IBM (IBM)OP Asset Management Ltd reduced its stake -59K shares

105K

Shares reported · -59K vs prior quarter

0.31%

Disclosed portfolio weight

$29.4M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 28, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 22, 2025Federal contract · $10.2M obligatedGeneral Services Administration awarded IBM: $10.2M obligated to date
2. Mar 27, 2026CongressDisclosed purchase of IBM — reported range $1,001 - $15,000
3. Mar 31, 2026Federal contract · $14.7M obligatedGeneral Services Administration awarded IBM: $14.7M obligated to date
4. Apr 20, 2026Federal contract · $24.4M obligatedDepartment of Defense awarded IBM: $24.4M obligated to date
5. Apr 21, 2026Federal contract · $33.6M obligatedDepartment of Defense awarded IBM: $33.6M obligated to date
6. May 15, 2026CongressDisclosed sale of IBM — reported range $15,001 - $50,000
7. May 21, 2026Congress · 1 personMembers of Congress: 2 purchases
8. Jun 10, 2026CongressDisclosed purchase of IBM — reported range $1,001 - $15,000
9. Jun 16, 2026Congress · 2 peopleMembers of Congress: 1 purchase, 1 sale
10. Jun 22, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations
11. Jul 1, 2026Federal contract · $8.8M obligatedDepartment of the Treasury awarded IBM: $8.8M obligated to date
12. Jul 14, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
13. Jul 15, 2026CongressDisclosed partial sale of IBM — reported range $1,001 - $15,000
14. Jul 16, 2026CongressDisclosed sale of IBM — reported range $1,001 - $15,000
15. Jul 17, 2026CongressDisclosed sale of IBM — reported range $1,001 - $15,000
16. Jul 22, 2026Company filing · Form 8-K · ResultsReported its results
17. Jul 22, 2026Federal contract · $15.3M obligatedDepartment of Homeland Security awarded IBM: $15.3M obligated to date

What came next

1. Aug 18, 2026CongressDisclosed purchase of IBM — reported range $1,001 - $15,000
2. Aug 24, 2026Congress · 1 personMembers of Congress: 2 sales
3. Aug 26, 2026InsiderOfficer sold ~$5.76M of IBM shares in the open market
4. Sep 4, 2026Congress · 1 personMembers of Congress: 2 sales
5. Sep 10, 2026CongressDisclosed purchase of IBM — reported range $1,001 - $15,000
6. Sep 28, 2026Federal contract · $130.4M obligatedSocial Security Administration awarded IBM: $130M obligated to date
7. Sep 30, 2026Federal contract · $8.0M obligatedSocial Security Administration awarded IBM: $8M obligated to date
8. Sep 30, 2026Federal contract · $14.0M obligatedDepartment of Homeland Security awarded IBM: $14M obligated to date
9. Oct 1, 2026Company filing · Form 8-K · Executive change, Bylaws or charterChanged a top executive or board member, and changed its bylaws, charter or fiscal year

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for IBM

For IBM, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 10 Congress trade reports, 74 fund holdings reports (13F) and 6 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its IBM page.

How this filing works

• SEC Form 13F

Other disclosures at IBM

• House Clerk periodic transaction reportOct 7, 2026
• House Clerk periodic transaction reportOct 7, 2026
• House Clerk periodic transaction reportOct 5, 2026
• USAspending.gov award recordSep 30, 2026
• USAspending.gov award recordSep 30, 2026
• USAspending.gov award recordSep 29, 2026

Everything OQRO holds on this company is on its IBM page.