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Sage Advisors’s IBM IBM Stock Holding History

Sage Advisors’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
Q4 		$1.57M Buy
5,313
+26
+0.5% +$7.79K 1.04% 19
2025
Q3 		$1.49M Buy
5,287
+528
+11% +$138K 1.07% 18
2025
Q2 		$1.4M Buy
4,759
+29
+0.6% +$7.47K 1% 17
2025
Q1 		$1.18M Buy
4,730
+14
+0.3% +$3.42K 0.83% 19
2024
Q4 		$1.04M Buy
4,716
+49
+1% +$10.9K 0.77% 18
2024
Q3 		$1.03M Buy
4,667
+38
+0.8% +$7.45K 0.81% 17
2024
Q2 		$801K Buy
4,629
+149
+3% +$25.9K 0.65% 19
2024
Q1 		$856K Buy
4,480
+23
+0.5% +$4.2K 0.76% 18
2023
Q4 		$729K Buy
+4,457
New +$673K 0.72% 15

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sage Advisors's IBM Position: Q4 2025 in Review

Sage Advisors increased its IBM (IBM) stake by 0.49% in Q4 2025, buying an estimated $7.79K and bringing the position to 5,313 shares worth $1.57M. The position accounts for 1.04% of the portfolio, ranked #19.

Sage Advisors first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. 3,701 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Sage Advisors held 5,313 shares of IBM worth $1.57M as of Q4 2025.
  • Sage Advisors bought 26 IBM shares in Q4 2025, an estimated $7.79K.
  • IBM made up 1.04% of Sage Advisors's portfolio in Q4 2025, its #19 holding.
  • Sage Advisors first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • 3,701 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.