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Sargent Investment Group’s IBM IBM Stock Holding History

Sargent Investment 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
2026
Q1 		$13.1M Sell
54,225
-585
-1% -$158K 1.73% 13
2025
Q4 		$16.2M Sell
54,810
-2,601
-5% -$779K 2.04% 10
2025
Q3 		$16.2M Sell
57,411
-7,177
-11% -$1.88M 2.31% 9
2025
Q2 		$16.3M Buy
64,588
+738
+1% +$190K 2.2% 8
2025
Q1 		$15.9M Buy
63,850
+857
+1% +$210K 2.54% 6
2024
Q4 		$13.7M Buy
62,993
+3,199
+5% +$712K 2.24% 9
2024
Q3 		$13.2M Sell
59,794
-2,110
-3% -$414K 2.38% 9
2024
Q2 		$10.7M Buy
61,904
+109
+0.2% +$18.9K 2.18% 11
2024
Q1 		$11.8M Sell
61,795
-1,818
-3% -$332K 2.59% 8
2023
Q4 		$10.4M Sell
63,613
-715
-1% -$108K 2.28% 12
2023
Q3 		$9.03M Buy
64,328
+1,778
+3% +$253K 2.17% 13
2023
Q2 		$8.37M Sell
62,550
-2,070
-3% -$267K 2.03% 15
2023
Q1 		$8.53M Buy
64,620
+768
+1% +$103K 2.25% 13
2022
Q4 		$9M Buy
63,852
+6,100
+11% +$841K 2.79% 9
2022
Q3 		$7.06M Buy
57,752
+7,895
+16% +$1.04M 2.2% 11
2022
Q2 		$7.04M Buy
49,857
+19,905
+66% +$2.69M 2.18% 12
2022
Q1 		$3.89M Buy
29,952
+5,505
+23% +$718K 0.98% 26
2021
Q4 		$3.27M Sell
24,447
-13,582
-36% -$1.7M 0.75% 36
2021
Q3 		$5.05M Buy
38,029
+5,020
+15% +$671K 1.23% 25
2021
Q2 		$4.63M Buy
33,009
+22,887
+226% +$3.13M 1.1% 27
2021
Q1 		$1.29M Buy
10,122
+3,273
+48% +$392K 0.34% 58
2020
Q4 		$824K Sell
6,849
-1,565
-19% -$181K 0.26% 70
2020
Q3 		$979K Buy
8,414
+1,042
+14% +$123K 0.36% 57
2020
Q2 		$835K Buy
7,372
+319
+5% +$37K 0.31% 59
2020
Q1 		$748K Buy
7,053
+2,513
+55% +$318K 0.34% 55
2019
Q4 		$582K Sell
4,540
-6,846
-60% -$890K 0.21% 87
2019
Q3 		$1.58M Sell
11,386
-434
-4% -$58.5K 0.71% 33
2019
Q2 		$1.56M Sell
11,820
-2,301
-16% -$302K 0.71% 32
2019
Q1 		$1.91M Sell
14,121
-230
-2% -$29.3K 0.92% 28
2018
Q4 		$1.56M Buy
+14,351
New +$1.72M 0.96% 29

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

Sargent Investment Group's IBM Position: Q1 2026 in Review

Sargent Investment Group reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $158K and leaving 54,225 shares worth $13.1M. The position accounts for 1.73% of the portfolio, ranked #13.

Sargent Investment Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.3M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sargent Investment Group held 54,225 shares of IBM worth $13.1M as of Q1 2026.
  • Sargent Investment Group sold 585 IBM shares in Q1 2026, an estimated $158K.
  • IBM made up 1.73% of Sargent Investment Group's portfolio in Q1 2026, its #13 holding.
  • Sargent Investment Group first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Sargent Investment Group's IBM position peaked at $16.3M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.