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Sage Financial Management Group’s IBM IBM Stock Holding History

Sage Financial Management 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 		$381K Hold
1,570
– – 0.12% 43
2025
Q4 		$465K Hold
1,570
– – 0.14% 37
2025
Q3 		$443K Hold
1,570
– – 0.14% 38
2025
Q2 		$463K Hold
1,570
– – 0.16% 35
2025
Q1 		$390K Buy
1,570
+70
+5% +$17.1K 0.14% 38
2024
Q4 		$330K Hold
1,500
– – 0.12% 42
2024
Q3 		$332K Buy
+1,500
New +$294K 0.13% 40
2024
Q2 		– Sell
-1,500
Closed -$286K – 21
2024
Q1 		$286K Buy
+1,500
New +$274K 0.14% 43
2021
Q2 		– Sell
-411
Closed -$52K – 63
2021
Q1 		$52K Buy
+411
New +$49.2K 0.04% 59

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

Sage Financial Management Group's IBM Position: Q1 2026 in Review

Sage Financial Management Group held its IBM (IBM) position steady in Q1 2026 at 1,570 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #43.

Sage Financial Management Group first reported a position in IBM in Q1 2021 and has held it in 9 quarters since. The position peaked at $465K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sage Financial Management Group held 1,570 shares of IBM worth $381K as of Q1 2026.
  • Sage Financial Management Group left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.12% of Sage Financial Management Group's portfolio in Q1 2026, its #43 holding.
  • Sage Financial Management Group first reported a position in IBM in Q1 2021 and has held it in 9 quarters since.
  • Sage Financial Management Group's IBM position peaked at $465K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.