OneDigital Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.01M | Sell |
37,192
-1,602
| -4% | -$433K | 0.09% | 185 |
|
|
2025
Q4 | $11.5M | Buy |
38,794
+10,221
| +36% | +$3.06M | 0.11% | 156 |
|
|
2025
Q3 | $8.06M | Sell |
28,573
-81
| -0.3% | -$21.2K | 0.08% | 192 |
|
|
2025
Q2 | $8.45M | Buy |
28,654
+250
| +0.9% | +$64.4K | 0.09% | 178 |
|
|
2025
Q1 | $7.06M | Buy |
28,404
+2,719
| +11% | +$665K | 0.08% | 188 |
|
|
2024
Q4 | $5.65M | Sell |
25,685
-332
| -1% | -$73.9K | 0.07% | 221 |
|
|
2024
Q3 | $5.75M | Buy |
26,017
+3,789
| +17% | +$743K | 0.07% | 228 |
|
|
2024
Q2 | $3.84M | Buy |
22,228
+3,980
| +22% | +$692K | 0.05% | 275 |
|
|
2024
Q1 | $3.48M | Buy |
18,248
+624
| +4% | +$114K | 0.05% | 235 |
|
|
2023
Q4 | $2.88M | Buy |
17,624
+1,763
| +11% | +$266K | 0.05% | 251 |
|
|
2023
Q3 | $2.23M | Buy |
15,861
+1,115
| +8% | +$159K | 0.05% | 263 |
|
|
2023
Q2 | $1.97M | Sell |
14,746
-133
| -0.9% | -$17.2K | 0.04% | 282 |
|
|
2023
Q1 | $1.95M | Buy |
14,879
+3,280
| +28% | +$439K | 0.05% | 278 |
|
|
2022
Q4 | $1.63M | Buy |
11,599
+585
| +5% | +$80.7K | 0.05% | 283 |
|
|
2022
Q3 | $1.31M | Buy |
11,014
+2,863
| +35% | +$376K | 0.05% | 249 |
|
|
2022
Q2 | $1.15M | Buy |
8,151
+456
| +6% | +$61.5K | 0.05% | 232 |
|
|
2022
Q1 | $1M | Buy |
7,695
+1,283
| +20% | +$167K | 0.04% | 273 |
|
|
2021
Q4 | $857K | Buy |
6,412
+643
| +11% | +$80.6K | 0.03% | 314 |
|
|
2021
Q3 | $766K | Buy |
5,769
+560
| +11% | +$74.9K | 0.03% | 321 |
|
|
2021
Q2 | $730K | Sell |
5,209
-39
| -0.7% | -$5.33K | 0.03% | 320 |
|
|
2021
Q1 | $669K | Buy |
5,248
+27
| +0.5% | +$3.23K | 0.03% | 316 |
|
|
2020
Q4 | $628K | Sell |
5,221
-122
| -2% | -$14.1K | 0.03% | 309 |
|
|
2020
Q3 | $621K | Sell |
5,343
-3,404
| -39% | -$401K | 0.04% | 274 |
|
|
2020
Q2 | $1.01M | Buy |
8,747
+577
| +7% | +$67K | 0.07% | 207 |
|
|
2020
Q1 | $867K | Buy |
8,170
+640
| +8% | +$80.9K | 0.08% | 210 |
|
|
2019
Q4 | $965K | Sell |
7,530
-1,594
| -17% | -$207K | 0.08% | 197 |
|
|
2019
Q3 | $1.27M | Buy |
9,124
+3,282
| +56% | +$443K | 0.11% | 155 |
|
|
2019
Q2 | $771K | Buy |
5,842
+2,935
| +101% | +$386K | 0.06% | 187 |
|
|
2019
Q1 | $397K | Buy |
2,907
+1,606
| +123% | +$205K | 0.06% | 197 |
|
|
2018
Q4 | $141K | Sell |
1,301
-1,289
| -50% | -$155K | 0.02% | 297 |
|
|
2018
Q3 | $374K | Buy |
2,590
+7
| +0.3% | +$978 | 0.09% | 122 |
|
|
2018
Q2 | $345K | Sell |
2,583
-470
| -15% | -$65.5K | 0.07% | 155 |
|
|
2018
Q1 | $448K | Sell |
3,053
-202
| -6% | -$30.6K | 0.1% | 141 |
|
|
2017
Q4 | $478K | Buy |
3,255
+1,803
| +124% | +$262K | 0.05% | 130 |
|
|
2017
Q3 | $201K | Sell |
1,452
-1,335
| -48% | -$186K | 0.07% | 148 |
|
|
2017
Q2 | $410K | Buy |
+2,787
| New | +$420K | 0.12% | 126 |
|
Other funds holding IBM
VCM
VPM
OneDigital Investment Advisors's IBM Position: Q1 2026 in Review
OneDigital Investment Advisors reduced its IBM (IBM) stake by 4.1% in Q1 2026, selling an estimated $433K and leaving 37,192 shares worth $9.01M. The position accounts for 0.09% of the portfolio, ranked #185.
OneDigital Investment Advisors first reported a position in IBM in Q2 2017 and has held it in 36 quarters since. The position peaked at $11.5M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- OneDigital Investment Advisors held 37,192 shares of IBM worth $9.01M as of Q1 2026.
- OneDigital Investment Advisors sold 1,602 IBM shares in Q1 2026, an estimated $433K.
- IBM made up 0.09% of OneDigital Investment Advisors's portfolio in Q1 2026, its #185 holding.
- OneDigital Investment Advisors first reported a position in IBM in Q2 2017 and has held it in 36 quarters since.
- OneDigital Investment Advisors's IBM position peaked at $11.5M in Q4 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.