Schneider Downs Wealth Management Advisors’s IBM IBM Stock Holding History

Schneider Downs Wealth Management 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	$356K	Buy	1,618 +235	+17%	+$55.8K	0.03%	125
2026 Q2	$389K	Sell	1,383 -75	-5%	-$18.9K	0.04%	119
2026 Q1	$353K	Hold	1,458	–	–	0.04%	116
2025 Q4	$432K	Sell	1,458 -100	-6%	-$29.9K	0.05%	108
2025 Q3	$440K	Sell	1,558 -3	-0.2%	-$785	0.05%	105
2025 Q2	$460K	Sell	1,561 -53	-3%	-$13.7K	0.07%	96
2025 Q1	$401K	Hold	1,614	–	–	0.07%	97
2024 Q4	$355K	Hold	1,614	–	–	0.07%	102
2024 Q3	$357K	Hold	1,614	–	–	0.07%	101
2024 Q2	$279K	Hold	1,614	–	–	0.06%	106
2024 Q1	$308K	Buy	1,614 +68	+4%	+$12.4K	0.07%	102
2023 Q4	$253K	Buy	+1,546	New	+$234K	0.07%	98

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IBM Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors increased its IBM (IBM) stake by 17% in Q3 2026, buying an estimated $55.8K and bringing the position to 1,618 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #125.

Schneider Downs Wealth Management Advisors first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $460K in Q2 2025. 2,684 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Schneider Downs Wealth Management Advisors held 1,618 shares of IBM worth $356K as of Q3 2026.
Schneider Downs Wealth Management Advisors bought 235 IBM shares in Q3 2026, an estimated $55.8K.
IBM made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #125 holding.
Schneider Downs Wealth Management Advisors first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
Schneider Downs Wealth Management Advisors's IBM position peaked at $460K in Q2 2025.
2,684 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.