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Benedict Financial Advisors’s IBM IBM Stock Holding History

Benedict Financial 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
Q3 		– Sell
-773
Closed -$217K – 141
2026
Q2 		$217K Buy
+773
New +$195K 0.04% 136
2026
Q1 		– Sell
-3,941
Closed -$1.17M – 136
2025
Q4 		$1.17M Buy
3,941
+19
+0.5% +$5.69K 0.25% 100
2025
Q3 		$1.11M Buy
3,922
+167
+4% +$43.7K 0.24% 97
2025
Q2 		$1.11M Buy
3,755
+2
+0.1% +$515 0.25% 94
2025
Q1 		$933K Sell
3,753
-1,041
-22% -$255K 0.22% 96
2024
Q4 		$1.05M Buy
4,794
+327
+7% +$72.8K 0.26% 92
2024
Q3 		$988K Buy
4,467
+1,525
+52% +$299K 0.23% 96
2024
Q2 		$509K Buy
2,942
+1,300
+79% +$226K 0.13% 107
2024
Q1 		$314K Buy
1,642
+273
+20% +$49.8K 0.08% 115
2023
Q4 		$224K Buy
+1,369
New +$207K 0.06% 121
2016
Q1 		– Sell
-4,989
Closed -$656K – 98
2015
Q4 		$656K Sell
4,989
-50
-1% -$6.72K 0.42% 60
2015
Q3 		$698K Buy
5,039
+59
+1% +$8.71K 0.48% 60
2015
Q2 		$770K Buy
4,980
+53
+1% +$8.52K 0.5% 59
2015
Q1 		$765K Buy
4,927
+19
+0.4% +$2.88K 0.49% 59
2014
Q4 		$735K Buy
+4,908
New +$781K 0.48% 59

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Benedict Financial Advisors's IBM Position: Q3 2026 in Review

Benedict Financial Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 773 shares — an estimated $217K sold.

Benedict Financial Advisors first reported a position in IBM in Q4 2014 and held it in 15 quarters. The position peaked at $1.17M in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Benedict Financial Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Benedict Financial Advisors sold 773 IBM shares in Q3 2026, an estimated $217K.
  • Benedict Financial Advisors first reported a position in IBM in Q4 2014 and held it in 15 quarters.
  • Benedict Financial Advisors's IBM position peaked at $1.17M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.