Strait & Sound Wealth Management’s IBM IBM Stock Holding History

Strait & Sound 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 Q1	$1.62M	Buy	6,692 +91	+1%	+$24.6K	0.6%	43
2025 Q4	$1.96M	Buy	6,601 +128	+2%	+$38.3K	0.73%	34
2025 Q3	$1.83M	Sell	6,473 -345	-5%	-$90.3K	0.7%	31
2025 Q2	$2.01M	Sell	6,818 -592	-8%	-$153K	0.85%	26
2025 Q1	$1.84M	Buy	7,410 +424	+6%	+$104K	0.86%	26
2024 Q4	$1.54M	Buy	6,986 +89	+1%	+$19.8K	0.71%	27
2024 Q3	$1.52M	Buy	6,897 +12	+0.2%	+$2.35K	0.74%	24
2024 Q2	$1.19M	Buy	6,885 +694	+11%	+$121K	0.61%	28
2024 Q1	$1.15M	Sell	6,191 -16	-0.3%	-$2.92K	0.64%	29
2023 Q4	$1.03M	Sell	6,207 -59	-0.9%	-$8.91K	0.64%	30
2023 Q3	$879K	Buy	6,266 +3,399	+119%	+$484K	0.75%	30
2023 Q2	$384K	Buy	2,867 +17	+0.6%	+$2.19K	0.38%	58
2023 Q1	$374K	Buy	2,850 +115	+4%	+$15.4K	0.37%	65
2022 Q4	$397K	Buy	+2,735	New	+$377K	0.43%	59

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return