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Strategic Advisors’s IBM IBM Stock Holding History

Strategic 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 		$2.13M Sell
7,587
-2,405
-24% -$606K 0.47% 43
2026
Q1 		$2.42M Buy
9,992
+658
+7% +$178K 0.4% 58
2025
Q4 		$2.77M Buy
9,334
+548
+6% +$164K 0.43% 56
2025
Q3 		$2.48M Buy
8,786
+408
+5% +$107K 0.4% 58
2025
Q2 		$2.47M Sell
8,378
-744
-8% -$192K 0.49% 46
2025
Q1 		$2.27M Buy
9,122
+1,398
+18% +$342K 0.44% 46
2024
Q4 		$1.7M Sell
7,724
-11,738
-60% -$2.61M 0.31% 65
2024
Q3 		$4.3M Buy
19,462
+65
+0.3% +$12.7K 0.8% 29
2024
Q2 		$3.35M Sell
19,397
-167
-0.9% -$29K 0.65% 37
2024
Q1 		$3.74M Sell
19,564
-3,751
-16% -$684K 0.74% 30
2023
Q4 		$3.81M Buy
23,315
+2,138
+10% +$323K 0.72% 29
2023
Q3 		$2.97M Buy
21,177
+400
+2% +$56.9K 0.59% 41
2023
Q2 		$2.78M Hold
20,777
– – 0.53% 46
2023
Q1 		$2.72M Buy
20,777
+5,803
+39% +$776K 0.55% 42
2022
Q4 		$2.11M Buy
14,974
+496
+3% +$68.4K 0.47% 49
2022
Q3 		$1.72M Buy
14,478
+312
+2% +$40.9K 0.38% 60
2022
Q2 		$2M Buy
14,166
+2,163
+18% +$292K 0.42% 54
2022
Q1 		$1.56M Buy
12,003
+479
+4% +$62.5K 0.27% 78
2021
Q4 		$1.54M Buy
+11,524
New +$1.45M 0.22% 85
2020
Q2 		– Sell
-2,748
Closed -$313K – 152
2020
Q1 		$313K Sell
2,748
-91
-3% -$11.5K 0.14% 110
2019
Q4 		$364K Buy
2,839
+14
+0.5% +$1.82K 0.13% 130
2019
Q3 		$393K Buy
2,825
+4
+0.1% +$540 0.15% 123
2019
Q2 		$371K Sell
2,821
-20
-0.7% -$2.63K 0.14% 123
2019
Q1 		$383K Buy
2,841
+12
+0.4% +$1.53K 0.15% 120
2018
Q4 		$307K Buy
2,829
+674
+31% +$80.9K 0.13% 117
2018
Q3 		$311K Buy
2,155
+2
+0.1% +$279 0.11% 126
2018
Q2 		$287K Sell
2,153
-234
-10% -$32.6K 0.12% 123
2018
Q1 		$350K Buy
2,387
+335
+16% +$50.7K 0.14% 110
2017
Q4 		$301K Sell
2,052
-112
-5% -$16.3K 0.12% 118
2017
Q3 		$300K Sell
2,164
-521
-19% -$72.6K 0.13% 129
2017
Q2 		$395K Sell
2,685
-2,683
-50% -$404K 0.18% 108
2017
Q1 		$894K Buy
5,368
+2
+0% +$335 0.42% 69
2016
Q4 		$852K Buy
5,366
+1
+0% +$152 0.45% 70
2016
Q3 		$815K Buy
5,365
+54
+1% +$8.2K 0.46% 73
2016
Q2 		$771K Buy
5,311
+10
+0.2% +$1.43K 0.44% 74
2016
Q1 		$768K Sell
5,301
-7,529
-59% -$962K 0.44% 72
2015
Q4 		$1.69M Sell
12,830
-830
-6% -$112K 1.1% 27
2015
Q3 		$1.89M Sell
13,660
-1,728
-11% -$255K 1.31% 24
2015
Q2 		$2.39M Buy
15,388
+9,462
+160% +$1.52M 1.53% 19
2015
Q1 		$1.03M Sell
5,926
-9,030
-60% -$1.37M 0.66% 51
2014
Q4 		$2.29M Buy
14,956
+9,156
+158% +$1.46M 1.5% 20
2014
Q3 		$1.05M Sell
5,800
-126
-2% -$23K 0.69% 49
2014
Q2 		$1.03M Sell
5,926
-271
-4% -$48.8K 0.66% 51
2014
Q1 		$1.14M Buy
6,197
+2
+0% +$352 0.76% 46
2013
Q4 		$1.11M Buy
6,195
+137
+2% +$23.6K 0.76% 46
2013
Q3 		$1.07M Buy
6,058
+13
+0.2% +$2.36K 0.88% 42
2013
Q2 		$1.1M Buy
+6,045
New +$1.18M 0.99% 32

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

Strategic Advisors's IBM Position: Q2 2026 in Review

Strategic Advisors reduced its IBM (IBM) stake by 24% in Q2 2026, selling an estimated $606K and leaving 7,587 shares worth $2.13M. The position accounts for 0.47% of the portfolio, ranked #43.

Strategic Advisors first reported a position in IBM in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.3M in Q3 2024. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strategic Advisors held 7,587 shares of IBM worth $2.13M as of Q2 2026.
  • Strategic Advisors sold 2,405 IBM shares in Q2 2026, an estimated $606K.
  • IBM made up 0.47% of Strategic Advisors's portfolio in Q2 2026, its #43 holding.
  • Strategic Advisors first reported a position in IBM in Q2 2013 and has held it in 47 quarters since.
  • Strategic Advisors's IBM position peaked at $4.3M in Q3 2024.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.