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Strata Wealth Advisors’s IBM IBM Stock Holding History

Strata Wealth Advisors’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 		$357K Buy
1,271
+66
+5% +$16.6K 0.09% 68
2026
Q1 		$292K Buy
1,205
+2
+0.2% +$541 0.08% 76
2025
Q4 		$356K Sell
1,203
-292
-20% -$87.5K 0.1% 62
2025
Q3 		$422K Buy
+1,495
New +$391K 0.11% 65

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

Strata Wealth Advisors's IBM Position: Q2 2026 in Review

Strata Wealth Advisors increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 1,271 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #68.

Strata Wealth Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $422K in Q3 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strata Wealth Advisors held 1,271 shares of IBM worth $357K as of Q2 2026.
  • Strata Wealth Advisors bought 66 IBM shares in Q2 2026, an estimated $16.6K.
  • IBM made up 0.09% of Strata Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Strata Wealth Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Strata Wealth Advisors's IBM position peaked at $422K in Q3 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.