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SageGuard Financial Group’s IBM IBM Stock Holding History

SageGuard Financial 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 		$7.87M Sell
27,975
-1,890
-6% -$476K 1.11% 24
2026
Q1 		$7.24M Sell
29,865
-3,086
-9% -$835K 1.12% 25
2025
Q4 		$9.76M Buy
+32,951
New +$9.87M 1.55% 20

Other funds holding IBM

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SageGuard Financial Group's IBM Position: Q2 2026 in Review

SageGuard Financial Group reduced its IBM (IBM) stake by 6.3% in Q2 2026, selling an estimated $476K and leaving 27,975 shares worth $7.87M. The position accounts for 1.11% of the portfolio, ranked #24.

SageGuard Financial Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.76M in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SageGuard Financial Group held 27,975 shares of IBM worth $7.87M as of Q2 2026.
  • SageGuard Financial Group sold 1,890 IBM shares in Q2 2026, an estimated $476K.
  • IBM made up 1.11% of SageGuard Financial Group's portfolio in Q2 2026, its #24 holding.
  • SageGuard Financial Group first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's IBM position peaked at $9.76M in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.