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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
Q2 		$1.84M Sell
6,554
-138
-2% -$34.8K 0.65% 42
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
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 $3.37T AUM 44.26% 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

Strait & Sound Wealth Management's IBM Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its IBM (IBM) stake by 2.1% in Q2 2026, selling an estimated $34.8K and leaving 6,554 shares worth $1.84M. The position accounts for 0.65% of the portfolio, ranked #42.

Strait & Sound Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q2 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strait & Sound Wealth Management held 6,554 shares of IBM worth $1.84M as of Q2 2026.
  • Strait & Sound Wealth Management sold 138 IBM shares in Q2 2026, an estimated $34.8K.
  • IBM made up 0.65% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Strait & Sound Wealth Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's IBM position peaked at $2.01M in Q2 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.