IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Advisor OS, LLC · 15 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.26% (2025 Q2)

Avg. % of fund

0.15%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

15

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	9,889	+489	+5.2%	0.24%	$2.9M	$294.53
2025 Q3	ADDED	9,400	+9,000	+2250.0%	0.23%	$2.7M	$279.02
2025 Q3	REDUCED	400	-8,423	-95.5%	0.00%	$6K	$279.02
2025 Q2	ADDED	8,823	+8,423	+2105.8%	0.26%	$2.6M	$289.54

% of Fund (quarterly) IBM price (monthly, adj. close)

Other funds also holding IBM

As of 2025 Q4 — sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%

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