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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
Q2 		$1.32M Sell
4,681
-174
-4% -$43.8K 0.07% 85
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 $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

Oxford Financial Group's IBM Position: Q2 2026 in Review

Oxford Financial Group reduced its IBM (IBM) stake by 3.6% in Q2 2026, selling an estimated $43.8K and leaving 4,681 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #85.

Oxford Financial Group first reported a position in IBM in Q1 2020 and has held it in 23 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Oxford Financial Group held 4,681 shares of IBM worth $1.32M as of Q2 2026.
  • Oxford Financial Group sold 174 IBM shares in Q2 2026, an estimated $43.8K.
  • IBM made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #85 holding.
  • Oxford Financial Group first reported a position in IBM in Q1 2020 and has held it in 23 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.