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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
2026
Q2 		$8.29M Buy
+29,465
New +$7.42M 2.12% 13
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

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

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

SS&H Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 29,465 shares worth $8.29M. The stake represents 2.12% of the portfolio and ranks #13 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in IBM as recently as Q4 2025.

SS&H Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 16 quarters since. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SS&H Financial Advisors held 29,465 shares of IBM worth $8.29M as of Q2 2026.
  • IBM was a new SS&H Financial Advisors position in Q2 2026.
  • IBM made up 2.12% of SS&H Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • SS&H Financial Advisors first reported a position in IBM in Q1 2022 and has held it in 16 quarters since.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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