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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
Q2 		$208K Buy
+739
New +$186K 0.05% 167
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 $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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's IBM Position: Q2 2026 in Review

Safeguard Investment Advisory Group opened a new position in IBM (IBM) in Q2 2026: 739 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #167 among its holdings. This is a return to the name: Safeguard Investment Advisory Group previously reported a position in IBM as recently as Q4 2025.

Safeguard Investment Advisory Group first reported a position in IBM in Q4 2020 and has held it in 5 quarters since. The position peaked at $486K in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Safeguard Investment Advisory Group held 739 shares of IBM worth $208K as of Q2 2026.
  • IBM was a new Safeguard Investment Advisory Group position in Q2 2026.
  • IBM made up 0.05% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #167 holding.
  • Safeguard Investment Advisory Group first reported a position in IBM in Q4 2020 and has held it in 5 quarters since.
  • Safeguard Investment Advisory Group's IBM position peaked at $486K in Q3 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.