SEC 13F Intelligence

Sound Income Strategies, LLC / IBM

Sound Income Strategies, LLC’s International Business Machs Position

Does Sound Income Strategies, LLC own International Business Machs (IBM)? Yes65.3K shares worth $16M (+0.77% of its 13F portfolio) as of Q1 2026, up from 64.1K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
65.3K
% of Portfolio
+0.77%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $135,000Q4 ’18Q1 ’19: $179,000Q2 ’19: $174,000Q3 ’19: $192,000Q4 ’19: $366,000Q4 ’19Q1 ’20: $139,000Q2 ’20: $248,000Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3.5BQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $7MQ4 ’21Q1 ’22: $8MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $12MQ2 ’23: $13MQ3 ’23: $15MQ4 ’23: $19MQ4 ’23Q1 ’24: $19MQ2 ’24: $18MQ3 ’24: $25MQ4 ’24: $26MQ4 ’24Q1 ’25: $21MQ2 ’25: $21MQ3 ’25: $18MQ4 ’25: $20MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.3K$16M+0.77%
Q4 202564.1K$20M+0.93%
Q3 202562.6K$18M+0.99%
Q2 202570.0K$21M+1.18%
Q1 202584.6K$21M+1.24%
Q4 2024116.6K$26M+1.59%
Q3 2024111.6K$25M+1.59%
Q2 2024105.1K$18M+1.14%
Q1 2024101.3K$19M+1.44%
Q4 2023115.5K$19M+1.57%
Q3 2023104.9K$15M+1.24%
Q2 202399.2K$13M+1.36%
Q1 202391.4K$12M+1.30%
Q4 202281.0K$11M+1.45%
Q3 202273.0K$9M+1.26%
Q2 202266.0K$9M+1.24%
Q1 202261.0K$8M+0.91%
Q4 202153.7K$7M+0.84%
Q3 202134.9K$5M+0.63%
Q2 202128.3K$4M+0.60%
Q1 202126.5K$3.5B+0.60%
Q4 202018.9K$2M+0.52%
Q3 202014.5K$2M+0.48%
Q2 20202.1K$248,000+0.07%
Q1 20201.3K$139,000+0.05%
Q4 20192.7K$366,000+0.06%
Q3 20191.3K$192,000+0.06%
Q2 20191.3K$174,000+0.06%
Q1 20191.3K$179,000+0.08%
Q4 20181.2K$135,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of IBM.