B.A. Schrock Wealth Management, Inc.’s IBM IBM Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$1.39M	Buy	+6,176	New	+$1.47M	0.51%	58

Other funds holding IBM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BVL

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s IBM Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in IBM (IBM) in Q3 2026: 6,176 shares worth $1.39M. The stake represents 0.51% of the portfolio and ranks #58 among its holdings.

507 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 6,176 shares of IBM worth $1.39M as of Q3 2026.
IBM was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
IBM made up 0.51% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #58 holding.
507 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.