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Safeguard Financial’s IBM IBM Stock Holding History

Safeguard Financial’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 		$354K Buy
1,424
+13
+0.9% +$3.18K 0.08% 79
2024
Q4 		$310K Buy
+1,411
New +$314K 0.07% 86
2023
Q3 		– Sell
-679
Closed -$90K – 287
2023
Q2 		$90K Buy
+679
New +$87.6K 0.04% 103

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

Safeguard Financial's IBM Position: Q1 2025 in Review

Safeguard Financial increased its IBM (IBM) stake by 0.92% in Q1 2025, buying an estimated $3.18K and bringing the position to 1,424 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #79.

Safeguard Financial first reported a position in IBM in Q2 2023 and has held it in 3 quarters since. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Safeguard Financial held 1,424 shares of IBM worth $354K as of Q1 2025.
  • Safeguard Financial bought 13 IBM shares in Q1 2025, an estimated $3.18K.
  • IBM made up 0.08% of Safeguard Financial's portfolio in Q1 2025, its #79 holding.
  • Safeguard Financial first reported a position in IBM in Q2 2023 and has held it in 3 quarters since.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.