Strategic Investment Advisors’s IBM IBM Stock Holding History

Strategic Investment Advisors’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	$384K	Buy	1,585 +381	+32%	+$103K	0.03%	242
2025 Q4	$357K	Sell	1,204 -196	-14%	-$58.7K	0.03%	196
2025 Q3	$395K	Buy	1,400 +194	+16%	+$50.8K	0.04%	186
2025 Q2	$355K	Buy	1,206 +124	+11%	+$31.9K	0.03%	195
2025 Q1	$269K	Buy	1,082 +1	+0.1%	+$245	0.03%	219
2024 Q4	$238K	Buy	1,081 +18	+2%	+$4.01K	0.03%	221
2024 Q3	$235K	Buy	+1,063	New	+$208K	0.03%	226
2020 Q4	–	Sell	-1,909	Closed	-$210K	–	199
2020 Q3	$210K	Buy	+1,909	New	+$225K	0.07%	170

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 Investment Advisors's IBM Position: Q1 2026 in Review

Strategic Investment Advisors increased its IBM (IBM) stake by 32% in Q1 2026, buying an estimated $103K and bringing the position to 1,585 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #242.

Strategic Investment Advisors first reported a position in IBM in Q3 2020 and has held it in 8 quarters since. The position peaked at $395K in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Strategic Investment Advisors held 1,585 shares of IBM worth $384K as of Q1 2026.
Strategic Investment Advisors bought 381 IBM shares in Q1 2026, an estimated $103K.
IBM made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #242 holding.
Strategic Investment Advisors first reported a position in IBM in Q3 2020 and has held it in 8 quarters since.
Strategic Investment Advisors's IBM position peaked at $395K in Q3 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.