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SevenBridge Financial Group’s IBM IBM Stock Holding History

SevenBridge Financial 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
2026
Q1 		$2.95M Sell
11,714
-243
-2% -$65.8K 0.46% 71
2025
Q4 		$3.54M Sell
11,957
-551
-4% -$165K 0.57% 61
2025
Q3 		$3.94M Sell
12,508
-2,102
-14% -$550K 0.65% 49
2025
Q2 		$3.43M Sell
14,610
-1,286
-8% -$331K 0.6% 53
2025
Q1 		$4.03M Sell
15,896
-2,985
-16% -$730K 0.79% 31
2024
Q4 		$4.81M Buy
18,881
+1,320
+8% +$294K 0.91% 31
2024
Q3 		$3.75M Buy
17,561
+585
+3% +$115K 0.72% 42
2024
Q2 		$3.17M Buy
16,976
+175
+1% +$30.4K 0.7% 47
2024
Q1 		$2.78M Buy
16,801
+88
+0.5% +$16.1K 0.63% 51
2023
Q4 		$2.73M Buy
16,713
+704
+4% +$106K 0.65% 48
2023
Q3 		$2.25M Buy
16,009
+1,420
+10% +$202K 0.58% 58
2023
Q2 		$1.95M Buy
14,589
+322
+2% +$41.6K 0.5% 61
2023
Q1 		$1.87M Buy
14,267
+615
+5% +$82.3K 0.52% 57
2022
Q4 		$1.92M Sell
13,652
-4,901
-26% -$676K 0.56% 52
2022
Q3 		$2.2M Buy
18,553
+11,681
+170% +$1.53M 0.75% 40
2022
Q2 		$970K Sell
6,872
-348
-5% -$47K 0.39% 67
2022
Q1 		$939K Sell
7,220
-3,827
-35% -$499K 0.33% 72
2021
Q4 		$1.48M Sell
11,047
-622
-5% -$78K 0.45% 63
2021
Q3 		$1.55M Sell
11,669
-188
-2% -$25.1K 0.52% 54
2021
Q2 		$1.66M Buy
11,857
+1,466
+14% +$200K 0.54% 50
2021
Q1 		$1.32M Buy
10,391
+541
+5% +$64.7K 0.48% 61
2020
Q4 		$1.19M Buy
9,850
+370
+4% +$42.8K 0.46% 60
2020
Q3 		$1.1M Sell
9,480
-587
-6% -$69.1K 0.5% 58
2020
Q2 		$1.16M Sell
10,067
-559
-5% -$64.9K 0.58% 55
2020
Q1 		$1.13M Sell
10,626
-455
-4% -$57.5K 0.65% 51
2019
Q4 		$1.42M Buy
11,081
+5,845
+112% +$760K 0.37% 58
2019
Q3 		$728K Buy
5,236
+673
+15% +$90.8K 0.38% 69
2019
Q2 		$602K Buy
4,563
+972
+27% +$128K 0.22% 85
2019
Q1 		$484K Buy
3,591
+138
+4% +$17.6K 0.18% 89
2018
Q4 		$375K Sell
3,453
-13,994
-80% -$1.68M 0.23% 83
2018
Q3 		$2.52M Sell
17,447
-403
-2% -$56.3K 1.34% 18
2018
Q2 		$2.38M Buy
17,850
+310
+2% +$43.2K 1.33% 18
2018
Q1 		$2.57M Buy
17,540
+4,108
+31% +$622K 1.48% 13
2017
Q4 		$1.97M Buy
13,432
+10,202
+316% +$1.48M 1.09% 29
2017
Q3 		$448K Sell
3,230
-518
-14% -$72.2K 0.26% 94
2017
Q2 		$551K Buy
3,748
+84
+2% +$12.7K 0.34% 79
2017
Q1 		$603K Sell
3,664
-707
-16% -$119K 0.4% 74
2016
Q4 		$642K Hold
4,371
– – 0.47% 62
2016
Q3 		$642K Buy
4,371
+592
+16% +$89.8K 0.47% 62
2016
Q2 		$548K Buy
+3,779
New +$541K 0.38% 65

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

SevenBridge Financial Group's IBM Position: Q1 2026 in Review

SevenBridge Financial Group reduced its IBM (IBM) stake by 2% in Q1 2026, selling an estimated $65.8K and leaving 11,714 shares worth $2.95M. The position accounts for 0.46% of the portfolio, ranked #71.

SevenBridge Financial Group first reported a position in IBM in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.81M in Q4 2024. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • SevenBridge Financial Group held 11,714 shares of IBM worth $2.95M as of Q1 2026.
  • SevenBridge Financial Group sold 243 IBM shares in Q1 2026, an estimated $65.8K.
  • IBM made up 0.46% of SevenBridge Financial Group's portfolio in Q1 2026, its #71 holding.
  • SevenBridge Financial Group first reported a position in IBM in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's IBM position peaked at $4.81M in Q4 2024.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.