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Sage Mountain Advisors’s IBM IBM Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-8,762
Closed -$2.6M – 424
2025
Q4 		$2.6M Sell
8,762
-61
-0.7% -$18.3K 0.14% 78
2025
Q3 		$2.49M Buy
8,823
+1,184
+15% +$310K 0.14% 77
2025
Q2 		$2.25M Buy
7,639
+618
+9% +$159K 0.15% 74
2025
Q1 		$1.75M Buy
7,021
+550
+8% +$135K 0.13% 82
2024
Q4 		$1.42M Buy
6,471
+17
+0.3% +$3.79K 0.1% 87
2024
Q3 		$1.43M Buy
6,454
+1,640
+34% +$322K 0.12% 87
2024
Q2 		$833K Buy
4,814
+138
+3% +$24K 0.08% 111
2024
Q1 		$893K Buy
4,676
+1,520
+48% +$277K 0.09% 102
2023
Q4 		$516K Buy
3,156
+84
+3% +$12.7K 0.06% 128
2023
Q3 		$431K Sell
3,072
-15
-0.5% -$2.13K 0.06% 133
2023
Q2 		$413K Buy
3,087
+256
+9% +$33K 0.06% 136
2023
Q1 		$371K Buy
+2,831
New +$379K 0.06% 137
2022
Q1 		– Sell
-2,576
Closed -$344K – 661
2021
Q4 		$344K Buy
2,576
+524
+26% +$65.7K 0.04% 412
2021
Q3 		$273K Sell
2,052
-150
-7% -$20.1K 0.04% 376
2021
Q2 		$309K Buy
+2,202
New +$301K 0.05% 313

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 Mountain Advisors's IBM Position: Q1 2026 in Review

Sage Mountain Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 8,762 shares — an estimated $2.6M sold.

Sage Mountain Advisors first reported a position in IBM in Q2 2021 and held it in 15 quarters. The position peaked at $2.6M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sage Mountain Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,762 IBM shares in Q1 2026, an estimated $2.6M.
  • Sage Mountain Advisors first reported a position in IBM in Q2 2021 and held it in 15 quarters.
  • Sage Mountain Advisors's IBM position peaked at $2.6M in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.