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Strategic Wealth Partners’s IBM IBM Stock Holding History

Strategic Wealth Partners’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 		$17.9M Buy
73,760
+2,284
+3% +$618K 1.24% 16
2025
Q4 		$21.2M Buy
71,476
+9,721
+16% +$2.91M 1.45% 12
2025
Q3 		$17.4M Buy
61,755
+22,701
+58% +$5.94M 1.3% 14
2025
Q2 		$11.5M Buy
+39,054
New +$10.1M 0.91% 28
2024
Q4 		$13.2M Buy
51,072
+13,310
+35% +$2.96M 1.1% 22
2024
Q3 		$8.35M Sell
37,762
-1,920
-5% -$376K 0.8% 37
2024
Q2 		$6.86M Buy
39,682
+1,175
+3% +$204K 0.72% 48
2024
Q1 		$7.35M Buy
38,507
+6,032
+19% +$1.1M 0.81% 37
2023
Q4 		$5.31M Buy
32,475
+8,113
+33% +$1.23M 0.65% 49
2023
Q3 		$3.42M Buy
24,362
+929
+4% +$132K 0.45% 66
2023
Q2 		$3.14M Buy
23,433
+963
+4% +$124K 0.41% 74
2023
Q1 		$2.95M Buy
22,470
+8,180
+57% +$1.09M 0.45% 62
2022
Q4 		$2.01M Buy
14,290
+2,062
+17% +$284K 0.37% 82
2022
Q3 		$1.45M Buy
12,228
+1,215
+11% +$159K 0.31% 104
2022
Q2 		$1.55M Buy
+11,013
New +$1.49M 0.34% 93
2019
Q4 		– Sell
-197
Closed -$27 – 295
2019
Q3 		$27 Buy
197
+1
+0.5% +$135 ﹤0.01% 350
2019
Q2 		$25K Sell
196
-47
-19% -$6.17K 0.01% 298
2019
Q1 		$33K Sell
243
-102
-30% -$13K 0.02% 282
2018
Q4 		$40K Hold
345
– – 0.02% 249
2018
Q3 		$50K Hold
345
– – 0.03% 230
2018
Q2 		$46K Buy
345
+119
+53% +$16.6K 0.03% 265
2018
Q1 		$33K Buy
226
+47
+26% +$7.11K 0.02% 285
2017
Q4 		$26K Buy
+179
New +$26K 0.01% 292

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 Partners's IBM Position: Q1 2026 in Review

Strategic Wealth Partners increased its IBM (IBM) stake by 3.2% in Q1 2026, buying an estimated $618K and bringing the position to 73,760 shares worth $17.9M. The position accounts for 1.24% of the portfolio, ranked #16.

Strategic Wealth Partners first reported a position in IBM in Q4 2017 and has held it in 23 quarters since. The position peaked at $21.2M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Strategic Wealth Partners held 73,760 shares of IBM worth $17.9M as of Q1 2026.
  • Strategic Wealth Partners bought 2,284 IBM shares in Q1 2026, an estimated $618K.
  • IBM made up 1.24% of Strategic Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • Strategic Wealth Partners first reported a position in IBM in Q4 2017 and has held it in 23 quarters since.
  • Strategic Wealth Partners's IBM position peaked at $21.2M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.