 +1,433	+62%	+$217K	0.08%	164
2023 Q3	$326K	Buy	+2,323	New	+$331K	0.08%	172

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 Financial Services's IBM Position: Q1 2026 in Review

OneAscent Financial Services increased its IBM (IBM) stake by 17% in Q1 2026, buying an estimated $182K and bringing the position to 4,576 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #196.

OneAscent Financial Services first reported a position in IBM in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.01M in Q1 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

OneAscent Financial Services held 4,576 shares of IBM worth $1.11M as of Q1 2026.
OneAscent Financial Services bought 672 IBM shares in Q1 2026, an estimated $182K.
IBM made up 0.06% of OneAscent Financial Services's portfolio in Q1 2026, its #196 holding.
OneAscent Financial Services first reported a position in IBM in Q3 2023 and has held it in 10 quarters since.
OneAscent Financial Services's IBM position peaked at $2.01M in Q1 2025.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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