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

SS&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
2025
Q4 		$7.38M Buy
24,910
+95
+0.4% +$28.5K 2.15% 10
2025
Q3 		$7M Sell
24,815
-400
-2% -$105K 2.13% 9
2025
Q2 		$7.43M Buy
25,215
+400
+2% +$103K 2.48% 9
2025
Q1 		$6.17M Sell
24,815
-250
-1% -$61.2K 2.3% 8
2024
Q4 		$5.51M Sell
25,065
-70
-0.3% -$15.6K 2.01% 10
2024
Q3 		$5.56M Sell
25,135
-50
-0.2% -$9.8K 2.02% 10
2024
Q2 		$4.36M Hold
25,185
– – 1.7% 12
2024
Q1 		$4.81M Sell
25,185
-1,205
-5% -$220K 2% 11
2023
Q4 		$4.32M Sell
26,390
-870
-3% -$131K 1.83% 15
2023
Q3 		$3.83M Buy
+27,260
New +$3.88M 1.79% 14
2023
Q1 		$3.71M Buy
28,329
+800
+3% +$107K 1.7% 14
2022
Q4 		$3.88M Sell
27,529
-100
-0.4% -$13.8K 1.85% 13
2022
Q3 		$3.28M Sell
27,629
-25
-0.1% -$3.28K 1.7% 16
2022
Q2 		$3.9M Sell
27,654
-1,450
-5% -$196K 1.8% 14
2022
Q1 		$3.78M Buy
+29,104
New +$3.8M 1.48% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SS&H Financial Advisors's IBM Position: Q4 2025 in Review

SS&H Financial Advisors increased its IBM (IBM) stake by 0.38% in Q4 2025, buying an estimated $28.5K and bringing the position to 24,910 shares worth $7.38M. The position accounts for 2.15% of the portfolio, ranked #10.

SS&H Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.43M in Q2 2025. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • SS&H Financial Advisors held 24,910 shares of IBM worth $7.38M as of Q4 2025.
  • SS&H Financial Advisors bought 95 IBM shares in Q4 2025, an estimated $28.5K.
  • IBM made up 2.15% of SS&H Financial Advisors's portfolio in Q4 2025, its #10 holding.
  • SS&H Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
  • SS&H Financial Advisors's IBM position peaked at $7.43M in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.