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O'Shaughnessy Asset Management’s IBM IBM Stock Holding History

O'Shaughnessy Asset 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
Q1 		$97K Buy
+400
New +$108K ﹤0.01% 2123

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

O'Shaughnessy Asset Management's IBM Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its IBM (IBM) stake by 0.97% in Q1 2026, selling an estimated $434K and leaving 164,325 shares worth $39.8M. 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 52 quarters since. The position peaked at $89.9M in Q3 2015. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • O'Shaughnessy Asset Management held 164,325 shares of IBM worth $39.8M as of Q1 2026.
  • O'Shaughnessy Asset Management sold 1,603 IBM shares in Q1 2026, an estimated $434K.
  • IBM made up 0.2% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #105 holding.
  • O'Shaughnessy Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • O'Shaughnessy Asset Management's IBM position peaked at $89.9M in Q3 2015.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.