Strata Wealth Advisors
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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
Q3 		$265K Sell
1,206
-65
-5% -$15.4K 0.06% 85
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Strata Wealth Advisors's IBM Position: Q3 2026 in Review

Strata Wealth Advisors reduced its IBM (IBM) stake by 5.1% in Q3 2026, selling an estimated $15.4K and leaving 1,206 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #85.

Strata Wealth Advisors first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $422K in Q3 2025. 1,016 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Strata Wealth Advisors held 1,206 shares of IBM worth $265K as of Q3 2026.
  • Strata Wealth Advisors sold 65 IBM shares in Q3 2026, an estimated $15.4K.
  • IBM made up 0.06% of Strata Wealth Advisors's portfolio in Q3 2026, its #85 holding.
  • Strata Wealth Advisors first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Strata Wealth Advisors's IBM position peaked at $422K in Q3 2025.
  • 1,016 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.