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Oxbow Advisors’s IBM IBM Stock Holding History

Oxbow Advisors’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 		$926K Sell
3,821
-542
-12% -$147K 0.08% 140
2025
Q4 		$1.29M Sell
4,363
-192
-4% -$57.5K 0.11% 132
2025
Q3 		$1.29M Buy
4,555
+97
+2% +$25.4K 0.12% 119
2025
Q2 		$1.31M Sell
4,458
-595
-12% -$153K 0.14% 105
2025
Q1 		$1.26M Hold
5,053
– – 0.13% 104
2024
Q4 		$1.11M Buy
5,053
+62
+1% +$13.8K 0.13% 107
2024
Q3 		$1.1M Buy
4,991
+21
+0.4% +$4.12K 0.11% 106
2024
Q2 		$860K Sell
4,970
-49
-1% -$8.51K 0.1% 107
2024
Q1 		$958K Sell
5,019
-73
-1% -$13.3K 0.13% 92
2023
Q4 		$833K Sell
5,092
-135
-3% -$20.4K 0.13% 94
2023
Q3 		$733K Sell
5,227
-9,641
-65% -$1.37M 0.12% 94
2023
Q2 		$1.99M Hold
14,868
– – 0.31% 52
2023
Q1 		$1.95M Sell
14,868
-510
-3% -$68.2K 0.35% 51
2022
Q4 		$2.17M Sell
15,378
-1,410
-8% -$194K 0.41% 47
2022
Q3 		$2M Hold
16,788
– – 0.31% 61
2022
Q2 		$2.37M Sell
16,788
-165
-1% -$22.3K 0.34% 54
2022
Q1 		$2.2M Hold
16,953
– – 0.22% 69
2021
Q4 		$2.27M Sell
16,953
-627
-4% -$78.6K 0.22% 76
2021
Q3 		$2.33M Sell
17,580
-105
-0.6% -$14K 0.24% 80
2021
Q2 		$2.48M Buy
17,685
+372
+2% +$50.9K 0.26% 77
2021
Q1 		$2.21M Sell
17,313
-37
-0.2% -$4.43K 0.27% 77
2020
Q4 		$2.09M Buy
17,350
+874
+5% +$101K 0.27% 77
2020
Q3 		$1.92M Sell
16,476
-503
-3% -$59.2K 0.24% 83
2020
Q2 		$1.96M Sell
16,979
-245
-1% -$28.5K 0.29% 79
2020
Q1 		$1.83M Buy
17,224
+14,764
+600% +$1.87M 0.31% 80
2019
Q4 		$315K Hold
2,460
– – 0.04% 240
2019
Q3 		$342K Sell
2,460
-179
-7% -$24.1K 0.05% 224
2019
Q2 		$348K Sell
2,639
-188
-7% -$24.7K 0.04% 228
2019
Q1 		$381K Sell
2,827
-288
-9% -$36.7K 0.05% 216
2018
Q4 		$338K Sell
3,115
-3,342
-52% -$401K 0.05% 212
2018
Q3 		$933K Buy
6,457
+612
+10% +$85.5K 0.11% 150
2018
Q2 		$781K Sell
5,845
-800
-12% -$112K 0.1% 166
2018
Q1 		$975K Hold
6,645
– – 0.2% 117
2017
Q4 		$975K Buy
6,645
+89
+1% +$12.9K 0.18% 130
2017
Q3 		$909K Buy
6,556
+209
+3% +$29.1K 0.17% 131
2017
Q2 		$933K Buy
6,347
+157
+3% +$23.7K 0.16% 135
2017
Q1 		$1.03M Buy
6,190
+366
+6% +$61.4K 0.17% 132
2016
Q4 		$922K Sell
5,824
-581
-9% -$88.5K 0.12% 146
2016
Q3 		$975K Sell
6,405
-250
-4% -$37.9K 0.13% 134
2016
Q2 		$965K Sell
6,655
-129
-2% -$18.5K 0.14% 138
2016
Q1 		$982K Buy
6,784
+931
+16% +$119K 0.14% 132
2015
Q4 		$770K Buy
5,853
+463
+9% +$62.2K 0.1% 151
2015
Q3 		$747K Sell
5,390
-54
-1% -$7.97K 0.12% 138
2015
Q2 		$848K Buy
5,444
+1,129
+26% +$181K 0.11% 149
2015
Q1 		$662K Buy
4,315
+392
+10% +$59.5K 0.1% 121
2014
Q4 		$602K Hold
3,923
– – 0.08% 129
2014
Q3 		$712K Hold
3,923
– – 0.1% 122
2014
Q2 		$680K Sell
3,923
-104
-3% -$18.7K 0.09% 124
2014
Q1 		$741K Hold
4,027
– – 0.11% 120
2013
Q4 		$722K Buy
4,027
+680
+20% +$117K 0.1% 129
2013
Q3 		$593K Hold
3,347
– – 0.09% 136
2013
Q2 		$612K Buy
+3,347
New +$652K 0.11% 119

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

Oxbow Advisors's IBM Position: Q1 2026 in Review

Oxbow Advisors reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $147K and leaving 3,821 shares worth $926K. The position accounts for 0.08% of the portfolio, ranked #140.

Oxbow Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.48M in Q2 2021. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oxbow Advisors held 3,821 shares of IBM worth $926K as of Q1 2026.
  • Oxbow Advisors sold 542 IBM shares in Q1 2026, an estimated $147K.
  • IBM made up 0.08% of Oxbow Advisors's portfolio in Q1 2026, its #140 holding.
  • Oxbow Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Oxbow Advisors's IBM position peaked at $2.48M in Q2 2021.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.