SWM
IBM icon

Sanctuary Wealth Management’s IBM IBM Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$157K Buy
712
+55
+8% +$12.2K 0.1% 48
2024
Q3 		$145K Hold
657
– – 0.1% 55
2024
Q2 		$114K Hold
657
– – 0.09% 60
2024
Q1 		$125K Hold
657
– – 0.1% 58
2023
Q4 		$107K Hold
657
– – 0.1% 61
2023
Q3 		$92.2K Hold
657
– – 0.1% 54
2023
Q2 		$87.9K Buy
+657
New +$84.8K 0.09% 58
2022
Q4 		$124K Buy
+883
New +$122K 0.15% 34

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sanctuary Wealth Management's IBM Position: Q4 2024 in Review

Sanctuary Wealth Management increased its IBM (IBM) stake by 8.4% in Q4 2024, buying an estimated $12.2K and bringing the position to 712 shares worth $157K. The position accounts for 0.1% of the portfolio, ranked #48.

Sanctuary Wealth Management first reported a position in IBM in Q4 2022 and has held it in 8 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Sanctuary Wealth Management held 712 shares of IBM worth $157K as of Q4 2024.
  • Sanctuary Wealth Management bought 55 IBM shares in Q4 2024, an estimated $12.2K.
  • IBM made up 0.1% of Sanctuary Wealth Management's portfolio in Q4 2024, its #48 holding.
  • Sanctuary Wealth Management first reported a position in IBM in Q4 2022 and has held it in 8 quarters since.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.