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Graves Light Lenhart Wealth’s IBM IBM Stock Holding History

Graves Light Lenhart Wealth’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 		$634K Sell
2,883
-120
-4% -$28.5K 0.06% 105
2026
Q2 		$844K Buy
3,003
+1
+0% +$252 0.08% 99
2026
Q1 		$728K Sell
3,002
-237
-7% -$64.1K 0.08% 99
2025
Q4 		$959K Sell
3,239
-67
-2% -$20.1K 0.1% 85
2025
Q3 		$933K Buy
3,306
+1
+0% +$262 0.1% 86
2025
Q2 		$974K Buy
3,305
+1
+0% +$258 0.12% 84
2025
Q1 		$822K Buy
3,304
+4
+0.1% +$978 0.1% 88
2024
Q4 		$725K Buy
3,300
+1
+0% +$223 0.09% 94
2024
Q3 		$729K Buy
3,299
+1
+0% +$196 0.09% 93
2024
Q2 		$577K Buy
3,298
+2
+0.1% +$348 0.07% 104
2024
Q1 		$629K Sell
3,296
-33
-1% -$6.02K 0.07% 98
2023
Q4 		$544K Buy
3,329
+1
+0% +$151 0.07% 105
2023
Q3 		$473K Buy
3,328
+2
+0.1% +$285 0.06% 107
2023
Q2 		$445K Buy
3,326
+1
+0% +$129 0.06% 115
2023
Q1 		$436K Buy
3,325
+2
+0.1% +$268 0.07% 109
2022
Q4 		$468K Sell
3,323
-326
-9% -$45K 0.07% 111
2022
Q3 		$434K Sell
3,649
-64
-2% -$8.4K 0.07% 111
2022
Q2 		$524K Sell
3,713
-93
-2% -$12.6K 0.08% 109
2022
Q1 		$495K Buy
3,806
+301
+9% +$39.3K 0.07% 114
2021
Q4 		$468K Sell
3,505
-159
-4% -$19.9K 0.07% 120
2021
Q3 		$487K Buy
3,664
+1
+0% +$134 0.08% 109
2021
Q2 		$513K Buy
3,663
+1
+0% +$137 0.08% 106
2021
Q1 		$466K Buy
3,662
+2
+0.1% +$239 0.08% 108
2020
Q4 		$440K Sell
3,660
-232
-6% -$26.8K 0.08% 103
2020
Q3 		$453K Buy
3,892
+2
+0.1% +$235 0.1% 93
2020
Q2 		$449K Buy
3,890
+1
+0% +$116 0.11% 94
2020
Q1 		$412K Sell
3,889
-243
-6% -$30.7K 0.11% 89
2019
Q4 		$529K Sell
4,132
-88
-2% -$11.4K 0.11% 97
2019
Q3 		$540K Sell
4,220
-702
-14% -$94.7K 0.12% 98
2019
Q2 		$649K Buy
4,922
+1,252
+34% +$164K 0.16% 81
2019
Q1 		$495K Sell
3,670
-10
-0.3% -$1.27K 0.13% 88
2018
Q4 		$400K Buy
+3,680
New +$442K 0.12% 93

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
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

Graves Light Lenhart Wealth's IBM Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its IBM (IBM) stake by 4% in Q3 2026, selling an estimated $28.5K and leaving 2,883 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #105.

Graves Light Lenhart Wealth first reported a position in IBM in Q4 2018 and has held it in 32 quarters since. The position peaked at $974K in Q2 2025. 165 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Graves Light Lenhart Wealth held 2,883 shares of IBM worth $634K as of Q3 2026.
  • Graves Light Lenhart Wealth sold 120 IBM shares in Q3 2026, an estimated $28.5K.
  • IBM made up 0.06% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #105 holding.
  • Graves Light Lenhart Wealth first reported a position in IBM in Q4 2018 and has held it in 32 quarters since.
  • Graves Light Lenhart Wealth's IBM position peaked at $974K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.