O'Shaughnessy Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Other funds holding IBM
O'Shaughnessy Asset Management's IBM Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its IBM (IBM) stake by 8.2% in Q2 2026, selling an estimated $3.41M and leaving 150,787 shares worth $42.4M. The position accounts for 0.2% of the portfolio, ranked #105.
O'Shaughnessy Asset Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $89.9M in Q3 2015. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- O'Shaughnessy Asset Management held 150,787 shares of IBM worth $42.4M as of Q2 2026.
- O'Shaughnessy Asset Management sold 13,538 IBM shares in Q2 2026, an estimated $3.41M.
- IBM made up 0.2% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #105 holding.
- O'Shaughnessy Asset Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
- O'Shaughnessy Asset Management's IBM position peaked at $89.9M in Q3 2015.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.