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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

St. Clair Advisors's IBM Position: Q2 2026 in Review

St. Clair Advisors held its IBM (IBM) position steady in Q2 2026 at 16,301 shares worth $4.58M. The position accounts for 1.18% of the portfolio, ranked #17.

St. Clair Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.83M in Q4 2025. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

St. Clair Advisors held 16,301 shares of IBM worth $4.58M as of Q2 2026.
St. Clair Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 1.18% of St. Clair Advisors's portfolio in Q2 2026, its #17 holding.
St. Clair Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
St. Clair Advisors's IBM position peaked at $4.83M in Q4 2025.
984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.