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Osterweis Capital Management’s IBM IBM Stock Holding History

Osterweis 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 		$99.5K Hold
354
– – ﹤0.01% 157
2026
Q1 		$85.8K Sell
354
-154
-30% -$41.7K ﹤0.01% 165
2025
Q4 		$150K Hold
508
– – 0.01% 154
2025
Q3 		$143K Sell
508
-5,446
-91% -$1.43M 0.01% 155
2025
Q2 		$1.76M Sell
5,954
-311
-5% -$80.1K 0.08% 96
2025
Q1 		$1.56M Sell
6,265
-2,755
-31% -$674K 0.08% 95
2024
Q4 		$1.98M Sell
9,020
-42
-0.5% -$9.35K 0.09% 99
2024
Q3 		$2M Sell
9,062
-263
-3% -$51.6K 0.1% 97
2024
Q2 		$1.61M Sell
9,325
-805
-8% -$140K 0.08% 95
2024
Q1 		$1.93M Hold
10,130
– – 0.11% 90
2023
Q4 		$1.66M Hold
10,130
– – 0.11% 92
2023
Q3 		$1.42M Sell
10,130
-3,320
-25% -$472K 0.1% 91
2023
Q2 		$1.8M Sell
13,450
-3,525
-21% -$455K 0.12% 97
2023
Q1 		$2.23M Sell
16,975
-880
-5% -$118K 0.15% 99
2022
Q4 		$2.52M Sell
17,855
-228,395
-93% -$31.5M 0.18% 96
2022
Q3 		$29.3M Buy
246,250
+1,520
+0.6% +$199K 2.19% 9
2022
Q2 		$34.6M Buy
+244,730
New +$33M 2.59% 7
2019
Q3 		– Sell
-2,159
Closed -$284K – 113
2019
Q2 		$284K Hold
2,159
– – 0.02% 98
2019
Q1 		$292K Hold
2,159
– – 0.02% 100
2018
Q4 		$235K Buy
2,159
+80
+4% +$9.6K 0.02% 95
2018
Q3 		$301K Buy
+2,079
New +$291K 0.02% 102
2013
Q3 		– Sell
-2,304
Closed -$421K – 96
2013
Q2 		$421K Buy
+2,304
New +$449K 0.02% 63

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

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

Osterweis Capital Management held its IBM (IBM) position steady in Q2 2026 at 354 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Osterweis Capital Management first reported a position in IBM in Q2 2013 and has held it in 22 quarters since. The position peaked at $34.6M in Q2 2022. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Osterweis Capital Management held 354 shares of IBM worth $99.5K as of Q2 2026.
  • Osterweis Capital Management left its IBM share count unchanged in Q2 2026.
  • IBM made up ﹤0.01% of Osterweis Capital Management's portfolio in Q2 2026, its #157 holding.
  • Osterweis Capital Management first reported a position in IBM in Q2 2013 and has held it in 22 quarters since.
  • Osterweis Capital Management's IBM position peaked at $34.6M in Q2 2022.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.