Summit Financial Strategies’s IBM IBM Stock Holding History

Summit Financial Strategies’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	$203K	Buy	924 +195	+27%	+$46.3K	0.01%	153
2026 Q2	$205K	Buy	+729	New	+$184K	0.01%	161
2026 Q1	–	Sell	-795	Closed	-$235K	–	174
2025 Q4	$235K	Buy	795 +66	+9%	+$19.8K	0.02%	142
2025 Q3	$206K	Sell	729 -70	-9%	-$18.3K	0.02%	148
2025 Q2	$236K	Buy	+799	New	+$206K	0.02%	133
2022 Q4	–	Sell	-1,850	Closed	-$220K	–	125
2022 Q3	$220K	Buy	1,850 +154	+9%	+$20.2K	0.05%	107
2022 Q2	$239K	Buy	+1,696	New	+$229K	0.06%	102
2017 Q3	–	Sell	-1,621	Closed	-$238K	–	56
2017 Q2	$238K	Buy	1,621 +143	+10%	+$21.6K	0.14%	43
2017 Q1	$246K	Hold	1,478	–	–	0.18%	32
2016 Q4	$235K	Buy	+1,478	New	+$225K	0.16%	36
2015 Q2	–	Sell	-1,482	Closed	-$227K	–	45
2015 Q1	$227K	Sell	1,482 -48	-3%	-$7.28K	0.18%	36
2014 Q4	$235K	Buy	+1,530	New	+$243K	0.19%	36

Other funds holding IBM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BVL

Beau Ventures, LLc Pittsford, New York $1.06B AUM 83.06% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Summit Financial Strategies's IBM Position: Q3 2026 in Review

Summit Financial Strategies increased its IBM (IBM) stake by 27% in Q3 2026, buying an estimated $46.3K and bringing the position to 924 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #153.

Summit Financial Strategies first reported a position in IBM in Q4 2014 and has held it in 12 quarters since. The position peaked at $246K in Q1 2017. 420 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Summit Financial Strategies held 924 shares of IBM worth $203K as of Q3 2026.
Summit Financial Strategies bought 195 IBM shares in Q3 2026, an estimated $46.3K.
IBM made up 0.01% of Summit Financial Strategies's portfolio in Q3 2026, its #153 holding.
Summit Financial Strategies first reported a position in IBM in Q4 2014 and has held it in 12 quarters since.
Summit Financial Strategies's IBM position peaked at $246K in Q1 2017.
420 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.