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Strategies Wealth Advisors’s IBM IBM Stock Holding History

Strategies Wealth 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 		$305K Buy
1,084
+1
+0.1% +$252 0.03% 160
2026
Q1 		$262K Sell
1,083
-318
-23% -$86K 0.03% 155
2025
Q4 		$415K Buy
1,401
+21
+2% +$6.29K 0.04% 118
2025
Q3 		$389K Sell
1,380
-191
-12% -$50K 0.04% 125
2025
Q2 		$463K Sell
1,571
-30
-2% -$7.73K 0.05% 110
2025
Q1 		$398K Buy
+1,601
New +$392K 0.05% 118

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

Strategies Wealth Advisors's IBM Position: Q2 2026 in Review

Strategies Wealth Advisors increased its IBM (IBM) stake by 0.09% in Q2 2026, buying an estimated $252 and bringing the position to 1,084 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #160.

Strategies Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $463K in Q2 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Strategies Wealth Advisors held 1,084 shares of IBM worth $305K as of Q2 2026.
  • Strategies Wealth Advisors bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Strategies Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's IBM position peaked at $463K in Q2 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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