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Stratos Wealth Partners’s IBM IBM Stock Holding History

Stratos 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 		$14.5M Sell
59,982
-3,346
-5% -$905K 0.17% 129
2025
Q4 		$18.8M Buy
63,328
+518
+0.8% +$155K 0.21% 95
2025
Q3 		$17.7M Sell
62,810
-1,661
-3% -$435K 0.21% 94
2025
Q2 		$19M Buy
64,471
+3,843
+6% +$990K 0.26% 81
2025
Q1 		$15.1M Sell
60,628
-49,816
-45% -$12.2M 0.23% 93
2024
Q4 		$24.3M Buy
110,444
+47,266
+75% +$10.5M 0.34% 56
2024
Q3 		$14M Buy
63,178
+3,111
+5% +$610K 0.2% 106
2024
Q2 		$10.4M Buy
60,067
+99
+0.2% +$17.2K 0.17% 130
2024
Q1 		$11.5M Buy
59,968
+1,005
+2% +$183K 0.19% 117
2023
Q4 		$9.64M Sell
58,963
-1,161
-2% -$175K 0.18% 126
2023
Q3 		$8.44M Buy
60,124
+6,677
+12% +$950K 0.18% 125
2023
Q2 		$7.15M Buy
53,447
+6,353
+13% +$820K 0.16% 143
2023
Q1 		$6.17M Buy
47,094
+1,281
+3% +$171K 0.16% 133
2022
Q4 		$6.45M Sell
45,813
-1,246
-3% -$172K 0.16% 141
2022
Q3 		$5.59M Sell
47,059
-3,441
-7% -$452K 0.16% 141
2022
Q2 		$7.13M Sell
50,500
-540
-1% -$72.9K 0.18% 111
2022
Q1 		$6.64M Sell
51,040
-451
-0.9% -$58.8K 0.15% 142
2021
Q4 		$6.88M Buy
51,491
+1,107
+2% +$139K 0.15% 144
2021
Q3 		$6.69M Buy
50,384
+2,095
+4% +$280K 0.17% 127
2021
Q2 		$6.77M Buy
48,289
+2,700
+6% +$369K 0.17% 128
2021
Q1 		$5.81M Sell
45,589
-14,407
-24% -$1.72M 0.16% 134
2020
Q4 		$7.22M Sell
59,996
-7,721
-11% -$892K 0.21% 106
2020
Q3 		$7.88M Buy
67,717
+240
+0.4% +$28.3K 0.26% 92
2020
Q2 		$7.79M Buy
67,477
+3,817
+6% +$443K 0.28% 79
2020
Q1 		$6.75M Sell
63,660
-4,723
-7% -$597K 0.31% 72
2019
Q4 		$8.76M Buy
68,383
+1,025
+2% +$133K 0.34% 61
2019
Q3 		$9.36M Buy
67,358
+1,701
+3% +$229K 0.4% 46
2019
Q2 		$8.66M Buy
65,657
+1,321
+2% +$174K 0.37% 47
2019
Q1 		$8.68M Buy
64,336
+7,771
+14% +$991K 0.39% 45
2018
Q4 		$6.15M Buy
56,565
+14,033
+33% +$1.68M 0.32% 60
2018
Q3 		$6.15M Buy
42,532
+2,811
+7% +$393K 0.27% 72
2018
Q2 		$5.3M Sell
39,721
-4,019
-9% -$561K 0.24% 81
2018
Q1 		$6.42M Buy
43,740
+3,949
+10% +$597K 0.27% 77
2017
Q4 		$5.84M Buy
39,791
+1,256
+3% +$183K 0.26% 74
2017
Q3 		$5.34M Sell
38,535
-618
-2% -$86.1K 0.25% 87
2017
Q2 		$5.76M Sell
39,153
-17,205
-31% -$2.59M 0.3% 74
2017
Q1 		$9.38M Sell
56,358
-4,377
-7% -$734K 0.53% 41
2016
Q4 		$9.64M Buy
60,735
+7,980
+15% +$1.22M 0.6% 35
2016
Q3 		$8.01M Buy
52,755
+3,190
+6% +$484K 0.54% 39
2016
Q2 		$7.19M Buy
49,565
+8,502
+21% +$1.22M 0.53% 40
2016
Q1 		$5.95M Buy
41,063
+6,756
+20% +$863K 0.51% 38
2015
Q4 		$4.51M Buy
34,307
+5,348
+18% +$718K 0.38% 51
2015
Q3 		$4.01M Sell
28,959
-248
-0.8% -$36.6K 0.5% 40
2015
Q2 		$4.54M Buy
29,207
+1,117
+4% +$180K 0.58% 26
2015
Q1 		$4.32M Buy
28,090
+757
+3% +$115K 0.51% 37
2014
Q4 		$4.19M Buy
27,333
+7,233
+36% +$1.15M 0.75% 23
2014
Q3 		$3.65M Buy
20,100
+4,207
+26% +$766K 0.86% 21
2014
Q2 		$2.75M Buy
+15,893
New +$2.86M 0.92% 26

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 Partners's IBM Position: Q1 2026 in Review

Stratos Wealth Partners reduced its IBM (IBM) stake by 5.3% in Q1 2026, selling an estimated $905K and leaving 59,982 shares worth $14.5M. The position accounts for 0.17% of the portfolio, ranked #129.

Stratos Wealth Partners first reported a position in IBM in Q2 2014 and has held it in 48 quarters since. The position peaked at $24.3M in Q4 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stratos Wealth Partners held 59,982 shares of IBM worth $14.5M as of Q1 2026.
  • Stratos Wealth Partners sold 3,346 IBM shares in Q1 2026, an estimated $905K.
  • IBM made up 0.17% of Stratos Wealth Partners's portfolio in Q1 2026, its #129 holding.
  • Stratos Wealth Partners first reported a position in IBM in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's IBM position peaked at $24.3M in Q4 2024.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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