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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
Q2 		$337K Buy
1,199
+89
+8% +$22.4K 0.21% 76
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 $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

Sound Financial Strategies Group's IBM Position: Q2 2026 in Review

Sound Financial Strategies Group increased its IBM (IBM) stake by 8% in Q2 2026, buying an estimated $22.4K and bringing the position to 1,199 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #76.

Sound Financial Strategies Group first reported a position in IBM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q2 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sound Financial Strategies Group held 1,199 shares of IBM worth $337K as of Q2 2026.
  • Sound Financial Strategies Group bought 89 IBM shares in Q2 2026, an estimated $22.4K.
  • IBM made up 0.21% of Sound Financial Strategies Group's portfolio in Q2 2026, its #76 holding.
  • Sound Financial Strategies Group first reported a position in IBM in Q2 2022 and has held it in 15 quarters since.
  • Sound Financial Strategies Group's IBM position peaked at $1.13M in Q2 2022.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.