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Strategic Wealth Investment Group’s IBM IBM Stock Holding History

Strategic Wealth Investment Group’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 		$9.9M Buy
35,187
+1,276
+4% +$321K 1.2% 35
2026
Q1 		$8.22M Buy
33,911
+1,984
+6% +$537K 1.04% 41
2025
Q4 		$9.46M Sell
31,927
-11,669
-27% -$3.49M 1.16% 38
2025
Q3 		$12.3M Buy
43,596
+42,087
+2,789% +$11M 1.04% 40
2025
Q2 		$445K Sell
1,509
-66
-4% -$17K 0.64% 42
2025
Q1 		$392K Sell
1,575
-46,258
-97% -$11.3M 0.68% 42
2024
Q4 		$10.5M Buy
47,833
+182
+0.4% +$40.5K 1.16% 29
2024
Q3 		$10.5M Sell
47,651
-25,012
-34% -$4.9M 1.12% 32
2024
Q2 		$12.7M Buy
+72,663
New +$12.6M 1.61% 19
2023
Q4 		$6.46M Buy
39,524
+5,693
+17% +$860K 0.97% 35
2023
Q3 		$4.75M Buy
33,831
+3,653
+12% +$520K 0.86% 40
2023
Q2 		$4.04M Buy
30,178
+6,417
+27% +$828K 0.64% 48
2023
Q1 		$3.11M Buy
23,761
+3,961
+20% +$530K 0.58% 47
2022
Q4 		$2.78M Buy
19,800
+2,205
+13% +$304K 0.64% 45
2022
Q3 		$2.09M Buy
17,595
+784
+5% +$103K 0.6% 43
2022
Q2 		$2.37M Sell
16,811
-1,085
-6% -$146K 0.59% 51
2022
Q1 		$2.33M Buy
17,896
+615
+4% +$80.2K 0.56% 41
2021
Q4 		$2.31M Buy
17,281
+3,957
+30% +$496K 0.6% 40
2021
Q3 		$1.79M Buy
13,324
+2,874
+28% +$384K 0.54% 41
2021
Q2 		$1.46M Buy
10,450
+2,814
+37% +$385K 0.52% 41
2021
Q1 		$973K Buy
7,636
+1,760
+30% +$211K 0.47% 43
2020
Q4 		$707K Buy
5,876
+688
+13% +$79.5K 0.41% 48
2020
Q3 		$603K Buy
5,188
+589
+13% +$69.3K 0.45% 52
2020
Q2 		$531K Sell
4,599
-7,779
-63% -$903K 0.52% 48
2020
Q1 		$1.31M Buy
12,378
+2,350
+23% +$297K 2.14% 15
2019
Q4 		$1.28M Buy
+10,028
New +$1.3M 1.33% 20

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 Wealth Investment Group's IBM Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its IBM (IBM) stake by 3.8% in Q2 2026, buying an estimated $321K and bringing the position to 35,187 shares worth $9.9M. The position accounts for 1.2% of the portfolio, ranked #35.

Strategic Wealth Investment Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.7M in Q2 2024. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strategic Wealth Investment Group held 35,187 shares of IBM worth $9.9M as of Q2 2026.
  • Strategic Wealth Investment Group bought 1,276 IBM shares in Q2 2026, an estimated $321K.
  • IBM made up 1.2% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #35 holding.
  • Strategic Wealth Investment Group first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Strategic Wealth Investment Group's IBM position peaked at $12.7M in Q2 2024.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.