Sagespring Wealth Partners’s IBM IBM Stock Holding History

Sagespring Wealth Partners’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 Q3	$3.38M	Sell	15,351 -13,559	-47%	-$3.22M	0.05%	175
2026 Q2	$8.13M	Sell	28,910 -838	-3%	-$211K	0.12%	95
2026 Q1	$7.21M	Sell	29,748 -341	-1%	-$92.3K	0.13%	93
2025 Q4	$8.91M	Buy	30,089 +2,217	+8%	+$664K	0.16%	75
2025 Q3	$7.86M	Sell	27,872 -1,440	-5%	-$377K	0.15%	78
2025 Q2	$8.64M	Buy	29,312 +3,550	+14%	+$915K	0.19%	66
2025 Q1	$6.41M	Buy	25,762 +1,991	+8%	+$487K	0.16%	75
2024 Q4	$5.23M	Buy	+23,771	New	+$5.29M	0.14%	73

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sagespring Wealth Partners's IBM Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its IBM (IBM) stake by 47% in Q3 2026, selling an estimated $3.22M and leaving 15,351 shares worth $3.38M. The position accounts for 0.05% of the portfolio, ranked #175.

Sagespring Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.91M in Q4 2025. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Sagespring Wealth Partners held 15,351 shares of IBM worth $3.38M as of Q3 2026.
Sagespring Wealth Partners sold 13,559 IBM shares in Q3 2026, an estimated $3.22M.
IBM made up 0.05% of Sagespring Wealth Partners's portfolio in Q3 2026, its #175 holding.
Sagespring Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's IBM position peaked at $8.91M in Q4 2025.
2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.