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Strategic Advocates’s IBM IBM Stock Holding History

Strategic Advocates’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 		$102K Sell
361
-30
-8% -$7.56K 0.39% 58
2026
Q1 		$94.8K Sell
391
-1,748
-82% -$473K 0.42% 53
2025
Q4 		$646K Sell
2,139
-129
-6% -$38.6K 0.17% 59
2025
Q3 		$640K Buy
2,268
+292
+15% +$76.4K 0.17% 63
2025
Q2 		$582K Buy
1,976
+127
+7% +$32.7K 0.17% 70
2025
Q1 		$460K Sell
1,849
-276
-13% -$67.5K 0.16% 72
2024
Q4 		$467K Sell
2,125
-545
-20% -$121K 0.16% 68
2024
Q3 		$590K Buy
2,670
+1,372
+106% +$269K 0.21% 67
2024
Q2 		$224K Buy
+1,298
New +$226K 0.09% 107
2024
Q1 		– Sell
-1,450
Closed -$237K – 151
2023
Q4 		$237K Sell
1,450
-171
-11% -$25.8K 0.1% 129
2023
Q3 		$227K Buy
+1,621
New +$231K 0.11% 129

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 Advocates's IBM Position: Q2 2026 in Review

Strategic Advocates reduced its IBM (IBM) stake by 7.7% in Q2 2026, selling an estimated $7.56K and leaving 361 shares worth $102K. The position accounts for 0.39% of the portfolio, ranked #58.

Strategic Advocates first reported a position in IBM in Q3 2023 and has held it in 11 quarters since. The position peaked at $646K in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strategic Advocates held 361 shares of IBM worth $102K as of Q2 2026.
  • Strategic Advocates sold 30 IBM shares in Q2 2026, an estimated $7.56K.
  • IBM made up 0.39% of Strategic Advocates's portfolio in Q2 2026, its #58 holding.
  • Strategic Advocates first reported a position in IBM in Q3 2023 and has held it in 11 quarters since.
  • Strategic Advocates's IBM position peaked at $646K in Q4 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.