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Strategic Equity Management’s IBM IBM Stock Holding History

Strategic Equity Management’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
Q1 		– Sell
-1,043
Closed -$309K – 73
2025
Q4 		$309K Buy
1,043
+292
+39% +$87.5K 0.1% 54
2025
Q3 		$212K Sell
751
-632
-46% -$165K 0.08% 64
2025
Q2 		$408K Sell
1,383
-26
-2% -$6.7K 0.15% 50
2025
Q1 		$350K Buy
1,409
+362
+35% +$88.5K 0.15% 46
2024
Q4 		$230K Buy
+1,047
New +$233K 0.1% 50

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Equity Management's IBM Position: Q1 2026 in Review

Strategic Equity Management sold out of IBM (IBM) in Q1 2026, closing a stake of 1,043 shares — an estimated $309K sold.

Strategic Equity Management first reported a position in IBM in Q4 2024 and held it in 5 quarters. The position peaked at $408K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Strategic Equity Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Strategic Equity Management sold 1,043 IBM shares in Q1 2026, an estimated $309K.
  • Strategic Equity Management first reported a position in IBM in Q4 2024 and held it in 5 quarters.
  • Strategic Equity Management's IBM position peaked at $408K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.