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SPC Financial Inc’s IBM IBM Stock Holding History

SPC Financial Inc’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 		$5.19M Buy
18,380
+45
+0.2% +$11.8K 0.41% 57
2025
Q2 		$5.4M Sell
18,335
-529
-3% -$136K 0.45% 52
2025
Q1 		$4.69M Buy
18,864
+600
+3% +$147K 0.41% 51
2024
Q4 		$4.01M Buy
18,264
+1,148
+7% +$256K 0.35% 58
2024
Q3 		$3.78M Buy
17,116
+479
+3% +$93.9K 0.33% 63
2024
Q2 		$2.88M Buy
16,637
+127
+0.8% +$22.1K 0.27% 66
2024
Q1 		$3.15M Sell
16,510
-36
-0.2% -$6.57K 0.3% 60
2023
Q4 		$2.71M Buy
16,546
+495
+3% +$74.8K 0.28% 57
2023
Q3 		$2.25M Buy
16,051
+81
+0.5% +$11.5K 0.25% 60
2023
Q2 		$2.14M Sell
15,970
-359
-2% -$46.3K 0.23% 61
2023
Q1 		$2.14M Buy
16,329
+553
+4% +$74K 0.24% 55
2022
Q4 		$2.22M Buy
15,776
+10,417
+194% +$1.44M 0.26% 58
2022
Q3 		$637K Buy
5,359
+425
+9% +$55.8K 0.08% 108
2022
Q2 		$697K Buy
4,934
+94
+2% +$12.7K 0.09% 107
2022
Q1 		$629K Buy
4,840
+220
+5% +$28.7K 0.07% 111
2021
Q4 		$618K Sell
4,620
-636
-12% -$79.8K 0.07% 107
2021
Q3 		$698K Buy
5,256
+121
+2% +$16.2K 0.09% 88
2021
Q2 		$720K Buy
5,135
+60
+1% +$8.21K 0.09% 88
2021
Q1 		$647K Buy
5,075
+366
+8% +$43.8K 0.09% 88
2020
Q4 		$567K Sell
4,709
-63
-1% -$7.28K 0.08% 99
2020
Q3 		$555K Buy
4,772
+262
+6% +$30.8K 0.1% 92
2020
Q2 		$521K Buy
4,510
+104
+2% +$12.1K 0.11% 86
2020
Q1 		$467K Buy
4,406
+206
+5% +$26.1K 0.12% 91
2019
Q4 		$538K Sell
4,200
-1,090
-21% -$142K 0.1% 86
2019
Q3 		$735K Buy
5,290
+168
+3% +$22.7K 0.16% 71
2019
Q2 		$675K Buy
5,122
+470
+10% +$61.7K 0.14% 79
2019
Q1 		$627K Buy
4,652
+210
+5% +$26.8K 0.13% 85
2018
Q4 		$483K Sell
4,442
-287
-6% -$34.4K 0.13% 81
2018
Q3 		$684K Hold
4,729
– – 0.14% 77
2018
Q2 		$632K Hold
4,729
– – 0.14% 79
2018
Q1 		$694K Sell
4,729
-288
-6% -$43.6K 0.16% 69
2017
Q4 		$736K Buy
5,017
+1,517
+43% +$221K 0.17% 70
2017
Q3 		$485K Buy
3,500
+1,360
+64% +$189K 0.12% 80
2017
Q2 		$315K Sell
2,140
-57
-3% -$8.59K 0.08% 88
2017
Q1 		$366K Sell
2,197
-794
-27% -$133K 0.1% 87
2016
Q4 		$475K Hold
2,991
– – 0.14% 76
2016
Q3 		$454K Sell
2,991
-20
-0.7% -$3.04K 0.15% 86
2016
Q2 		$437K Hold
3,011
– – 0.16% 85
2016
Q1 		$436K Hold
3,011
– – 0.17% 78
2015
Q4 		$396K Sell
3,011
-248
-8% -$33.3K 0.16% 81
2015
Q3 		$452K Sell
3,259
-251
-7% -$37.1K 0.19% 76
2015
Q2 		$546K Hold
3,510
– – 0.15% 77
2015
Q1 		$539K Sell
3,510
-11
-0.3% -$1.67K 0.15% 78
2014
Q4 		$540K Buy
3,521
+96
+3% +$15.3K 0.16% 72
2014
Q3 		$622K Sell
3,425
-42
-1% -$7.65K 0.18% 73
2014
Q2 		$601K Sell
3,467
-74
-2% -$13.3K 0.17% 75
2014
Q1 		$652K Buy
3,541
+420
+13% +$73.9K 0.2% 69
2013
Q4 		$560K Sell
3,121
-118
-4% -$20.3K 0.18% 75
2013
Q3 		$574K Sell
3,239
-196
-6% -$35.6K 0.2% 67
2013
Q2 		$628K Buy
+3,435
New +$669K 0.24% 64

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

SPC Financial Inc's IBM Position: Q3 2025 in Review

SPC Financial Inc increased its IBM (IBM) stake by 0.25% in Q3 2025, buying an estimated $11.8K and bringing the position to 18,380 shares worth $5.19M. The position accounts for 0.41% of the portfolio, ranked #57.

SPC Financial Inc first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.4M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • SPC Financial Inc held 18,380 shares of IBM worth $5.19M as of Q3 2025.
  • SPC Financial Inc bought 45 IBM shares in Q3 2025, an estimated $11.8K.
  • IBM made up 0.41% of SPC Financial Inc's portfolio in Q3 2025, its #57 holding.
  • SPC Financial Inc first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • SPC Financial Inc's IBM position peaked at $5.4M in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.