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Oak Hill Wealth Advisors, LLC

SEC CIK
0001964849
Latest filing
Oct 30, 2025

IBM holding history

International Business Machines Corp in every 13F filed by Oak Hill Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q3 2025 holdings

Shares (Q3 2025)
5,394
Value
$1.52M
% of portfolio
0.3%
Quarters held
10
Since Q4 2022
Holdings of IBM by Oak Hill Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20255,394$1.52M0.3%00.0%UnchangedHolders
Q2 20255,394$1.57M0.3%−781−12.6%ReducedHolders
Q1 20256,175$1.54M0.4%+3,054+97.9%AddedHolders
Q4 20243,121$686.1K0.2%+3,121NewHolders
Q3 20240$00.0%−2,706−100.0%Sold outHolders
Q2 20242,706$468.1K0.1%+2,706NewHolders
Q1 20240$00.0%−2,844−100.0%Sold outHolders
Q4 20232,844$465.2K0.2%−12−0.4%ReducedHolders
Q3 20232,856$400.8K0.2%+8+0.3%AddedHolders
Q2 20232,848$381.1K0.1%+13+0.5%AddedHolders
Q1 20232,835$371.6K0.1%−627−18.1%ReducedHolders
Q4 20223,462$487.8K0.2%–No prior filingHolders