JSAM
IBM icon

J. Safra Asset Management’s IBM IBM Stock Holding History

J. Safra Asset Management’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
Q2 		$719K Sell
2,558
-477
-16% -$120K 0.03% 145
2026
Q1 		$736K Sell
3,035
-1,211
-29% -$328K 0.04% 131
2025
Q4 		$1.26M Sell
4,246
-15
-0.4% -$4.49K 0.07% 81
2025
Q3 		$1.2M Buy
4,261
+587
+16% +$154K 0.07% 62
2025
Q2 		$1.08M Buy
3,674
+388
+12% +$100K 0.08% 55
2025
Q1 		$817K Buy
3,286
+1,678
+104% +$410K 0.07% 54
2024
Q4 		$354K Buy
1,608
+1,052
+189% +$234K 0.03% 78
2024
Q3 		$123K Buy
+556
New +$109K 0.01% 104

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J. Safra Asset Management's IBM Position: Q2 2026 in Review

J. Safra Asset Management reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $120K and leaving 2,558 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #145.

J. Safra Asset Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • J. Safra Asset Management held 2,558 shares of IBM worth $719K as of Q2 2026.
  • J. Safra Asset Management sold 477 IBM shares in Q2 2026, an estimated $120K.
  • IBM made up 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #145 holding.
  • J. Safra Asset Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • J. Safra Asset Management's IBM position peaked at $1.26M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.