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Osbon Capital Management’s IBM IBM Stock Holding History

Osbon 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 		$37.1K Hold
132
– – 0.03% 146
2026
Q1 		$32K Hold
132
– – 0.03% 182
2025
Q4 		$39.1K Buy
+132
New +$39.5K 0.04% 130

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

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

Osbon Capital Management held its IBM (IBM) position steady in Q2 2026 at 132 shares worth $37.1K. The position accounts for 0.03% of the portfolio, ranked #146.

Osbon Capital Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $39.1K in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Osbon Capital Management held 132 shares of IBM worth $37.1K as of Q2 2026.
  • Osbon Capital Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #146 holding.
  • Osbon Capital Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Osbon Capital Management's IBM position peaked at $39.1K in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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