Oppenheimer & Co’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 | $18.8M | Sell |
77,472
-33,596
| -30% | -$9.09M | 0.23% | 79 |
|
|
2025
Q4 | $32.9M | Buy |
111,068
+31,104
| +39% | +$9.32M | 0.47% | 33 |
|
|
2025
Q3 | $22.6M | Buy |
79,964
+2,282
| +3% | +$597K | 0.28% | 63 |
|
|
2025
Q2 | $22.9M | Sell |
77,682
-2,853
| -4% | -$735K | 0.3% | 57 |
|
|
2025
Q1 | $20M | Buy |
80,535
+3,934
| +5% | +$962K | 0.3% | 61 |
|
|
2024
Q4 | $16.8M | Buy |
76,601
+5,575
| +8% | +$1.24M | 0.25% | 70 |
|
|
2024
Q3 | $15.7M | Sell |
71,026
-1,686
| -2% | -$331K | 0.24% | 79 |
|
|
2024
Q2 | $12.6M | Buy |
72,712
+140
| +0.2% | +$24.3K | 0.2% | 103 |
|
|
2024
Q1 | $13.9M | Buy |
72,572
+15,008
| +26% | +$2.74M | 0.23% | 90 |
|
|
2023
Q4 | $9.41M | Sell |
57,564
-8,094
| -12% | -$1.22M | 0.17% | 130 |
|
|
2023
Q3 | $9.21M | Buy |
65,658
+328
| +0.5% | +$46.7K | 0.19% | 117 |
|
|
2023
Q2 | $8.74M | Sell |
65,330
-43,621
| -40% | -$5.63M | 0.17% | 126 |
|
|
2023
Q1 | $14.3M | Buy |
108,951
+11,196
| +11% | +$1.5M | 0.3% | 67 |
|
|
2022
Q4 | $13.8M | Sell |
97,755
-9,026
| -8% | -$1.25M | 0.31% | 66 |
|
|
2022
Q3 | $12.7M | Sell |
106,781
-22,645
| -17% | -$2.97M | 0.3% | 65 |
|
|
2022
Q2 | $18.3M | Buy |
129,426
+19,052
| +17% | +$2.57M | 0.39% | 47 |
|
|
2022
Q1 | $14.4M | Sell |
110,374
-24,313
| -18% | -$3.17M | 0.26% | 76 |
|
|
2021
Q4 | $18M | Buy |
134,687
+11,141
| +9% | +$1.4M | 0.31% | 59 |
|
|
2021
Q3 | $16.4M | Sell |
123,546
-2,956
| -2% | -$395K | 0.31% | 62 |
|
|
2021
Q2 | $17.7M | Buy |
126,502
+320
| +0.3% | +$43.8K | 0.32% | 60 |
|
|
2021
Q1 | $16.1M | Sell |
126,182
-35,717
| -22% | -$4.27M | 0.32% | 60 |
|
|
2020
Q4 | $19.5M | Buy |
161,899
+38,477
| +31% | +$4.45M | 0.41% | 47 |
|
|
2020
Q3 | $14.4M | Buy |
123,422
+2,852
| +2% | +$336K | 0.36% | 55 |
|
|
2020
Q2 | $13.9M | Sell |
120,570
-16,962
| -12% | -$1.97M | 0.36% | 54 |
|
|
2020
Q1 | $14.6M | Buy |
137,532
+30,559
| +29% | +$3.86M | 0.44% | 46 |
|
|
2019
Q4 | $13.7M | Buy |
106,973
+8,824
| +9% | +$1.15M | 0.34% | 63 |
|
|
2019
Q3 | $13.6M | Buy |
98,149
+2,205
| +2% | +$297K | 0.37% | 57 |
|
|
2019
Q2 | $12.6M | Sell |
95,944
-24,053
| -20% | -$3.16M | 0.34% | 58 |
|
|
2019
Q1 | $16.2M | Sell |
119,997
-9,679
| -7% | -$1.23M | 0.43% | 47 |
|
|
2018
Q4 | $14.1M | Sell |
129,676
-40,836
| -24% | -$4.9M | 0.44% | 50 |
|
|
2018
Q3 | $24.6M | Sell |
170,512
-334
| -0.2% | -$46.7K | 0.63% | 31 |
|
|
2018
Q2 | $22.8M | Sell |
170,846
-96
| -0.1% | -$13.4K | 0.62% | 29 |
|
|
2018
Q1 | $25.1M | Buy |
170,942
+16,543
| +11% | +$2.5M | 0.64% | 22 |
|
|
2017
Q4 | $22.6M | Sell |
154,399
-18,023
| -10% | -$2.62M | 0.58% | 27 |
|
|
2017
Q3 | $23.9M | Buy |
172,422
+6,817
| +4% | +$950K | 0.64% | 24 |
|
|
2017
Q2 | $24.4M | Buy |
165,605
+2,571
| +2% | +$388K | 0.67% | 19 |
|
|
2017
Q1 | $27.1M | Buy |
163,034
+15,435
| +10% | +$2.59M | 0.77% | 15 |
|
|
2016
Q4 | $23.4M | Buy |
147,599
+2,799
| +2% | +$426K | 0.68% | 19 |
|
|
2016
Q3 | $22M | Sell |
144,800
-17,445
| -11% | -$2.65M | 0.64% | 21 |
|
|
2016
Q2 | $23.5M | Buy |
162,245
+13,523
| +9% | +$1.94M | 0.7% | 18 |
|
|
2016
Q1 | $21.5M | Sell |
148,722
-2,974
| -2% | -$380K | 0.65% | 19 |
|
|
2015
Q4 | $20M | Buy |
151,696
+3,538
| +2% | +$475K | 0.59% | 27 |
|
|
2015
Q3 | $20.5M | Sell |
148,158
-14,014
| -9% | -$2.07M | 0.62% | 21 |
|
|
2015
Q2 | $25.2M | Buy |
162,172
+9,142
| +6% | +$1.47M | 0.7% | 11 |
|
|
2015
Q1 | $23.5M | Buy |
153,030
+8,283
| +6% | +$1.26M | 0.64% | 20 |
|
|
2014
Q4 | $22.2M | Sell |
144,747
-34,961
| -19% | -$5.56M | 0.64% | 22 |
|
|
2014
Q3 | $32.6M | Sell |
179,708
-2,382
| -1% | -$434K | 0.97% | 6 |
|
|
2014
Q2 | $31.6M | Buy |
182,090
+6,991
| +4% | +$1.26M | 0.95% | 5 |
|
|
2014
Q1 | $32.2M | Buy |
175,099
+33,155
| +23% | +$5.84M | 0.97% | 7 |
|
|
2013
Q4 | $25.5M | Buy |
141,944
+5,954
| +4% | +$1.03M | 0.81% | 8 |
|
|
2013
Q3 | $24.1M | Buy |
135,990
+10,416
| +8% | +$1.89M | 0.85% | 7 |
|
|
2013
Q2 | $22.9M | Buy |
+125,574
| New | +$24.5M | 0.89% | 7 |
|
Other funds holding IBM
VCM
VPM
Oppenheimer & Co's IBM Position: Q1 2026 in Review
Oppenheimer & Co reduced its IBM (IBM) stake by 30% in Q1 2026, selling an estimated $9.09M and leaving 77,472 shares worth $18.8M. The position accounts for 0.23% of the portfolio, ranked #79.
Oppenheimer & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.9M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Oppenheimer & Co held 77,472 shares of IBM worth $18.8M as of Q1 2026.
- Oppenheimer & Co sold 33,596 IBM shares in Q1 2026, an estimated $9.09M.
- IBM made up 0.23% of Oppenheimer & Co's portfolio in Q1 2026, its #79 holding.
- Oppenheimer & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Oppenheimer & Co's IBM position peaked at $32.9M in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.