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Safeguard Investment Advisory Group’s IBM IBM Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-1,007
Closed -$298K – 148
2025
Q4 		$298K Sell
1,007
-713
-41% -$214K 0.08% 100
2025
Q3 		$486K Buy
1,720
+176
+11% +$46.1K 0.12% 78
2025
Q2 		$455K Buy
+1,544
New +$398K 0.11% 81
2021
Q1 		– Sell
-561
Closed -$67K – 354
2020
Q4 		$67K Buy
+561
New +$64.8K 0.06% 164

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's IBM Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of IBM (IBM) in Q1 2026, closing a stake of 1,007 shares — an estimated $298K sold.

Safeguard Investment Advisory Group first reported a position in IBM in Q4 2020 and held it in 4 quarters. The position peaked at $486K in Q3 2025. 3,468 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Safeguard Investment Advisory Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,007 IBM shares in Q1 2026, an estimated $298K.
  • Safeguard Investment Advisory Group first reported a position in IBM in Q4 2020 and held it in 4 quarters.
  • Safeguard Investment Advisory Group's IBM position peaked at $486K in Q3 2025.
  • 3,468 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.