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Stratos Wealth Advisors’s IBM IBM Stock Holding History

Stratos 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 		$1.98M Buy
8,156
+1,328
+19% +$359K 0.12% 174
2025
Q4 		$2.02M Buy
6,828
+1
+0% +$299 0.1% 210
2025
Q3 		$1.93M Buy
6,827
+1,716
+34% +$449K 0.09% 224
2025
Q2 		$1.51M Sell
5,111
-48,184
-90% -$12.4M 0.08% 256
2025
Q1 		$13.3M Buy
53,295
+48,066
+919% +$11.8M 0.72% 34
2024
Q4 		$1.15M Sell
5,229
-135
-3% -$30.1K 0.06% 308
2024
Q3 		$1.19M Sell
5,364
-181
-3% -$35.5K 0.05% 322
2024
Q2 		$959K Buy
5,545
+310
+6% +$53.9K 0.05% 341
2024
Q1 		$1,000K Sell
5,235
-26,909
-84% -$4.91M 0.06% 325
2023
Q4 		$5.26M Sell
32,144
-841
-3% -$127K 0.3% 94
2023
Q3 		$4.63M Buy
32,985
+4,515
+16% +$642K 0.31% 93
2023
Q2 		$3.81M Buy
28,470
+646
+2% +$83.4K 0.27% 106
2023
Q1 		$3.65M Sell
27,824
-644
-2% -$86.2K 0.28% 106
2022
Q4 		$4.01M Buy
28,468
+1,620
+6% +$223K 0.33% 86
2022
Q3 		$3.19M Sell
26,848
-1,599
-6% -$210K 0.34% 79
2022
Q2 		$4.02M Buy
28,447
+652
+2% +$88K 0.36% 67
2022
Q1 		$3.61M Buy
27,795
+154
+0.6% +$20.1K 0.29% 91
2021
Q4 		$3.69M Sell
27,641
-3,977
-13% -$499K 0.27% 105
2021
Q3 		$4.2M Buy
31,618
+706
+2% +$94.4K 0.36% 71
2021
Q2 		$4.33M Buy
30,912
+651
+2% +$89K 0.38% 69
2021
Q1 		$3.85M Sell
30,261
-761
-2% -$91.1K 0.41% 64
2020
Q4 		$3.73M Buy
31,022
+4,092
+15% +$473K 0.51% 50
2020
Q3 		$3.13M Sell
26,930
-72
-0.3% -$8.48K 0.76% 36
2020
Q2 		$3.12M Buy
+27,002
New +$3.14M 0.96% 29
2019
Q4 		– Sell
-1,439
Closed -$200K – 198
2019
Q3 		$200K Buy
+1,439
New +$194K 0.08% 243

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

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

Stratos Wealth Advisors increased its IBM (IBM) stake by 19% in Q1 2026, buying an estimated $359K and bringing the position to 8,156 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #174.

Stratos Wealth Advisors first reported a position in IBM in Q3 2019 and has held it in 25 quarters since. The position peaked at $13.3M in Q1 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stratos Wealth Advisors held 8,156 shares of IBM worth $1.98M as of Q1 2026.
  • Stratos Wealth Advisors bought 1,328 IBM shares in Q1 2026, an estimated $359K.
  • IBM made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • Stratos Wealth Advisors first reported a position in IBM in Q3 2019 and has held it in 25 quarters since.
  • Stratos Wealth Advisors's IBM position peaked at $13.3M in Q1 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.