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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.