BFS
IBM icon

Burkett Financial Services’s IBM IBM Stock Holding History

Burkett Financial Services’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 		$99.6K Buy
452
+3
+0.7% +$712 0.03% 89
2026
Q2 		$126K Buy
449
+3
+0.7% +$756 0.04% 64
2026
Q1 		$108K Buy
446
+3
+0.7% +$812 0.04% 68
2025
Q4 		$132K Buy
443
+1
+0.2% +$299 0.04% 62
2025
Q3 		$125K Buy
442
+3
+0.7% +$785 0.04% 66
2025
Q2 		$129K Buy
439
+3
+0.7% +$773 0.05% 60
2025
Q1 		$108K Buy
436
+3
+0.7% +$734 0.04% 64
2024
Q4 		$95.3K Buy
433
+3
+0.7% +$668 0.04% 65
2024
Q3 		$95.1K Buy
430
+3
+0.7% +$588 0.04% 62
2024
Q2 		$73.8K Buy
427
+4
+0.9% +$695 0.04% 62
2024
Q1 		$80.7K Buy
423
+4
+1% +$730 0.04% 68
2023
Q4 		$68.5K Buy
+419
New +$63.3K 0.04% 75

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

Burkett Financial Services's IBM Position: Q3 2026 in Review

Burkett Financial Services increased its IBM (IBM) stake by 0.67% in Q3 2026, buying an estimated $712 and bringing the position to 452 shares worth $99.6K. The position accounts for 0.03% of the portfolio, ranked #89.

Burkett Financial Services first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $132K in Q4 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Burkett Financial Services held 452 shares of IBM worth $99.6K as of Q3 2026.
  • Burkett Financial Services bought 3 IBM shares in Q3 2026, an estimated $712.
  • IBM made up 0.03% of Burkett Financial Services's portfolio in Q3 2026, its #89 holding.
  • Burkett Financial Services first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's IBM position peaked at $132K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.