SA
IBM icon

Sacks & Associates’s IBM IBM Stock Holding History

Sacks & Associates’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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sacks & Associates's IBM Position: Q2 2026 in Review

Sacks & Associates 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 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. 3,603 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sacks & Associates held 9,717 shares of IBM worth $2.17M as of Q2 2026.
  • Sacks & Associates bought 67 IBM shares in Q2 2026, an estimated $16.9K.
  • IBM made up 1.47% of Sacks & Associates's portfolio in Q2 2026, its #21 holding.
  • Sacks & Associates first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's IBM position peaked at $2.9M in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.