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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
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 $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

OV Management's IBM Position: Q1 2026 in Review

OV Management reduced its IBM (IBM) stake by 75% in Q1 2026, selling an estimated $612K and leaving 770 shares worth $187K. The position accounts for 0.38% of the portfolio, ranked #35.

OV Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.78M in Q1 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • OV Management held 770 shares of IBM worth $187K as of Q1 2026.
  • OV Management sold 2,260 IBM shares in Q1 2026, an estimated $612K.
  • IBM made up 0.38% of OV Management's portfolio in Q1 2026, its #35 holding.
  • OV Management first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • OV Management's IBM position peaked at $2.78M in Q1 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.