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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's IBM Position: Q4 2025 in Review

SageView Advisory Group reduced its IBM (IBM) stake by 5.2% in Q4 2025, selling an estimated $175K and leaving 10,593 shares worth $3.14M. The position accounts for 0.11% of the portfolio, ranked #116.

SageView Advisory Group first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.15M in Q3 2025. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • SageView Advisory Group held 10,593 shares of IBM worth $3.14M as of Q4 2025.
  • SageView Advisory Group sold 585 IBM shares in Q4 2025, an estimated $175K.
  • IBM made up 0.11% of SageView Advisory Group's portfolio in Q4 2025, its #116 holding.
  • SageView Advisory Group first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
  • SageView Advisory Group's IBM position peaked at $3.15M in Q3 2025.
  • 3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.