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Syverson Strege & Co’s IBM IBM Stock Holding History

Syverson Strege & Co’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 		$1.02M Sell
4,207
-450
-10% -$122K 0.25% 41
2025
Q4 		$1.38M Sell
4,657
-2
-0% -$599 0.33% 35
2025
Q3 		$1.31M Sell
4,659
-340
-7% -$89K 0.32% 35
2025
Q2 		$1.47M Buy
4,999
+2,706
+118% +$697K 0.35% 32
2025
Q1 		$570K Buy
2,293
+73
+3% +$17.9K 0.18% 38
2024
Q4 		$488K Buy
2,220
+283
+15% +$63K 0.16% 43
2024
Q3 		$428K Sell
1,937
-157
-7% -$30.8K 0.14% 42
2024
Q2 		$362K Buy
2,094
+6
+0.3% +$1.04K 0.12% 54
2024
Q1 		$399K Buy
2,088
+179
+9% +$32.7K 0.14% 44
2023
Q4 		$312K Sell
1,909
-25
-1% -$3.78K 0.12% 51
2023
Q3 		$271K Buy
1,934
+15
+0.8% +$2.13K 0.12% 48
2023
Q2 		$257K Buy
1,919
+33
+2% +$4.26K 0.11% 52
2023
Q1 		$247K Buy
1,886
+13
+0.7% +$1.74K 0.11% 54
2022
Q4 		$264K Buy
1,873
+11
+0.6% +$1.52K 0.12% 56
2022
Q3 		$221K Sell
1,862
-188
-9% -$24.7K 0.11% 63
2022
Q2 		$289K Buy
2,050
+669
+48% +$90.3K 0.11% 56
2022
Q1 		$180K Buy
1,381
+358
+35% +$46.7K 0.2% 66
2021
Q4 		$137K Sell
1,023
-187
-15% -$23.5K 0.1% 84
2021
Q3 		$161K Buy
1,210
+11
+0.9% +$1.47K 0.13% 72
2021
Q2 		$168K Buy
1,199
+11
+0.9% +$1.5K 0.15% 64
2021
Q1 		$151K Buy
1,188
+12
+1% +$1.44K 0.16% 68
2020
Q4 		$141K Buy
+1,176
New +$136K 0.13% 69

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

Syverson Strege & Co's IBM Position: Q1 2026 in Review

Syverson Strege & Co reduced its IBM (IBM) stake by 9.7% in Q1 2026, selling an estimated $122K and leaving 4,207 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #41.

Syverson Strege & Co first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.47M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Syverson Strege & Co held 4,207 shares of IBM worth $1.02M as of Q1 2026.
  • Syverson Strege & Co sold 450 IBM shares in Q1 2026, an estimated $122K.
  • IBM made up 0.25% of Syverson Strege & Co's portfolio in Q1 2026, its #41 holding.
  • Syverson Strege & Co first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's IBM position peaked at $1.47M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.