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McCarley & Cook Financial Planners’s IBM IBM Stock Holding History

McCarley & Cook Financial Planners’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 		$39.4K Hold
179
– – 0.03% 103
2026
Q2 		$50.3K Hold
179
– – 0.04% 94
2026
Q1 		$43.4K Hold
179
– – 0.04% 101
2025
Q4 		$53K Buy
+179
New +$53.6K 0.05% 83

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

McCarley & Cook Financial Planners's IBM Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its IBM (IBM) position steady in Q3 2026 at 179 shares worth $39.4K. The position accounts for 0.03% of the portfolio, ranked #103.

McCarley & Cook Financial Planners first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $53K in Q4 2025. 1,191 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • McCarley & Cook Financial Planners held 179 shares of IBM worth $39.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.03% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #103 holding.
  • McCarley & Cook Financial Planners first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's IBM position peaked at $53K in Q4 2025.
  • 1,191 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.