Sageworth Trust’s IBM IBM Stock Holding History

Sageworth Trust’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	–	Sell	-1,903	Closed	-$537K	–	200
2025 Q3	$537K	Buy	+1,903	New	+$498K	0.03%	153
2023 Q2	–	Sell	-162	Closed	-$21.2K	–	244
2023 Q1	$21.2K	Buy	162 +142	+710%	+$19K	﹤0.01%	201
2022 Q4	$3K	Buy	+20	New	+$2.76K	﹤0.01%	309
2019 Q1	–	Sell	-418	Closed	-$45K	–	280
2018 Q4	$45K	Hold	418	–	–	0.01%	79
2018 Q3	$60K	Hold	418	–	–	0.01%	82
2018 Q2	$56K	Hold	418	–	–	0.01%	42
2018 Q1	$61K	Hold	418	–	–	0.01%	35
2017 Q4	$61K	Hold	418	–	–	0.01%	35
2017 Q3	$58K	Hold	418	–	–	0.01%	36
2017 Q2	$62K	Buy	+418	New	+$63K	0.01%	55

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sageworth Trust's IBM Position: Q4 2025 in Review

Sageworth Trust sold out of IBM (IBM) in Q4 2025, closing a stake of 1,903 shares — an estimated $537K sold.

Sageworth Trust first reported a position in IBM in Q2 2017 and held it in 10 quarters. The position peaked at $537K in Q3 2025. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Sageworth Trust reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 1,903 IBM shares in Q4 2025, an estimated $537K.
Sageworth Trust first reported a position in IBM in Q2 2017 and held it in 10 quarters.
Sageworth Trust's IBM position peaked at $537K in Q3 2025.
3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.