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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
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 $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

Savvy Advisors Inc's IBM Position: Q1 2026 in Review

Savvy Advisors Inc increased its IBM (IBM) stake by 22% in Q1 2026, buying an estimated $1.27M and bringing the position to 26,003 shares worth $6.3M. The position accounts for 0.17% of the portfolio, ranked #100.

Savvy Advisors Inc first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.31M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Savvy Advisors Inc held 26,003 shares of IBM worth $6.3M as of Q1 2026.
  • Savvy Advisors Inc bought 4,707 IBM shares in Q1 2026, an estimated $1.27M.
  • IBM made up 0.17% of Savvy Advisors Inc's portfolio in Q1 2026, its #100 holding.
  • Savvy Advisors Inc first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's IBM position peaked at $6.31M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.