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Strategic Family Wealth Counselors’s IBM IBM Stock Holding History

Strategic Family Wealth Counselors’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
-1,304
Closed -$380K – 190
2025
Q4 		$380K Buy
1,304
+500
+62% +$150K 0.09% 147
2025
Q3 		$227K Buy
804
+4
+0.5% +$1.05K 0.06% 139
2025
Q2 		$236K Buy
+800
New +$206K 0.07% 131
2021
Q4 		– Sell
-1,715
Closed -$228K – 108
2021
Q3 		$228K Sell
1,715
-274
-14% -$36.6K 0.08% 85
2021
Q2 		$279K Hold
1,989
– – 0.09% 65
2021
Q1 		$253K Hold
1,989
– – 0.1% 69
2020
Q4 		$239K Hold
1,989
– – 0.12% 71
2020
Q3 		$231K Sell
1,989
-174
-8% -$20.5K 0.13% 68
2020
Q2 		$250K Buy
2,163
+174
+9% +$20.2K 0.16% 65
2020
Q1 		$211K Sell
1,989
-210
-10% -$26.6K 0.16% 67
2019
Q4 		$282K Hold
2,199
– – 0.23% 53
2019
Q3 		$306K Hold
2,199
– – 0.23% 50
2019
Q2 		$290K Hold
2,199
– – 0.22% 51
2019
Q1 		$297K Hold
2,199
– – 0.24% 50
2018
Q4 		$239K Buy
+2,199
New +$264K 0.27% 52

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 Family Wealth Counselors's IBM Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of IBM (IBM) in Q1 2026, closing a stake of 1,304 shares — an estimated $380K sold.

Strategic Family Wealth Counselors first reported a position in IBM in Q4 2018 and held it in 15 quarters. The position peaked at $380K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,304 IBM shares in Q1 2026, an estimated $380K.
  • Strategic Family Wealth Counselors first reported a position in IBM in Q4 2018 and held it in 15 quarters.
  • Strategic Family Wealth Counselors's IBM position peaked at $380K in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.