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Stratos Investment Management’s IBM IBM Stock Holding History

Stratos Investment Management’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 		$717K Buy
2,551
+133
+6% +$33.5K 0.03% 232
2026
Q1 		$586K Sell
2,418
-1,781
-42% -$482K 0.02% 233
2025
Q4 		$1.24M Buy
4,199
+1,915
+84% +$574K 0.05% 154
2025
Q3 		$644K Sell
2,284
-1,508
-40% -$395K 0.03% 212
2025
Q2 		$1.12M Buy
3,792
+1,543
+69% +$398K 0.05% 179
2025
Q1 		$559K Buy
2,249
+117
+5% +$28.6K 0.03% 198
2024
Q4 		$469K Buy
2,132
+266
+14% +$59.2K 0.03% 180
2024
Q3 		$413K Buy
+1,866
New +$366K 0.03% 174
2024
Q2 		– Sell
-1,105
Closed -$211K – 229
2024
Q1 		$211K Sell
1,105
-2,068
-65% -$377K 0.02% 192
2023
Q4 		$519K Buy
3,173
+293
+10% +$44.3K 0.06% 117
2023
Q3 		$404K Buy
2,880
+185
+7% +$26.3K 0.06% 121
2023
Q2 		$361K Sell
2,695
-21
-0.8% -$2.71K 0.06% 130
2023
Q1 		$356K Sell
2,716
-9,399
-78% -$1.26M 0.06% 126
2022
Q4 		$1.71M Sell
12,115
-516
-4% -$71.2K 0.3% 74
2022
Q3 		$1.5M Sell
12,631
-551
-4% -$72.3K 0.3% 77
2022
Q2 		$1.86M Buy
13,182
+334
+3% +$45.1K 0.35% 69
2022
Q1 		$1.67M Buy
12,848
+2,425
+23% +$316K 0.28% 79
2021
Q4 		$1.39M Buy
10,423
+246
+2% +$30.9K 0.22% 87
2021
Q3 		$1.35M Buy
10,177
+2,559
+34% +$342K 0.24% 87
2021
Q2 		$1.07M Buy
7,618
+1,093
+17% +$149K 0.29% 68
2021
Q1 		$831K Sell
6,525
-2,938
-31% -$352K 0.26% 73
2020
Q4 		$1.14M Buy
9,463
+1,600
+20% +$185K 0.36% 68
2020
Q3 		$915K Buy
7,863
+1,499
+24% +$176K 0.33% 72
2020
Q2 		$735K Buy
6,364
+2,138
+51% +$248K 0.31% 68
2020
Q1 		$448K Buy
+4,226
New +$534K 0.24% 75

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 $3.38T AUM 44.17% 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

Stratos Investment Management's IBM Position: Q2 2026 in Review

Stratos Investment Management increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $33.5K and bringing the position to 2,551 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #232.

Stratos Investment Management first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.86M in Q2 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Stratos Investment Management held 2,551 shares of IBM worth $717K as of Q2 2026.
  • Stratos Investment Management bought 133 IBM shares in Q2 2026, an estimated $33.5K.
  • IBM made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #232 holding.
  • Stratos Investment Management first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • Stratos Investment Management's IBM position peaked at $1.86M in Q2 2022.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.