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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
Q3 		$201K Hold
912
– – 0.03% 158
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BVL
Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 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

SC&H Financial Advisors's IBM Position: Q3 2026 in Review

SC&H Financial Advisors held its IBM (IBM) position steady in Q3 2026 at 912 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #158.

SC&H Financial Advisors first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $322K in Q4 2025. 420 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • SC&H Financial Advisors held 912 shares of IBM worth $201K as of Q3 2026.
  • SC&H Financial Advisors left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.03% of SC&H Financial Advisors's portfolio in Q3 2026, its #158 holding.
  • SC&H Financial Advisors first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
  • SC&H Financial Advisors's IBM position peaked at $322K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.