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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
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 $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

J. Safra Asset Management's IBM Position: Q1 2026 in Review

J. Safra Asset Management reduced its IBM (IBM) stake by 29% in Q1 2026, selling an estimated $328K and leaving 3,035 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #131.

J. Safra Asset Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • J. Safra Asset Management held 3,035 shares of IBM worth $736K as of Q1 2026.
  • J. Safra Asset Management sold 1,211 IBM shares in Q1 2026, an estimated $328K.
  • IBM made up 0.04% of J. Safra Asset Management's portfolio in Q1 2026, its #131 holding.
  • J. Safra Asset Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • J. Safra Asset Management's IBM position peaked at $1.26M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.