St. Clair Advisors’s IBM IBM Stock Holding History

St. Clair 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	$3.94M	Buy	17,929 +1,628	+10%	+$387K	0.98%	18
2026 Q2	$4.58M	Hold	16,301	–	–	1.18%	17
2026 Q1	$3.95M	Hold	16,301	–	–	1.05%	17
2025 Q4	$4.83M	Hold	16,301	–	–	1.25%	13
2025 Q3	$4.6M	Hold	16,301	–	–	1.22%	13
2025 Q2	$4.81M	Hold	16,301	–	–	1.26%	12
2025 Q1	$4.05M	Hold	16,301	–	–	1.14%	12
2024 Q4	$3.58M	Hold	16,301	–	–	1.03%	18
2024 Q3	$3.6M	Hold	16,301	–	–	1.02%	17
2024 Q2	$2.82M	Hold	16,301	–	–	0.9%	21
2024 Q1	$3.11M	Hold	16,301	–	–	1.01%	18
2023 Q4	$2.67M	Hold	16,301	–	–	0.92%	21
2023 Q3	$2.29M	Hold	16,301	–	–	0.9%	21
2023 Q2	$2.18M	Buy	16,301 +2,148	+15%	+$277K	0.85%	20
2023 Q1	$1.86M	Buy	14,153 +8,292	+141%	+$1.11M	0.81%	23
2022 Q4	$826K	Buy	+5,861	New	+$808K	0.52%	26

Other funds holding IBM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

St. Clair Advisors's IBM Position: Q3 2026 in Review

St. Clair Advisors increased its IBM (IBM) stake by 10% in Q3 2026, buying an estimated $387K and bringing the position to 17,929 shares worth $3.94M. The position accounts for 0.98% of the portfolio, ranked #18.

St. Clair Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.83M in Q4 2025. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

St. Clair Advisors held 17,929 shares of IBM worth $3.94M as of Q3 2026.
St. Clair Advisors bought 1,628 IBM shares in Q3 2026, an estimated $387K.
IBM made up 0.98% of St. Clair Advisors's portfolio in Q3 2026, its #18 holding.
St. Clair Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
St. Clair Advisors's IBM position peaked at $4.83M in Q4 2025.
923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.