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Oxford Financial Group’s IBM IBM Stock Holding History

Oxford Financial Group’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 		$1.18M Buy
4,855
+1,284
+36% +$347K 0.06% 90
2025
Q4 		$1.06M Buy
3,571
+269
+8% +$80.6K 0.06% 85
2025
Q3 		$932K Sell
3,302
-178
-5% -$46.6K 0.05% 99
2025
Q2 		$1.03M Sell
3,480
-90
-3% -$23.2K 0.06% 79
2025
Q1 		$888K Sell
3,570
-367
-9% -$89.8K 0.06% 87
2024
Q4 		$865K Sell
3,937
-85
-2% -$18.9K 0.06% 103
2024
Q3 		$889K Sell
4,022
-281
-7% -$55.1K 0.06% 95
2024
Q2 		$744K Buy
4,303
+2,619
+156% +$455K 0.05% 112
2024
Q1 		$321K Buy
1,684
+79
+5% +$14.4K 0.02% 173
2023
Q4 		$262K Buy
1,605
+100
+7% +$15.1K 0.02% 199
2023
Q3 		$211K Sell
1,505
-152
-9% -$21.6K 0.02% 211
2023
Q2 		$222K Sell
1,657
-109
-6% -$14.1K 0.02% 213
2023
Q1 		$231K Buy
+1,766
New +$236K 0.03% 175
2022
Q3 		– Sell
-2,433
Closed -$344K – 257
2022
Q2 		$344K Buy
+2,433
New +$328K 0.05% 138
2022
Q1 		– Sell
-2,162
Closed -$289K – 274
2021
Q4 		$289K Sell
2,162
-99
-4% -$12.4K 0.03% 167
2021
Q3 		$300K Sell
2,261
-1,441
-39% -$193K 0.04% 150
2021
Q2 		$519K Buy
3,702
+105
+3% +$14.4K 0.07% 110
2021
Q1 		$458K Hold
3,597
– – 0.06% 114
2020
Q4 		$433K Sell
3,597
-178
-5% -$20.6K 0.06% 115
2020
Q3 		$439K Sell
3,775
-47
-1% -$5.53K 0.07% 102
2020
Q2 		$441K Buy
3,822
+1,046
+38% +$121K 0.07% 102
2020
Q1 		$294K Buy
+2,776
New +$351K 0.06% 118

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

Oxford Financial Group's IBM Position: Q1 2026 in Review

Oxford Financial Group increased its IBM (IBM) stake by 36% in Q1 2026, buying an estimated $347K and bringing the position to 4,855 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #90.

Oxford Financial Group first reported a position in IBM in Q1 2020 and has held it in 22 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Oxford Financial Group held 4,855 shares of IBM worth $1.18M as of Q1 2026.
  • Oxford Financial Group bought 1,284 IBM shares in Q1 2026, an estimated $347K.
  • IBM made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #90 holding.
  • Oxford Financial Group first reported a position in IBM in Q1 2020 and has held it in 22 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.