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Sax Wealth Advisors’s IBM IBM Stock Holding History

Sax Wealth Advisors’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 		$2.07M Buy
8,550
+1,702
+25% +$429K 0.08% 148
2026
Q1 		$2.03M Sell
6,848
-209
-3% -$56.6K 0.1% 118
2025
Q4 		$2.09M Buy
7,057
+844
+14% +$253K 0.1% 119
2025
Q3 		$1.75M Buy
6,213
+458
+8% +$120K 0.09% 118
2025
Q2 		$1.7M Buy
5,755
+222
+4% +$57.2K 0.1% 113
2025
Q1 		$1.38M Buy
5,533
+982
+22% +$240K 0.1% 113
2024
Q4 		$1M Sell
4,551
-136
-3% -$30.3K 0.08% 123
2024
Q3 		$1.04M Buy
4,687
+465
+11% +$91.2K 0.09% 88
2024
Q2 		$730K Buy
4,222
+466
+12% +$81K 0.07% 111
2024
Q1 		$717K Sell
3,756
-3
-0.1% -$547 0.08% 94
2023
Q4 		$615K Sell
3,759
-758
-17% -$115K 0.1% 106
2023
Q3 		$634K Sell
4,517
-191
-4% -$27.2K 0.12% 94
2023
Q2 		$630K Sell
4,708
-221
-4% -$28.5K 0.13% 90
2023
Q1 		$646K Buy
4,929
+5
+0.1% +$669 0.14% 86
2022
Q4 		$694K Sell
4,924
-188
-4% -$25.9K 0.16% 79
2022
Q3 		$607K Sell
5,112
-1
-0% -$131 0.16% 82
2022
Q2 		$722K Sell
5,113
-116
-2% -$15.7K 0.18% 76
2022
Q1 		$680K Sell
5,229
-665
-11% -$86.7K 0.16% 81
2021
Q4 		$788K Buy
5,894
+633
+12% +$79.4K 0.16% 78
2021
Q3 		$699K Buy
5,261
+22
+0.4% +$2.94K 0.17% 81
2021
Q2 		$734K Buy
5,239
+151
+3% +$20.6K 0.25% 70
2021
Q1 		$648K Buy
5,088
+1,091
+27% +$131K 0.24% 78
2020
Q4 		$481K Buy
+3,997
New +$462K 0.22% 78

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sax Wealth Advisors's IBM Position: Q2 2026 in Review

Sax Wealth Advisors increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $429K and bringing the position to 8,550 shares worth $2.07M. The position accounts for 0.08% of the portfolio, ranked #148.

Sax Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.09M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sax Wealth Advisors held 8,550 shares of IBM worth $2.07M as of Q2 2026.
  • Sax Wealth Advisors bought 1,702 IBM shares in Q2 2026, an estimated $429K.
  • IBM made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Sax Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's IBM position peaked at $2.09M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.