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SACKS & ASSOCIATES, LLC’s IBM IBM Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$2.17M Buy
9,717
+67
+0.7% +$16.9K 1.47% 21
2026
Q1 		$2.34M Sell
9,650
-132
-1% -$35.7K 1.74% 21
2025
Q4 		$2.9M Buy
+9,782
New +$2.93M 2.13% 21

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's IBM Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its IBM (IBM) stake by 0.69% in Q2 2026, buying an estimated $16.9K and bringing the position to 9,717 shares worth $2.17M. The position accounts for 1.47% of the portfolio, ranked #21.

SACKS & ASSOCIATES, LLC first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2025. 2,289 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 9,717 shares of IBM worth $2.17M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 67 IBM shares in Q2 2026, an estimated $16.9K.
  • IBM made up 1.47% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #21 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • SACKS & ASSOCIATES, LLC's IBM position peaked at $2.9M in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.