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Sand Hill Global Advisors’s IBM IBM Stock Holding History

Sand Hill Global Advisors’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
Q1 		$684K Buy
2,821
+89
+3% +$24.1K 0.02% 129
2025
Q4 		$809K Buy
2,732
+203
+8% +$60.8K 0.03% 123
2025
Q3 		$714K Sell
2,529
-311
-11% -$81.4K 0.03% 126
2025
Q2 		$837K Sell
2,840
-87
-3% -$22.4K 0.03% 124
2025
Q1 		$728K Sell
2,927
-280
-9% -$68.5K 0.03% 128
2024
Q4 		$705K Sell
3,207
-56
-2% -$12.5K 0.03% 126
2024
Q3 		$721K Buy
3,263
+198
+6% +$38.8K 0.03% 120
2024
Q2 		$530K Buy
3,065
+444
+17% +$77.1K 0.02% 135
2024
Q1 		$501K Hold
2,621
– – 0.02% 120
2023
Q4 		$429K Buy
2,621
+43
+2% +$6.5K 0.02% 129
2023
Q3 		$362K Sell
2,578
-8
-0.3% -$1.14K 0.02% 124
2023
Q2 		$346K Sell
2,586
-670
-21% -$86.5K 0.02% 130
2023
Q1 		$427K Buy
3,256
+558
+21% +$74.7K 0.02% 124
2022
Q4 		$380K Sell
2,698
-201
-7% -$27.7K 0.02% 135
2022
Q3 		$344K Sell
2,899
-138
-5% -$18.1K 0.02% 130
2022
Q2 		$429K Buy
3,037
+340
+13% +$45.9K 0.02% 121
2022
Q1 		$351K Buy
2,697
+253
+10% +$33K 0.02% 124
2021
Q4 		$327K Sell
2,444
-118
-5% -$14.8K 0.02% 128
2021
Q3 		$340K Sell
2,562
-71
-3% -$9.49K 0.02% 121
2021
Q2 		$369K Buy
2,633
+123
+5% +$16.8K 0.02% 115
2021
Q1 		$320K Sell
2,510
-165
-6% -$19.7K 0.02% 109
2020
Q4 		$322K Sell
2,675
-118
-4% -$13.6K 0.02% 114
2020
Q3 		$325K Sell
2,793
-227
-8% -$26.7K 0.02% 107
2020
Q2 		$349K Sell
3,020
-21
-0.7% -$2.44K 0.03% 102
2020
Q1 		$322K Sell
3,041
-900
-23% -$114K 0.03% 100
2019
Q4 		$505K Buy
3,941
+147
+4% +$19.1K 0.05% 104
2019
Q3 		$527K Sell
3,794
-418
-10% -$56.4K 0.05% 97
2019
Q2 		$555K Sell
4,212
-838
-17% -$110K 0.06% 74
2019
Q1 		$681K Buy
5,050
+267
+6% +$34K 0.07% 71
2018
Q4 		$520K Hold
4,783
– – 0.06% 78
2018
Q3 		$691K Sell
4,783
-63
-1% -$8.8K 0.07% 70
2018
Q2 		$647K Buy
4,846
+3,275
+208% +$457K 0.06% 71
2018
Q1 		$230K Sell
1,571
-3,612
-70% -$546K 0.22% 73
2017
Q4 		$760K Buy
5,183
+1,196
+30% +$174K 0.08% 67
2017
Q3 		$553K Sell
3,987
-556
-12% -$77.5K 0.06% 73
2017
Q2 		$668K Buy
4,543
+809
+22% +$122K 0.08% 75
2017
Q1 		$622K Sell
3,734
-1,405
-27% -$236K 0.08% 60
2016
Q4 		$816K Sell
5,139
-177
-3% -$27K 0.11% 56
2016
Q3 		$807K Hold
5,316
– – 0.12% 53
2016
Q2 		$771K Sell
5,316
-443
-8% -$63.4K 0.12% 52
2016
Q1 		$834K Buy
5,759
+303
+6% +$38.7K 0.13% 54
2015
Q4 		$718K Sell
5,456
-965
-15% -$130K 0.12% 58
2015
Q3 		$890K Buy
6,421
+811
+14% +$120K 0.14% 58
2015
Q2 		$872K Buy
5,610
+226
+4% +$36.3K 0.14% 59
2015
Q1 		$826K Sell
5,384
-456
-8% -$69.2K 0.13% 60
2014
Q4 		$896K Sell
5,840
-18,701
-76% -$2.98M 0.15% 59
2014
Q3 		$4.45M Buy
24,541
+364
+2% +$66.3K 0.74% 25
2014
Q2 		$4.19M Sell
24,177
-2,327
-9% -$419K 0.79% 23
2014
Q1 		$4.88M Buy
26,504
+988
+4% +$174K 0.99% 17
2013
Q4 		$4.58M Sell
25,516
-5,800
-19% -$1M 0.97% 19
2013
Q3 		$5.54M Buy
31,316
+8,135
+35% +$1.48M 0.96% 18
2013
Q2 		$4.24M Buy
+23,181
New +$4.51M 1.17% 14

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sand Hill Global Advisors's IBM Position: Q1 2026 in Review

Sand Hill Global Advisors increased its IBM (IBM) stake by 3.3% in Q1 2026, buying an estimated $24.1K and bringing the position to 2,821 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #129.

Sand Hill Global Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.54M in Q3 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sand Hill Global Advisors held 2,821 shares of IBM worth $684K as of Q1 2026.
  • Sand Hill Global Advisors bought 89 IBM shares in Q1 2026, an estimated $24.1K.
  • IBM made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #129 holding.
  • Sand Hill Global Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Sand Hill Global Advisors's IBM position peaked at $5.54M in Q3 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.