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SC&H Financial Advisors’s IBM IBM Stock Holding History

SC&H Financial 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
2026
Q2 		$256K Sell
912
-176
-16% -$44.3K 0.03% 144
2026
Q1 		$264K Hold
1,088
– – 0.04% 133
2025
Q4 		$322K Buy
+1,088
New +$326K 0.05% 117

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SC&H Financial Advisors's IBM Position: Q2 2026 in Review

SC&H Financial Advisors reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $44.3K and leaving 912 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #144.

SC&H Financial Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SC&H Financial Advisors held 912 shares of IBM worth $256K as of Q2 2026.
  • SC&H Financial Advisors sold 176 IBM shares in Q2 2026, an estimated $44.3K.
  • IBM made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • SC&H Financial Advisors first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • SC&H Financial Advisors's IBM position peaked at $322K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.