Oak Hill Wealth Advisors’s IBM IBM Stock Holding History

Oak Hill Wealth 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
2025 Q3	$1.52M	Hold	5,394	–	–	0.29%	52
2025 Q2	$1.57M	Sell	5,394 -781	-13%	-$201K	0.32%	44
2025 Q1	$1.54M	Buy	6,175 +3,054	+98%	+$747K	0.36%	41
2024 Q4	$686K	Buy	+3,121	New	+$695K	0.16%	64
2024 Q3	–	Sell	-2,706	Closed	-$531K	–	165
2024 Q2	$468K	Buy	+2,706	New	+$470K	0.14%	69
2024 Q1	–	Sell	-2,844	Closed	-$519K	–	152
2023 Q4	$465K	Sell	2,844 -12	-0.4%	-$1.81K	0.16%	62
2023 Q3	$401K	Buy	2,856 +8	+0.3%	+$1.14K	0.15%	69
2023 Q2	$381K	Buy	2,848 +13	+0.5%	+$1.68K	0.14%	73
2023 Q1	$372K	Sell	2,835 -627	-18%	-$83.9K	0.15%	75
2022 Q4	$488K	Buy	+3,462	New	+$478K	0.2%	66

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Oak Hill Wealth Advisors's IBM Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its IBM (IBM) position steady in Q3 2025 at 5,394 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #52.

Oak Hill Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.57M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Oak Hill Wealth Advisors held 5,394 shares of IBM worth $1.52M as of Q3 2025.
Oak Hill Wealth Advisors left its IBM share count unchanged in Q3 2025.
IBM made up 0.29% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #52 holding.
Oak Hill Wealth Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's IBM position peaked at $1.57M in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.