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OV Management’s IBM IBM Stock Holding History

OV 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 		– Sell
-770
Closed -$187K – 40
2026
Q1 		$187K Sell
770
-2,260
-75% -$612K 0.38% 35
2025
Q4 		$898K Sell
3,030
-1,400
-32% -$419K 0.78% 35
2025
Q3 		$1.25M Sell
4,430
-20
-0.4% -$5.24K 1.06% 14
2025
Q2 		$1.31M Sell
4,450
-6,732
-60% -$1.73M 1.1% 12
2025
Q1 		$2.78M Hold
11,182
– – 1.3% 14
2024
Q4 		$2.46M Buy
11,182
+850
+8% +$189K 1.14% 19
2024
Q3 		$2.28M Buy
10,332
+224
+2% +$43.9K 1.52% 18
2024
Q2 		$1.75M Buy
10,108
+108
+1% +$18.8K 1.22% 25
2024
Q1 		$1.91M Hold
10,000
– – 1.38% 21
2023
Q4 		$1.64M Buy
+10,000
New +$1.51M 1.35% 21

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 $3.38T AUM 44.17% 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

OV Management's IBM Position: Q2 2026 in Review

OV Management sold out of IBM (IBM) in Q2 2026, closing a stake of 770 shares — an estimated $187K sold.

OV Management first reported a position in IBM in Q4 2023 and held it in 10 quarters. The position peaked at $2.78M in Q1 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • OV Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • OV Management sold 770 IBM shares in Q2 2026, an estimated $187K.
  • OV Management first reported a position in IBM in Q4 2023 and held it in 10 quarters.
  • OV Management's IBM position peaked at $2.78M in Q1 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.