Strategic Wealth Investment Group, LLC / IBM
Strategic Wealth Investment Group, LLC’s International Business Machs Position
Does Strategic Wealth Investment Group, LLC own International Business Machs (IBM)? Yes — 33.9K shares worth $8M (+1.04% of its 13F portfolio) as of Q1 2026, up from 31.9K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
33.9K
% of Portfolio
+1.04%
Quarters Held
25
currently held
Position History IBM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 33.9K | $8M | +1.04% |
| Q4 2025 | 31.9K | $9M | +1.16% |
| Q3 2025 | 43.6K | $12M | +1.04% |
| Q2 2025 | 1.5K | $444,936 | +0.64% |
| Q1 2025 | 1.6K | $391,649 | +0.68% |
| Q4 2024 | 47.8K | $11M | +0.39% |
| Q3 2024 | 47.7K | $10M | +1.12% |
| Q2 2024 | 72.7K | $13M | +1.61% |
| Q4 2023 | 39.5K | $6M | +0.97% |
| Q3 2023 | 33.8K | $5M | +0.86% |
| Q2 2023 | 30.2K | $4M | +0.64% |
| Q1 2023 | 23.8K | $3M | +0.58% |
| Q4 2022 | 19.8K | $3M | +0.64% |
| Q3 2022 | 17.6K | $2M | +0.60% |
| Q2 2022 | 16.8K | $2M | +0.59% |
| Q1 2022 | 17.9K | $2M | +0.55% |
| Q4 2021 | 17.3K | $2M | +0.60% |
| Q3 2021 | 12.7K | $2M | +0.54% |
| Q2 2021 | 10.0K | $1M | +0.52% |
| Q1 2021 | 7.3K | $973,000 | +0.47% |
| Q4 2020 | 5.6K | $707,000 | +0.41% |
| Q3 2020 | 5.0K | $603,000 | +0.45% |
| Q2 2020 | 4.4K | $531,000 | +0.52% |
| Q1 2020 | 11.8K | $1M | +2.14% |
| Q4 2019 | 9.6K | $1M | +1.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Wealth Investment Group, LLC’s full portfolio or all institutional holders of IBM.