Strategic Investment Solutions’s IBM IBM Stock Holding History

Strategic Investment Solutions’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	$1.06M	Buy	3,762 +270	+8%	+$68K	0.24%	69
2026 Q1	$846K	Sell	3,492 -1,992	-36%	-$539K	0.2%	73
2025 Q4	$1.62M	Buy	5,484 +2,301	+72%	+$689K	0.39%	48
2025 Q3	$898K	Sell	3,183 -5,046	-61%	-$1.32M	0.24%	67
2025 Q2	$2.43M	Buy	8,229 +4,874	+145%	+$1.26M	0.73%	34
2025 Q1	$834K	Buy	3,355 +82	+3%	+$20.1K	0.24%	56
2024 Q4	$607K	Buy	3,273 +2	+0.1%	+$445	0.2%	61
2024 Q3	$723K	Sell	3,271 -98	-3%	-$19.2K	0.22%	61
2024 Q2	$591K	Buy	+3,369	New	+$585K	0.19%	61
2023 Q4	$534K	Buy	+3,263	New	+$493K	0.09%	105
2023 Q3	–	Sell	-1,249	Closed	-$162K	–	714
2023 Q2	$162K	Hold	1,249	–	–	0.03%	162
2023 Q1	$164K	Buy	+1,249	New	+$167K	0.03%	199

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Strategic Investment Solutions's IBM Position: Q2 2026 in Review

Strategic Investment Solutions increased its IBM (IBM) stake by 7.7% in Q2 2026, buying an estimated $68K and bringing the position to 3,762 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #69.

Strategic Investment Solutions first reported a position in IBM in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Strategic Investment Solutions held 3,762 shares of IBM worth $1.06M as of Q2 2026.
Strategic Investment Solutions bought 270 IBM shares in Q2 2026, an estimated $68K.
IBM made up 0.24% of Strategic Investment Solutions's portfolio in Q2 2026, its #69 holding.
Strategic Investment Solutions first reported a position in IBM in Q1 2023 and has held it in 12 quarters since.
Strategic Investment Solutions's IBM position peaked at $2.43M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.