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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
2024
Q4 		– Sell
-2,706
Closed -$598K – 187
2024
Q3 		$598K Buy
+2,706
New +$531K 0.15% 65
2024
Q2 		– Sell
-2,699
Closed -$515K – 160
2024
Q1 		$515K Buy
+2,699
New +$492K 0.16% 58

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
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.