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Sound Financial Strategies Group’s IBM IBM Stock Holding History

Sound Financial Strategies Group’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
Q1 		$269K Sell
1,110
-1,530
-58% -$414K 0.18% 86
2025
Q4 		$782K Buy
2,640
+145
+6% +$43.4K 0.55% 42
2025
Q3 		$704K Sell
2,495
-460
-16% -$120K 0.51% 62
2025
Q2 		$871K Buy
2,955
+96
+3% +$24.7K 0.74% 28
2025
Q1 		$711K Sell
2,859
-1,429
-33% -$350K 0.63% 64
2024
Q4 		$943K Buy
4,288
+308
+8% +$68.6K 0.79% 15
2024
Q3 		$880K Buy
3,980
+46
+1% +$9.02K 0.71% 19
2024
Q2 		$680K Buy
3,934
+133
+3% +$23.1K 0.59% 46
2024
Q1 		$726K Sell
3,801
-109
-3% -$19.9K 0.6% 16
2023
Q4 		$639K Sell
3,910
-2,483
-39% -$375K 0.54% 23
2023
Q3 		$897K Sell
6,393
-447
-7% -$63.6K 0.74% 27
2023
Q2 		$915K Buy
+6,840
New +$883K 0.67% 41
2023
Q1 		– Sell
-7,621
Closed -$1.07M – 72
2022
Q4 		$1.07M Buy
+7,621
New +$1.05M 0.78% 28
2022
Q3 		– Sell
-7,984
Closed -$1.13M – 40
2022
Q2 		$1.13M Buy
+7,984
New +$1.08M 0.88% 13

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sound Financial Strategies Group's IBM Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its IBM (IBM) stake by 58% in Q1 2026, selling an estimated $414K and leaving 1,110 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #86.

Sound Financial Strategies Group first reported a position in IBM in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.13M in Q2 2022. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sound Financial Strategies Group held 1,110 shares of IBM worth $269K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,530 IBM shares in Q1 2026, an estimated $414K.
  • IBM made up 0.18% of Sound Financial Strategies Group's portfolio in Q1 2026, its #86 holding.
  • Sound Financial Strategies Group first reported a position in IBM in Q2 2022 and has held it in 14 quarters since.
  • Sound Financial Strategies Group's IBM position peaked at $1.13M in Q2 2022.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.