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O'Rourke & Company’s IBM IBM Stock Holding History

O'Rourke & Company’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 		$2.31M Sell
9,517
-439
-4% -$119K 0.91% 32
2025
Q4 		$2.95M Sell
9,956
-351
-3% -$105K 1.15% 22
2025
Q3 		$2.91M Sell
10,307
-347
-3% -$90.8K 1.22% 19
2025
Q2 		$3.14M Sell
10,654
-247
-2% -$63.6K 1.47% 16
2025
Q1 		$2.71M Sell
10,901
-291
-3% -$71.2K 1.34% 17
2024
Q4 		$2.46M Sell
11,192
-882
-7% -$196K 1.21% 21
2024
Q3 		$2.67M Buy
12,074
+45
+0.4% +$8.82K 1.34% 21
2024
Q2 		$2.08M Buy
12,029
+21
+0.2% +$3.65K 1.17% 22
2024
Q1 		$2.29M Buy
12,008
+21
+0.2% +$3.83K 1.33% 20
2023
Q4 		$1.96M Buy
11,987
+132
+1% +$19.9K 1.26% 21
2023
Q3 		$1.66M Buy
11,855
+107
+0.9% +$15.2K 1.21% 21
2023
Q2 		$1.57M Buy
11,748
+524
+5% +$67.6K 1.1% 23
2023
Q1 		$1.47M Buy
11,224
+446
+4% +$59.7K 1.12% 21
2022
Q4 		$1.52M Buy
10,778
+831
+8% +$115K 1.21% 20
2022
Q3 		$1.18M Buy
9,947
+572
+6% +$75.1K 1.03% 26
2022
Q2 		$1.32M Buy
9,375
+203
+2% +$27.4K 1.12% 23
2022
Q1 		$1.19M Sell
9,172
-200
-2% -$26.1K 0.82% 31
2021
Q4 		$1.25M Buy
+9,372
New +$1.18M 0.84% 28

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

O'Rourke & Company's IBM Position: Q1 2026 in Review

O'Rourke & Company reduced its IBM (IBM) stake by 4.4% in Q1 2026, selling an estimated $119K and leaving 9,517 shares worth $2.31M. The position accounts for 0.91% of the portfolio, ranked #32.

O'Rourke & Company first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.14M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • O'Rourke & Company held 9,517 shares of IBM worth $2.31M as of Q1 2026.
  • O'Rourke & Company sold 439 IBM shares in Q1 2026, an estimated $119K.
  • IBM made up 0.91% of O'Rourke & Company's portfolio in Q1 2026, its #32 holding.
  • O'Rourke & Company first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's IBM position peaked at $3.14M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.