Vaughan & Co Securities
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Vaughan & Co Securities’s IBM IBM Stock Holding History

Vaughan & Co Securities’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 		$585K Sell
2,658
-206
-7% -$48.9K 0.28% 40
2026
Q2 		$805K Sell
2,864
-171
-6% -$43.1K 0.38% 27
2026
Q1 		$736K Sell
3,035
-106
-3% -$28.7K 0.38% 31
2025
Q4 		$930K Sell
3,141
-220
-7% -$65.9K 0.48% 18
2025
Q3 		$948K Buy
3,361
+127
+4% +$33.2K 0.5% 18
2025
Q2 		$953K Buy
3,234
+53
+2% +$13.7K 0.55% 18
2025
Q1 		$791K Sell
3,181
-962
-23% -$235K 0.49% 22
2024
Q4 		$911K Sell
4,143
-212
-5% -$47.2K 0.55% 19
2024
Q3 		$963K Sell
4,355
-95
-2% -$18.6K 0.57% 18
2024
Q2 		$770K Sell
4,450
-231
-5% -$40.1K 0.49% 22
2024
Q1 		$894K Sell
4,681
-598
-11% -$109K 0.57% 18
2023
Q4 		$863K Sell
5,279
-824
-14% -$125K 0.58% 20
2023
Q3 		$856K Hold
6,103
– – 0.64% 19
2023
Q2 		$817K Sell
6,103
-25
-0.4% -$3.23K 0.58% 21
2023
Q1 		$803K Buy
6,128
+17
+0.3% +$2.27K 0.6% 21
2022
Q4 		$861K Sell
6,111
-278
-4% -$38.3K 0.69% 18
2022
Q3 		$759K Sell
6,389
-128
-2% -$16.8K 0.66% 15
2022
Q2 		$920K Sell
6,517
-419
-6% -$56.6K 0.74% 15
2022
Q1 		$902K Sell
6,936
-205
-3% -$26.7K 0.62% 18
2021
Q4 		$954K Buy
7,141
+977
+16% +$123K 0.65% 13
2021
Q3 		$819K Hold
6,164
– – 0.61% 17
2021
Q2 		$864K Hold
6,164
– – 0.64% 14
2021
Q1 		$785K Buy
+6,164
New +$738K 0.63% 13
2020
Q2 		– Sell
-1,146
Closed -$122K – 91
2020
Q1 		$122K Hold
1,146
– – 0.15% 54
2019
Q4 		$147K Buy
+1,146
New +$149K 0.13% 57

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vaughan & Co Securities's IBM Position: Q3 2026 in Review

Vaughan & Co Securities reduced its IBM (IBM) stake by 7.2% in Q3 2026, selling an estimated $48.9K and leaving 2,658 shares worth $585K. The position accounts for 0.28% of the portfolio, ranked #40.

Vaughan & Co Securities first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $963K in Q3 2024. 1,109 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Vaughan & Co Securities held 2,658 shares of IBM worth $585K as of Q3 2026.
  • Vaughan & Co Securities sold 206 IBM shares in Q3 2026, an estimated $48.9K.
  • IBM made up 0.28% of Vaughan & Co Securities's portfolio in Q3 2026, its #40 holding.
  • Vaughan & Co Securities first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • Vaughan & Co Securities's IBM position peaked at $963K in Q3 2024.
  • 1,109 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Vaughan & Co Securities's 13F filing for Q3 2026, filed 23 Oct 2026.