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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sargent Investment Group's IBM Position: Q2 2026 in Review

Sargent Investment Group reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $165K and leaving 53,572 shares worth $15.1M. The position accounts for 1.81% of the portfolio, ranked #13.

Sargent Investment Group first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.3M in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sargent Investment Group held 53,572 shares of IBM worth $15.1M as of Q2 2026.
  • Sargent Investment Group sold 653 IBM shares in Q2 2026, an estimated $165K.
  • IBM made up 1.81% of Sargent Investment Group's portfolio in Q2 2026, its #13 holding.
  • Sargent Investment Group first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
  • Sargent Investment Group's IBM position peaked at $16.3M in Q2 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.