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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
Q2 		$414K Sell
1,472
-113
-7% -$28.5K 0.03% 234
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
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 $3.38T AUM 44.17% 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 Investment Advisors's IBM Position: Q2 2026 in Review

Strategic Investment Advisors reduced its IBM (IBM) stake by 7.1% in Q2 2026, selling an estimated $28.5K and leaving 1,472 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #234.

Strategic Investment Advisors first reported a position in IBM in Q3 2020 and has held it in 9 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strategic Investment Advisors held 1,472 shares of IBM worth $414K as of Q2 2026.
  • Strategic Investment Advisors sold 113 IBM shares in Q2 2026, an estimated $28.5K.
  • IBM made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • Strategic Investment Advisors first reported a position in IBM in Q3 2020 and has held it in 9 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.