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Droms Strauss Advisors’s IBM IBM Stock Holding History

Droms Strauss Advisors’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
Q2 		$233K Hold
828
– – 0.05% 77
2026
Q1 		$201K Sell
828
-29
-3% -$7.85K 0.05% 77
2025
Q4 		$254K Hold
857
– – 0.07% 71
2025
Q3 		$242K Buy
857
+45
+6% +$11.8K 0.07% 66
2025
Q2 		$239K Buy
+812
New +$209K 0.07% 65

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Droms Strauss Advisors's IBM Position: Q2 2026 in Review

Droms Strauss Advisors held its IBM (IBM) position steady in Q2 2026 at 828 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #77.

Droms Strauss Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $254K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Droms Strauss Advisors held 828 shares of IBM worth $233K as of Q2 2026.
  • Droms Strauss Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.05% of Droms Strauss Advisors's portfolio in Q2 2026, its #77 holding.
  • Droms Strauss Advisors first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Droms Strauss Advisors's IBM position peaked at $254K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Droms Strauss Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.