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Sandbox Financial Partners’s IBM IBM Stock Holding History

Sandbox Financial Partners’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 		$2.09M Sell
8,634
-335
-4% -$90.6K 0.59% 34
2025
Q4 		$2.66M Buy
8,969
+34
+0.4% +$10.2K 0.74% 32
2025
Q3 		$2.52M Sell
8,935
-68
-0.8% -$17.8K 0.72% 30
2025
Q2 		$2.65M Buy
9,003
+23
+0.3% +$5.93K 0.84% 29
2025
Q1 		$2.23M Buy
8,980
+88
+1% +$21.5K 0.79% 30
2024
Q4 		$1.95M Buy
8,892
+23
+0.3% +$5.12K 0.65% 35
2024
Q3 		$1.96M Buy
8,869
+1
+0% +$196 0.69% 29
2024
Q2 		$1.53M Buy
8,868
+297
+3% +$51.6K 0.59% 34
2024
Q1 		$1.64M Sell
8,571
-168
-2% -$30.6K 0.69% 29
2023
Q4 		$1.43M Buy
8,739
+3
+0% +$453 0.67% 24
2023
Q3 		$1.23M Buy
8,736
+7
+0.1% +$996 0.65% 23
2023
Q2 		$1.17M Sell
8,729
-148
-2% -$19.1K 0.61% 23
2023
Q1 		$1.16M Sell
8,877
-235
-3% -$31.4K 0.7% 20
2022
Q4 		$1.28M Sell
9,112
-241
-3% -$33.2K 0.89% 19
2022
Q3 		$1.11M Sell
9,353
-112
-1% -$14.7K 0.81% 19
2022
Q2 		$1.34M Sell
9,465
-135
-1% -$18.2K 0.95% 20
2022
Q1 		$1.25M Buy
9,600
+980
+11% +$128K 0.71% 24
2021
Q4 		$1.15M Buy
8,620
+38
+0.4% +$4.77K 0.72% 24
2021
Q3 		$1.14M Buy
8,582
+1,704
+25% +$228K 0.81% 26
2021
Q2 		$964K Sell
6,878
-150
-2% -$20.5K 0.72% 25
2021
Q1 		$902K Buy
7,028
+95
+1% +$11.4K 0.74% 26
2020
Q4 		$834K Buy
+6,933
New +$801K 0.76% 23

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

Sandbox Financial Partners's IBM Position: Q1 2026 in Review

Sandbox Financial Partners reduced its IBM (IBM) stake by 3.7% in Q1 2026, selling an estimated $90.6K and leaving 8,634 shares worth $2.09M. The position accounts for 0.59% of the portfolio, ranked #34.

Sandbox Financial Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.66M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sandbox Financial Partners held 8,634 shares of IBM worth $2.09M as of Q1 2026.
  • Sandbox Financial Partners sold 335 IBM shares in Q1 2026, an estimated $90.6K.
  • IBM made up 0.59% of Sandbox Financial Partners's portfolio in Q1 2026, its #34 holding.
  • Sandbox Financial Partners first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's IBM position peaked at $2.66M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.