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Sabal Trust’s IBM IBM Stock Holding History

Sabal Trust’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
2025
Q1 		$25M Buy
100,385
+33,453
+50% +$8.18M 1.39% 33
2024
Q4 		$14.7M Sell
66,932
-432
-0.6% -$96.2K 0.85% 46
2024
Q3 		$14.9M Sell
67,364
-82
-0.1% -$16.1K 0.81% 47
2024
Q2 		$11.7M Buy
67,446
+64,694
+2,351% +$11.2M 0.69% 49
2024
Q1 		$526K Buy
2,752
+964
+54% +$176K 0.03% 153
2023
Q4 		$292K Sell
1,788
-1,117
-38% -$169K 0.02% 183
2023
Q3 		$408K Sell
2,905
-400
-12% -$56.9K 0.03% 155
2023
Q2 		$442K Buy
3,305
+454
+16% +$58.6K 0.03% 151
2023
Q1 		$374K Sell
2,851
-214
-7% -$28.6K 0.03% 107
2022
Q4 		$432K Sell
3,065
-412
-12% -$56.8K 0.03% 108
2022
Q3 		$413K Buy
3,477
+499
+17% +$65.5K 0.03% 109
2022
Q2 		$420K Buy
2,978
+33
+1% +$4.45K 0.03% 114
2022
Q1 		$383K Buy
2,945
+24
+0.8% +$3.13K 0.03% 107
2021
Q4 		$390K Sell
2,921
-1,298
-31% -$163K 0.02% 114
2021
Q3 		$560K Buy
4,219
+262
+7% +$35K 0.04% 97
2021
Q2 		$554K Buy
3,957
+213
+6% +$29.1K 0.04% 94
2021
Q1 		$477K Sell
3,744
-478
-11% -$57.2K 0.04% 99
2020
Q4 		$508K Buy
4,222
+269
+7% +$31.1K 0.04% 88
2020
Q3 		$460K Sell
3,953
-442
-10% -$52K 0.04% 90
2020
Q2 		$507K Sell
4,395
-680
-13% -$79K 0.05% 86
2020
Q1 		$538K Sell
5,075
-456
-8% -$57.7K 0.06% 81
2019
Q4 		$709K Buy
5,531
+3,107
+128% +$404K 0.06% 84
2019
Q3 		$337K Buy
2,424
+566
+30% +$76.3K 0.03% 113
2019
Q2 		$245K Sell
1,858
-209
-10% -$27.5K 0.02% 118
2019
Q1 		$278K Sell
2,067
-1,577
-43% -$201K 0.02% 115
2018
Q4 		$396K Buy
3,644
+1,273
+54% +$153K 0.04% 102
2018
Q3 		$342K Sell
2,371
-184,743
-99% -$25.8M 0.03% 111
2018
Q2 		$25M Buy
187,114
+12,377
+7% +$1.73M 2.38% 19
2018
Q1 		$25.6M Buy
174,737
+16,785
+11% +$2.54M 2.45% 16
2017
Q4 		$23.2M Buy
157,952
+153,830
+3,732% +$22.4M 2.36% 26
2017
Q3 		$572K Sell
4,122
-75
-2% -$10.4K 0.06% 81
2017
Q2 		$617K Buy
4,197
+179
+4% +$27K 0.06% 74
2017
Q1 		$669K Sell
4,018
-706
-15% -$118K 0.07% 70
2016
Q4 		$750K Sell
4,724
-234
-5% -$35.6K 0.08% 66
2016
Q3 		$753K Sell
4,958
-1
-0% -$152 0.08% 65
2016
Q2 		$720K Buy
4,959
+460
+10% +$65.8K 0.08% 62
2016
Q1 		$651K Sell
4,499
-167
-4% -$21.3K 0.08% 64
2015
Q4 		$614K Buy
4,666
+2,997
+180% +$403K 0.08% 70
2015
Q3 		$232K Buy
1,669
+366
+28% +$54K 0.03% 98
2015
Q2 		$202K Buy
+1,303
New +$209K 0.03% 107
2015
Q1 		– Sell
-1,345
Closed -$206K – 112
2014
Q4 		$206K Sell
1,345
-1,961
-59% -$312K 0.03% 113
2014
Q3 		$600K Buy
3,306
+460
+16% +$83.8K 0.08% 67
2014
Q2 		$494K Sell
2,846
-59,028
-95% -$10.6M 0.07% 67
2014
Q1 		$11.4M Buy
61,874
+1,574
+3% +$277K 1.61% 33
2013
Q4 		$10.8M Buy
60,300
+2,867
+5% +$494K 1.54% 34
2013
Q3 		$10.2M Buy
57,433
+4,489
+8% +$816K 1.58% 35
2013
Q2 		$9.67M Buy
+52,944
New +$10.3M 1.55% 36

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sabal Trust's IBM Position: Q1 2025 in Review

Sabal Trust increased its IBM (IBM) stake by 50% in Q1 2025, buying an estimated $8.18M and bringing the position to 100,385 shares worth $25M. The position accounts for 1.39% of the portfolio, ranked #33.

Sabal Trust first reported a position in IBM in Q2 2013 and has held it in 47 quarters since. The position peaked at $25.6M in Q1 2018. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Sabal Trust held 100,385 shares of IBM worth $25M as of Q1 2025.
  • Sabal Trust bought 33,453 IBM shares in Q1 2025, an estimated $8.18M.
  • IBM made up 1.39% of Sabal Trust's portfolio in Q1 2025, its #33 holding.
  • Sabal Trust first reported a position in IBM in Q2 2013 and has held it in 47 quarters since.
  • Sabal Trust's IBM position peaked at $25.6M in Q1 2018.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.