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
2021
Q4 		– Sell
-3
Closed -$2K – 7461
2021
Q3 		$2K Sell
3
-2
-40% -$267 ﹤0.01% 6857
2021
Q2 		$2K Sell
5
-76
-94% -$10.4K ﹤0.01% 6707
2021
Q1 		$22K Buy
81
+4
+5% +$479 ﹤0.01% 5410
2020
Q4 		$28K Buy
77
+48
+166% +$5.55K ﹤0.01% 4947
2020
Q3 		$9K Buy
29
+20
+222% +$2.35K ﹤0.01% 5326
2020
Q2 		$5K Sell
9
-1
-10% -$116 ﹤0.01% 5470
2020
Q1 		$6K Buy
+10
New +$1.26K ﹤0.01% 5257

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

Osaic Holdings's IBM Position: Q2 2026 in Review

Osaic Holdings increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $20.7M and bringing the position to 502,197 shares worth $140M. The position accounts for 0.16% of the portfolio, ranked #119.

Osaic Holdings first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Osaic Holdings held 502,197 shares of IBM worth $140M as of Q2 2026.
  • Osaic Holdings bought 82,302 IBM shares in Q2 2026, an estimated $20.7M.
  • IBM made up 0.16% of Osaic Holdings's portfolio in Q2 2026, its #119 holding.
  • Osaic Holdings first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.