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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Investment Group's IBM Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its IBM (IBM) stake by 6.2% in Q1 2026, buying an estimated $537K and bringing the position to 33,911 shares worth $8.22M. The position accounts for 1.04% of the portfolio, ranked #41.

Strategic Wealth Investment Group first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $12.7M in Q2 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Strategic Wealth Investment Group held 33,911 shares of IBM worth $8.22M as of Q1 2026.
  • Strategic Wealth Investment Group bought 1,984 IBM shares in Q1 2026, an estimated $537K.
  • IBM made up 1.04% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #41 holding.
  • Strategic Wealth Investment Group first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • Strategic Wealth Investment Group's IBM position peaked at $12.7M in Q2 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.