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Saxon Interests’s IBM IBM Stock Holding History

Saxon Interests’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 		$969K Sell
3,998
-3,135
-44% -$848K 0.33% 70
2025
Q4 		$2.11M Buy
7,133
+75
+1% +$22.5K 0.74% 31
2025
Q3 		$1.72M Buy
7,058
+91
+1% +$23.8K 0.67% 36
2025
Q2 		$1.73M Hold
6,967
– – 0.81% 31
2025
Q1 		$1.73M Buy
6,967
+3,443
+98% +$842K 0.81% 31
2024
Q4 		$775K Buy
3,524
+34
+1% +$7.57K 0.34% 69
2024
Q3 		$772K Buy
3,490
+188
+6% +$36.9K 0.35% 72
2024
Q2 		$571K Sell
3,302
-114
-3% -$19.8K 0.27% 85
2024
Q1 		$652K Sell
3,416
-3,584
-51% -$654K 0.31% 84
2023
Q4 		$1.14M Buy
+7,000
New +$1.06M 0.57% 47
2023
Q3 		– Sell
-6,149
Closed -$823K – 107
2023
Q2 		$823K Sell
6,149
-107
-2% -$13.8K 0.44% 71
2023
Q1 		$820K Buy
6,256
+3,806
+155% +$509K 0.46% 69
2022
Q4 		$352K Hold
2,450
– – 0.2% 115
2022
Q3 		$308K Buy
2,450
+200
+9% +$26.2K 0.19% 112
2022
Q2 		$318K Hold
2,250
– – 0.19% 109
2022
Q1 		$293K Sell
2,250
-1,578
-41% -$206K 0.16% 112
2021
Q4 		$509K Buy
+3,828
New +$480K 0.29% 75

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

Saxon Interests's IBM Position: Q1 2026 in Review

Saxon Interests reduced its IBM (IBM) stake by 44% in Q1 2026, selling an estimated $848K and leaving 3,998 shares worth $969K. The position accounts for 0.33% of the portfolio, ranked #70.

Saxon Interests first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.11M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Saxon Interests held 3,998 shares of IBM worth $969K as of Q1 2026.
  • Saxon Interests sold 3,135 IBM shares in Q1 2026, an estimated $848K.
  • IBM made up 0.33% of Saxon Interests's portfolio in Q1 2026, its #70 holding.
  • Saxon Interests first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's IBM position peaked at $2.11M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.