Strategic Financial Services’s IBM IBM Stock Holding History

Strategic Financial Services’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	$1.05M	Sell	4,332 -37	-0.8%	-$10K	0.05%	72
2025 Q4	$1.31M	Buy	4,369 +386	+10%	+$116K	0.06%	64
2025 Q3	$1.12M	Sell	3,983 -252	-6%	-$66K	0.06%	66
2025 Q2	$1.25M	Buy	4,235 +46	+1%	+$11.9K	0.07%	58
2025 Q1	$1.04M	Sell	4,189 -319	-7%	-$78K	0.06%	60
2024 Q4	$991K	Sell	4,508 -54	-1%	-$12K	0.06%	64
2024 Q3	$1.01M	Sell	4,562 -188	-4%	-$36.9K	0.06%	61
2024 Q2	$821K	Sell	4,750 -102	-2%	-$17.7K	0.05%	65
2024 Q1	$927K	Sell	4,852 -140	-3%	-$25.5K	0.06%	64
2023 Q4	$816K	Sell	4,992 -211	-4%	-$31.9K	0.06%	68
2023 Q3	$730K	Sell	5,203 -44	-0.8%	-$6.26K	0.06%	72
2023 Q2	$748K	Sell	5,247 -347	-6%	-$44.8K	0.06%	76
2023 Q1	$733K	Buy	5,594 +4	+0.1%	+$535	0.06%	72
2022 Q4	$788K	Buy	5,590 +384	+7%	+$53K	0.06%	69
2022 Q3	$619K	Sell	5,206 -44	-0.8%	-$5.77K	0.05%	83
2022 Q2	$741K	Sell	5,250 -289	-5%	-$39K	0.06%	79
2022 Q1	$720K	Buy	5,539 +252	+5%	+$32.9K	0.05%	82
2021 Q4	$707K	Sell	5,287 -266	-5%	-$33.4K	0.05%	86
2021 Q3	$738K	Sell	5,553 -317	-5%	-$42.4K	0.06%	80
2021 Q2	$823K	Buy	5,870 +419	+8%	+$57.3K	0.07%	78
2021 Q1	$694K	Sell	5,451 -417	-7%	-$49.9K	0.06%	83
2020 Q4	$706K	Buy	5,868 +190	+3%	+$22K	0.06%	84
2020 Q3	$660K	Sell	5,678 -3,262	-36%	-$384K	0.07%	81
2020 Q2	$1.03M	Hold	8,940	–	–	0.11%	73
2020 Q1	$948K	Buy	8,940 +1	+0%	+$126	0.13%	73
2019 Q4	$1.15M	Sell	8,939 -457	-5%	-$59.4K	0.13%	87
2019 Q3	$1.31M	Sell	9,396 -418	-4%	-$56.4K	0.17%	90
2019 Q2	$1.29M	Buy	9,814 +840	+9%	+$110K	0.17%	88
2019 Q1	$1.21M	Sell	8,974 -378	-4%	-$48.2K	0.17%	91
2018 Q4	$1.02M	Buy	9,352 +466	+5%	+$55.9K	0.16%	91
2018 Q3	$1.28M	Sell	8,886 -648	-7%	-$90.5K	0.19%	92
2018 Q2	$1.27M	Buy	9,534 +24	+0.3%	+$3.35K	0.2%	92
2018 Q1	$1.4M	Buy	9,510 +4	+0%	+$605	0.23%	88
2017 Q4	$1.39M	Sell	9,506 -168	-2%	-$24.4K	0.22%	91
2017 Q3	$1.34M	Buy	9,674 +4	+0%	+$557	0.22%	93
2017 Q2	$1.42M	Buy	9,670 +2,248	+30%	+$339K	0.25%	92
2017 Q1	$1.24M	Sell	7,422 -416	-5%	-$69.8K	0.22%	94
2016 Q4	$1.24M	Sell	7,838 -1,488	-16%	-$227K	0.24%	95
2016 Q3	$1.42M	Sell	9,326 -205	-2%	-$31.1K	0.28%	95
2016 Q2	$1.46M	Buy	9,531 +692	+8%	+$99.1K	0.29%	92
2016 Q1	$1.28M	Buy	8,839 +1,362	+18%	+$174K	0.3%	88
2015 Q4	$984K	Sell	7,477 -13,525	-64%	-$1.82M	0.26%	90
2015 Q3	$2.91M	Buy	21,002 +258	+1%	+$38.1K	0.81%	48
2015 Q2	$3.23M	Sell	20,744 -297	-1%	-$47.7K	0.9%	45
2015 Q1	$3.23M	Sell	21,041 -462	-2%	-$70.1K	0.83%	49
2014 Q4	$3.3M	Buy	21,503 +1,091	+5%	+$174K	0.9%	48
2014 Q3	$3.7M	Sell	20,412 -250	-1%	-$45.5K	1.03%	24
2014 Q2	$3.58M	Sell	20,662 -317	-2%	-$57.1K	0.99%	26
2014 Q1	$3.86M	Buy	20,979 +544	+3%	+$95.8K	1.13%	21
2013 Q4	$3.66M	Sell	20,435 -1,480	-7%	-$255K	1.16%	20
2013 Q3	$3.88M	Buy	21,915 +1,457	+7%	+$265K	1.31%	12
2013 Q2	$3.74M	Buy	+20,458	New	+$3.98M	1.32%	12

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 Services's IBM Position: Q1 2026 in Review

Strategic Financial Services reduced its IBM (IBM) stake by 0.85% in Q1 2026, selling an estimated $10K and leaving 4,332 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #72.

Strategic Financial Services first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.88M in Q3 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Strategic Financial Services held 4,332 shares of IBM worth $1.05M as of Q1 2026.
Strategic Financial Services sold 37 IBM shares in Q1 2026, an estimated $10K.
IBM made up 0.05% of Strategic Financial Services's portfolio in Q1 2026, its #72 holding.
Strategic Financial Services first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Strategic Financial Services's IBM position peaked at $3.88M in Q3 2013.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.