Osaic Holdings
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Osaic Holdings’s IBM IBM Stock Holding History

Osaic Holdings’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 		$5.94K Sell
2
-1
-33% -$271 ﹤0.01% 6598
2025
Q4 		$16.7K Buy
3
+2
+200% +$599 ﹤0.01% 5987
2025
Q3 		$985 Buy
+1
New +$262 ﹤0.01% 7358
2021
Q1 		– Sell
-5
Closed -$4K – 6868
2020
Q4 		$4K Sell
5
-150
-97% -$17.3K ﹤0.01% 5850
2020
Q3 		$61K Buy
+155
New +$18.2K ﹤0.01% 4158

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

Osaic Holdings's IBM Position: Q1 2026 in Review

Osaic Holdings reduced its IBM (IBM) stake by 0.29% in Q1 2026, selling an estimated $333K and leaving 419,895 shares worth $101M. The position accounts for 0.15% of the portfolio, ranked #140.

Osaic Holdings first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. The position peaked at $124M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Osaic Holdings held 419,895 shares of IBM worth $101M as of Q1 2026.
  • Osaic Holdings sold 1,229 IBM shares in Q1 2026, an estimated $333K.
  • IBM made up 0.15% of Osaic Holdings's portfolio in Q1 2026, its #140 holding.
  • Osaic Holdings first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's IBM position peaked at $124M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.