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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
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 $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

Strategies Wealth Advisors's IBM Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its IBM (IBM) stake by 23% in Q1 2026, selling an estimated $86K and leaving 1,083 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #155.

Strategies Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $463K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Strategies Wealth Advisors held 1,083 shares of IBM worth $262K as of Q1 2026.
  • Strategies Wealth Advisors sold 318 IBM shares in Q1 2026, an estimated $86K.
  • IBM made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • Strategies Wealth Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's IBM position peaked at $463K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.