Strategic Blueprint
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Strategic Blueprint’s IBM IBM Stock Holding History

Strategic Blueprint’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 		$1.96M Sell
8,904
-643
-7% -$153K 0.1% 204
2026
Q2 		$2.68M Sell
9,547
-24
-0.3% -$6.05K 0.13% 160
2026
Q1 		$2.32M Buy
9,571
+36
+0.4% +$9.7K 0.13% 162
2025
Q4 		$2.82M Sell
9,535
-3,435
-26% -$1.03M 0.17% 134
2025
Q3 		$3.66M Buy
12,970
+4,109
+46% +$1.08M 0.16% 136
2025
Q2 		$2.61M Sell
8,861
-61
-0.7% -$15.7K 0.13% 165
2025
Q1 		$2.22M Buy
8,922
+172
+2% +$42.1K 0.12% 164
2024
Q4 		$1.92M Sell
8,750
-181
-2% -$40.3K 0.11% 157
2024
Q3 		$1.97M Sell
8,931
-182
-2% -$35.7K 0.12% 155
2024
Q2 		$1.58M Buy
9,113
+2,364
+35% +$411K 0.11% 175
2024
Q1 		$1.29M Buy
6,749
+329
+5% +$60K 0.09% 207
2023
Q4 		$1.05M Sell
6,420
-109
-2% -$16.5K 0.09% 216
2023
Q3 		$916K Sell
6,529
-255
-4% -$36.3K 0.08% 228
2023
Q2 		$908K Buy
6,784
+503
+8% +$64.9K 0.09% 208
2023
Q1 		$823K Buy
6,281
+396
+7% +$53K 0.08% 226
2022
Q4 		$829K Buy
5,885
+127
+2% +$17.5K 0.1% 222
2022
Q3 		$684K Buy
5,758
+327
+6% +$42.9K 0.08% 232
2022
Q2 		$767K Buy
5,431
+3,751
+223% +$506K 0.09% 208
2022
Q1 		$218K Sell
1,680
-10
-0.6% -$1.3K 0.03% 458
2021
Q4 		$226K Buy
+1,690
New +$212K 0.03% 442
2021
Q3 		– Sell
-480
Closed -$67K – 820
2021
Q2 		$67K Buy
+480
New +$65.6K 0.01% 562
2020
Q4 		– Sell
-3,201
Closed -$372K – 249
2020
Q3 		$372K Buy
+3,201
New +$377K 0.12% 150
2019
Q4 		– Sell
-392
Closed -$55K – 234
2019
Q3 		$55K Buy
+392
New +$52.9K 0.04% 144

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Strategic Blueprint's IBM Position: Q3 2026 in Review

Strategic Blueprint reduced its IBM (IBM) stake by 6.7% in Q3 2026, selling an estimated $153K and leaving 8,904 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #204.

Strategic Blueprint first reported a position in IBM in Q3 2019 and has held it in 23 quarters since. The position peaked at $3.66M in Q3 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Strategic Blueprint held 8,904 shares of IBM worth $1.96M as of Q3 2026.
  • Strategic Blueprint sold 643 IBM shares in Q3 2026, an estimated $153K.
  • IBM made up 0.1% of Strategic Blueprint's portfolio in Q3 2026, its #204 holding.
  • Strategic Blueprint first reported a position in IBM in Q3 2019 and has held it in 23 quarters since.
  • Strategic Blueprint's IBM position peaked at $3.66M in Q3 2025.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.