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Oppenheimer Asset Management’s IBM IBM Stock Holding History

Oppenheimer Asset Management’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 		$20.6M Buy
85,130
+4,642
+6% +$1.26M 0.24% 103
2025
Q4 		$23.8M Buy
80,488
+1,746
+2% +$523K 0.29% 77
2025
Q3 		$22.2M Sell
78,742
-6,458
-8% -$1.69M 0.24% 94
2025
Q2 		$25.1M Sell
85,200
-38,493
-31% -$9.92M 0.29% 82
2025
Q1 		$30.8M Sell
123,693
-29,889
-19% -$7.31M 0.38% 64
2024
Q4 		$33.8M Sell
153,582
-3,234
-2% -$720K 0.41% 51
2024
Q3 		$34.7M Buy
156,816
+140
+0.1% +$27.4K 0.42% 51
2024
Q2 		$27.1M Buy
156,676
+42,900
+38% +$7.45M 0.35% 62
2024
Q1 		$21.7M Sell
113,776
-32,094
-22% -$5.85M 0.32% 66
2023
Q4 		$23.9M Buy
145,870
+946
+0.7% +$143K 0.33% 62
2023
Q3 		$20.3M Sell
144,924
-2,521
-2% -$359K 0.31% 67
2023
Q2 		$19.7M Sell
147,445
-9,312
-6% -$1.2M 0.29% 74
2023
Q1 		$20.5M Buy
156,757
+3,649
+2% +$488K 0.32% 68
2022
Q4 		$21.6M Buy
153,108
+1,867
+1% +$258K 0.35% 67
2022
Q3 		$18M Buy
151,241
+21,874
+17% +$2.87M 0.32% 74
2022
Q2 		$18.3M Buy
129,367
+178
+0.1% +$24K 0.31% 73
2022
Q1 		$16.8M Buy
129,189
+75,920
+143% +$9.9M 0.24% 102
2021
Q4 		$7.12M Buy
53,269
+4,281
+9% +$537K 0.09% 243
2021
Q3 		$6.51M Sell
48,988
-1,795
-4% -$240K 0.09% 258
2021
Q2 		$7.12M Buy
50,783
+180
+0.4% +$24.6K 0.1% 238
2021
Q1 		$6.45M Sell
50,603
-411
-0.8% -$49.2K 0.1% 235
2020
Q4 		$6.14M Sell
51,014
-4,195
-8% -$485K 0.1% 234
2020
Q3 		$6.42M Sell
55,209
-3,869
-7% -$456K 0.12% 189
2020
Q2 		$6.82M Sell
59,078
-8,060
-12% -$936K 0.14% 171
2020
Q1 		$7.12M Sell
67,138
-69,708
-51% -$8.82M 0.17% 144
2019
Q4 		$17.5M Sell
136,846
-3,025
-2% -$393K 0.37% 53
2019
Q3 		$19.4M Sell
139,871
-704
-0.5% -$95K 0.43% 38
2019
Q2 		$18.5M Sell
140,575
-2,183
-2% -$287K 0.41% 44
2019
Q1 		$19.3M Buy
142,758
+19,516
+16% +$2.49M 0.43% 42
2018
Q4 		$13.4M Sell
123,242
-4,153
-3% -$498K 0.33% 67
2018
Q3 		$18.4M Buy
127,395
+4,175
+3% +$583K 0.41% 52
2018
Q2 		$16.5M Buy
123,220
+39,433
+47% +$5.5M 0.4% 58
2018
Q1 		$12.3M Buy
83,787
+14,482
+21% +$2.19M 0.31% 84
2017
Q4 		$9.61M Hold
69,305
– – 0.26% 100
2017
Q3 		$9.61M Sell
69,305
-989
-1% -$138K 0.25% 101
2017
Q2 		$10.3M Buy
70,294
+3,409
+5% +$514K 0.29% 86
2017
Q1 		$11.1M Buy
+66,885
New +$11.2M 0.32% 79

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oppenheimer Asset Management's IBM Position: Q1 2026 in Review

Oppenheimer Asset Management increased its IBM (IBM) stake by 5.8% in Q1 2026, buying an estimated $1.26M and bringing the position to 85,130 shares worth $20.6M. The position accounts for 0.24% of the portfolio, ranked #103.

Oppenheimer Asset Management first reported a position in IBM in Q1 2017 and has held it in 37 quarters since. The position peaked at $34.7M in Q3 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oppenheimer Asset Management held 85,130 shares of IBM worth $20.6M as of Q1 2026.
  • Oppenheimer Asset Management bought 4,642 IBM shares in Q1 2026, an estimated $1.26M.
  • IBM made up 0.24% of Oppenheimer Asset Management's portfolio in Q1 2026, its #103 holding.
  • Oppenheimer Asset Management first reported a position in IBM in Q1 2017 and has held it in 37 quarters since.
  • Oppenheimer Asset Management's IBM position peaked at $34.7M in Q3 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.