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
2022 Q2	–	Sell	-50,000	Closed	-$98K	–	196
2022 Q1	$98K	Buy	+50,000	New	+$6.52M	0.02%	183
2021 Q3	–	Sell	-104,600	Closed	-$357K	–	210
2021 Q2	$357K	Buy	104,600 +49,162	+89%	+$6.72M	0.08%	146
2021 Q1	$123K	Buy	55,438 +50,208	+960%	+$6.01M	0.03%	186
2020 Q4	$4K	Hold	5,230	–	–	﹤0.01%	188
2020 Q3	$9K	Buy	+5,230	New	+$616K	﹤0.01%	164

Other funds holding IBM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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.