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Dickmeyer Boyce Financial Management’s IBM IBM Stock Holding History

Dickmeyer Boyce Financial Management’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
-870
Closed -$245K – 130
2026
Q2 		$245K Buy
870
+2
+0.2% +$504 0.13% 119
2026
Q1 		$210K Buy
+868
New +$235K 0.12% 117

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Dickmeyer Boyce Financial Management's IBM Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management sold out of IBM (IBM) in Q3 2026, closing a stake of 870 shares — an estimated $245K sold.

Dickmeyer Boyce Financial Management first reported a position in IBM in Q1 2026 and held it in 2 quarters. The position peaked at $245K in Q2 2026. 124 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Dickmeyer Boyce Financial Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Dickmeyer Boyce Financial Management sold 870 IBM shares in Q3 2026, an estimated $245K.
  • Dickmeyer Boyce Financial Management first reported a position in IBM in Q1 2026 and held it in 2 quarters.
  • Dickmeyer Boyce Financial Management's IBM position peaked at $245K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.