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Orion Capital Management’s IBM IBM Stock Holding History

Orion Capital 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
Q2 		$785K Sell
2,791
-378
-12% -$95.2K 0.24% 69
2026
Q1 		$768K Hold
3,169
– – 0.26% 61
2025
Q4 		$939K Sell
3,169
-25
-0.8% -$7.49K 0.32% 53
2025
Q3 		$901K Sell
3,194
-260
-8% -$68.1K 0.31% 57
2025
Q2 		$1.02M Buy
3,454
+51
+1% +$13.1K 0.39% 47
2025
Q1 		$846K Buy
3,403
+924
+37% +$226K 0.36% 51
2024
Q4 		$545K Sell
2,479
-150
-6% -$33.4K 0.24% 70
2024
Q3 		$581K Buy
2,629
+50
+2% +$9.8K 0.28% 68
2024
Q2 		$446K Sell
2,579
-300
-10% -$52.1K 0.23% 74
2024
Q1 		$550K Hold
2,879
– – 0.29% 64
2023
Q4 		$471K Sell
2,879
-300
-9% -$45.3K 0.28% 65
2023
Q3 		$446K Sell
3,179
-900
-22% -$128K 0.29% 69
2023
Q2 		$546K Buy
4,079
+100
+3% +$12.9K 0.36% 59
2023
Q1 		$522K Buy
3,979
+2,640
+197% +$353K 0.35% 57
2022
Q4 		$189K Hold
1,339
– – 0.14% 113
2022
Q3 		$159K Buy
1,339
+739
+123% +$97K 0.13% 118
2022
Q2 		$85K Buy
+600
New +$81K 0.07% 161

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Orion Capital Management's IBM Position: Q2 2026 in Review

Orion Capital Management reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $95.2K and leaving 2,791 shares worth $785K. The position accounts for 0.24% of the portfolio, ranked #69.

Orion Capital Management first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.02M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Orion Capital Management held 2,791 shares of IBM worth $785K as of Q2 2026.
  • Orion Capital Management sold 378 IBM shares in Q2 2026, an estimated $95.2K.
  • IBM made up 0.24% of Orion Capital Management's portfolio in Q2 2026, its #69 holding.
  • Orion Capital Management first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • Orion Capital Management's IBM position peaked at $1.02M in Q2 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.