J. Safra Sarasin Holding’s IBM IBM Stock Holding History

J. Safra Sarasin Holding’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	$56.1M	Buy	231,531 +1,625	+0.7%	+$440K	0.96%	33
2025 Q4	$68.1M	Sell	229,906 -87,252	-28%	-$26.1M	1.11%	23
2025 Q3	$89.5M	Buy	317,158 +9,399	+3%	+$2.46M	1.45%	15
2025 Q2	$90.7M	Sell	307,759 -2,099	-0.7%	-$541K	1.57%	13
2025 Q1	$77M	Sell	309,858 -98,213	-24%	-$24M	1.39%	16
2024 Q4	$89.7M	Buy	408,071 +2,202	+0.5%	+$490K	1.52%	11
2024 Q3	$89.7M	Sell	405,869 -30,133	-7%	-$5.91M	1.56%	11
2024 Q2	$75.4M	Buy	+436,002	New	+$75.8M	1.38%	14

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Safra Sarasin Holding's IBM Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its IBM (IBM) stake by 0.71% in Q1 2026, buying an estimated $440K and bringing the position to 231,531 shares worth $56.1M. The position accounts for 0.96% of the portfolio, ranked #33.

J. Safra Sarasin Holding first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $90.7M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

J. Safra Sarasin Holding held 231,531 shares of IBM worth $56.1M as of Q1 2026.
J. Safra Sarasin Holding bought 1,625 IBM shares in Q1 2026, an estimated $440K.
IBM made up 0.96% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #33 holding.
J. Safra Sarasin Holding first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's IBM position peaked at $90.7M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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