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Savvy Advisors Inc’s IBM IBM Stock Holding History

Savvy Advisors Inc’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
Q2 		$8.39M Buy
29,820
+3,817
+15% +$962K 0.18% 101
2026
Q1 		$6.3M Buy
26,003
+4,707
+22% +$1.27M 0.17% 100
2025
Q4 		$6.31M Buy
21,296
+3,728
+21% +$1.12M 0.2% 84
2025
Q3 		$4.96M Buy
17,568
+725
+4% +$190K 0.23% 74
2025
Q2 		$4.96M Buy
16,843
+1,874
+13% +$483K 0.33% 55
2025
Q1 		$3.72M Buy
14,969
+842
+6% +$206K 0.37% 52
2024
Q4 		$3.11M Buy
14,127
+91
+0.6% +$20.3K 0.37% 48
2024
Q3 		$3.1M Buy
14,036
+10,152
+261% +$1.99M 0.63% 28
2024
Q2 		$672K Buy
3,884
+251
+7% +$43.6K 0.22% 103
2024
Q1 		$694K Buy
3,633
+508
+16% +$92.7K 0.4% 64
2023
Q4 		$511K Buy
+3,125
New +$472K 0.5% 56

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

Savvy Advisors Inc's IBM Position: Q2 2026 in Review

Savvy Advisors Inc increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $962K and bringing the position to 29,820 shares worth $8.39M. The position accounts for 0.18% of the portfolio, ranked #101.

Savvy Advisors Inc first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Savvy Advisors Inc held 29,820 shares of IBM worth $8.39M as of Q2 2026.
  • Savvy Advisors Inc bought 3,817 IBM shares in Q2 2026, an estimated $962K.
  • IBM made up 0.18% of Savvy Advisors Inc's portfolio in Q2 2026, its #101 holding.
  • Savvy Advisors Inc first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.