Hubbell Strickland Wealth Management’s IBM IBM Stock Holding History

Hubbell Strickland Wealth Management’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	$507K	Hold	1,804	–	–	0.18%	49
2026 Q1	$437K	Hold	1,804	–	–	0.17%	51
2025 Q4	$534K	Hold	1,804	–	–	0.22%	43
2025 Q3	$509K	Hold	1,804	–	–	0.21%	45
2025 Q2	$532K	Hold	1,804	–	–	0.23%	42
2025 Q1	$449K	Hold	1,804	–	–	0.21%	44
2024 Q4	$397K	Hold	1,804	–	–	0.19%	47
2024 Q3	$399K	Hold	1,804	–	–	0.19%	45
2024 Q2	$312K	Hold	1,804	–	–	0.16%	55
2024 Q1	$345K	Hold	1,804	–	–	0.17%	50
2023 Q4	$295K	Hold	1,804	–	–	0.16%	56
2023 Q3	$253K	Sell	1,804 -82	-4%	-$11.7K	0.15%	59
2023 Q2	$252K	Hold	1,886	–	–	0.15%	59
2023 Q1	$247K	Hold	1,886	–	–	0.15%	58
2022 Q4	$266K	Hold	1,886	–	–	0.16%	55
2022 Q3	$224K	Hold	1,886	–	–	0.16%	55
2022 Q2	$266K	Hold	1,886	–	–	0.18%	52
2022 Q1	$245K	Hold	1,886	–	–	0.15%	56
2021 Q4	$252K	Sell	1,886 -87	-4%	-$10.9K	0.14%	57
2021 Q3	$262K	Hold	1,973	–	–	0.16%	59
2021 Q2	$276K	Hold	1,973	–	–	0.17%	57
2021 Q1	$251K	Hold	1,973	–	–	0.16%	57
2020 Q4	$237K	Hold	1,973	–	–	0.16%	57
2020 Q3	$229K	Hold	1,973	–	–	0.18%	57
2020 Q2	$228K	Hold	1,973	–	–	0.19%	56
2020 Q1	$209K	Hold	1,973	–	–	0.21%	55
2019 Q4	$253K	Hold	1,973	–	–	0.2%	54
2019 Q3	$274K	Buy	+1,973	New	+$266K	0.24%	51

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Hubbell Strickland Wealth Management's IBM Position: Q2 2026 in Review

Hubbell Strickland Wealth Management held its IBM (IBM) position steady in Q2 2026 at 1,804 shares worth $507K. The position accounts for 0.18% of the portfolio, ranked #49.

Hubbell Strickland Wealth Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. The position peaked at $534K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Hubbell Strickland Wealth Management held 1,804 shares of IBM worth $507K as of Q2 2026.
Hubbell Strickland Wealth Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.18% of Hubbell Strickland Wealth Management's portfolio in Q2 2026, its #49 holding.
Hubbell Strickland Wealth Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
Hubbell Strickland Wealth Management's IBM position peaked at $534K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.