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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sagespring Wealth Partners's IBM Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its IBM (IBM) stake by 2.8% in Q2 2026, selling an estimated $211K and leaving 28,910 shares worth $8.13M. The position accounts for 0.12% of the portfolio, ranked #95.

Sagespring Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.91M in Q4 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sagespring Wealth Partners held 28,910 shares of IBM worth $8.13M as of Q2 2026.
  • Sagespring Wealth Partners sold 838 IBM shares in Q2 2026, an estimated $211K.
  • IBM made up 0.12% of Sagespring Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • Sagespring Wealth Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's IBM position peaked at $8.91M in Q4 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.