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 Q2	$58.6M	Buy	236,657 +5,126	+2%	+$1.29M	0.84%	35
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J. Safra Sarasin Holding's IBM Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its IBM (IBM) stake by 2.2% in Q2 2026, buying an estimated $1.29M and bringing the position to 236,657 shares worth $58.6M. The position accounts for 0.84% of the portfolio, ranked #35.

J. Safra Sarasin Holding first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $90.7M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

J. Safra Sarasin Holding held 236,657 shares of IBM worth $58.6M as of Q2 2026.
J. Safra Sarasin Holding bought 5,126 IBM shares in Q2 2026, an estimated $1.29M.
IBM made up 0.84% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #35 holding.
J. Safra Sarasin Holding first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's IBM position peaked at $90.7M in Q2 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.