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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
Q2 		$953K Sell
3,389
-339
-9% -$85.4K 0.28% 79
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 Buy
2,978
+2,365
+386% +$464K 0.21% 96
2024
Q2 		$106K Sell
613
-3,202
-84% -$556K 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
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 Financial Concepts's IBM Position: Q2 2026 in Review

Strategic Financial Concepts reduced its IBM (IBM) stake by 9.1% in Q2 2026, selling an estimated $85.4K and leaving 3,389 shares worth $953K. The position accounts for 0.28% of the portfolio, ranked #79.

Strategic Financial Concepts first reported a position in IBM in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q1 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strategic Financial Concepts held 3,389 shares of IBM worth $953K as of Q2 2026.
  • Strategic Financial Concepts sold 339 IBM shares in Q2 2026, an estimated $85.4K.
  • IBM made up 0.28% of Strategic Financial Concepts's portfolio in Q2 2026, its #79 holding.
  • Strategic Financial Concepts first reported a position in IBM in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's IBM position peaked at $2.33M in Q1 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.