Strategic Financial Concepts’s IBM IBM Stock Holding History

Strategic Financial Concepts’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	$904K	Buy	+3,728	New	+$1.01M	0.22%	103
2025 Q4	–	Sell	-3,562	Closed	-$1M	–	192
2025 Q3	$1M	Buy	3,562 +171	+5%	+$44.8K	0.15%	78
2025 Q2	$1,000K	Sell	3,391 -5,984	-64%	-$1.54M	0.14%	86
2025 Q1	$2.33M	Buy	9,375 +5,632	+150%	+$1.38M	0.44%	61
2024 Q4	$823K	Buy	3,743 +765	+26%	+$170K	0.16%	134
2024 Q3	$658K	Sell	2,978 -469,404	-99%	-$92M	0.21%	96
2024 Q2	$106K	Buy	472,382 +468,567	+12,282%	+$81.4M	0.06%	176
2024 Q1	$729K	Buy	+3,815	New	+$696K	0.18%	129
2023 Q4	–	Sell	-3,344	Closed	-$469K	–	194
2023 Q3	$469K	Buy	3,344 +1,456	+77%	+$207K	0.16%	142
2023 Q2	$253K	Buy	1,888 +62	+3%	+$8K	0.09%	194
2023 Q1	$239K	Buy	+1,826	New	+$244K	0.1%	190

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Financial Concepts's IBM Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in IBM (IBM) in Q1 2026: 3,728 shares worth $904K. The stake represents 0.22% of the portfolio and ranks #103 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in IBM as recently as Q3 2025.

Strategic Financial Concepts first reported a position in IBM in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Strategic Financial Concepts held 3,728 shares of IBM worth $904K as of Q1 2026.
IBM was a new Strategic Financial Concepts position in Q1 2026.
IBM made up 0.22% of Strategic Financial Concepts's portfolio in Q1 2026, its #103 holding.
Strategic Financial Concepts first reported a position in IBM in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's IBM position peaked at $2.33M in Q1 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.