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SageView Advisory Group’s IBM IBM Stock Holding History

SageView Advisory 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 		$2.5M Sell
8,889
-508
-5% -$128K 0.08% 136
2026
Q1 		$2.28M Sell
9,397
-1,196
-11% -$324K 0.08% 127
2025
Q4 		$3.14M Sell
10,593
-585
-5% -$175K 0.11% 116
2025
Q3 		$3.15M Sell
11,178
-116
-1% -$30.4K 0.11% 117
2025
Q2 		$2.97M Buy
11,294
+1,431
+15% +$369K 0.11% 105
2025
Q1 		$2.45M Sell
9,863
-155
-2% -$37.9K 0.1% 108
2024
Q4 		$2.2M Buy
10,018
+3,189
+47% +$710K 0.09% 116
2024
Q3 		$1.51M Sell
6,829
-1,405
-17% -$275K 0.08% 144
2024
Q2 		$1.42M Buy
+8,234
New +$1.43M 0.07% 173
2024
Q1 		– Sell
-12,114
Closed -$2.28M – 619
2023
Q4 		$2.28M Buy
12,114
+1,871
+18% +$283K 0.1% 122
2023
Q3 		$1.44M Sell
10,243
-981
-9% -$140K 0.08% 156
2023
Q2 		$1.5M Buy
11,224
+1,378
+14% +$178K 0.08% 157
2023
Q1 		$1.29M Buy
9,846
+6,876
+232% +$920K 0.08% 168
2022
Q4 		$419K Buy
+2,970
New +$410K 0.03% 269

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

SageView Advisory Group's IBM Position: Q2 2026 in Review

SageView Advisory Group reduced its IBM (IBM) stake by 5.4% in Q2 2026, selling an estimated $128K and leaving 8,889 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #136.

SageView Advisory Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.15M in Q3 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SageView Advisory Group held 8,889 shares of IBM worth $2.5M as of Q2 2026.
  • SageView Advisory Group sold 508 IBM shares in Q2 2026, an estimated $128K.
  • IBM made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #136 holding.
  • SageView Advisory Group first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's IBM position peaked at $3.15M in Q3 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.