IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  31 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported INTERNATIONAL BUSINESS MACHS (IBM) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.09% in 2025 Q2. The latest visible filing shows IBM at 2.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steigerwald, Gordon & Koch Inc.'s position in INTERNATIONAL BUSINESS MACHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBM was reported at 2.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBM stock page Steigerwald, Gordon & Koch Inc. fund profile Steigerwald, Gordon & Koch Inc. full holdings
How Steigerwald, Gordon & Koch Inc. held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 96,671 -2,381 -2.4% 2.75% $28.6M 2026-02-14 (Est.) $262.38
2025 Q3 REDUCED 99,052 -447 -0.4% 2.68% $27.9M 2025-10-23 $281.83
2025 Q2 REDUCED 99,499 -92 -0.1% 3.09% $29.3M 2025-07-14 $278.75
2025 Q1 REDUCED 99,591 -1,649 -1.6% 2.76% $24.8M 2025-04-10 $223.98
2024 Q4 REDUCED 101,240 -322 -0.3% 2.51% $22.3M 2025-01-16 $215.82
2024 Q3 ADDED 101,562 +2,267 +2.3% 2.45% $22.5M 2024-10-09 $225.33
2024 Q2 ADDED 99,295 +3,375 +3.5% 2.08% $17.2M 2024-08-07 $178.09
2024 Q1 ADDED 95,920 +1,324 +1.4% 2.28% $18.3M 2024-04-16 $173.46
2023 Q4 ADDED 94,596 +1,356 +1.5% 2.09% $15.5M 2024-01-16 $156.19
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2025 Q4 — sorted by position size

SPG ADVISORS LLC 8.15% DB&C Advisors, LLC 6.56% Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% FIDELITY D & D BANCORP INC 5.11% Royal Palms Capital LLC 4.89% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62%

FAQ About Steigerwald, Gordon & Koch Inc. and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steigerwald, Gordon & Koch Inc. reported owning IBM?

Steigerwald, Gordon & Koch Inc. reported IBM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBM position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for IBM was 3.09% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 96,671 shares, equal to 2.75% of portfolio, with an estimated market value of $28.6M.

What does the chart on this IBM ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'s quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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