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SGL Investment Advisors’s IBM IBM Stock Holding History

SGL Investment 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 		$6.06M Buy
25,664
+637
+3% +$160K 2.09% 15
2026
Q1 		$5.59M Buy
25,027
+467
+2% +$126K 2.1% 14
2025
Q4 		$7.12M Buy
24,560
+565
+2% +$169K 2.85% 6
2025
Q3 		$7.31M Sell
23,995
-470
-2% -$123K 3.05% 5
2025
Q2 		$7.11M Buy
24,465
+42
+0.2% +$10.8K 3.38% 3
2025
Q1 		$6.21M Sell
24,423
-34
-0.1% -$8.32K 3.21% 4
2024
Q4 		$6.26M Buy
24,457
+2,758
+13% +$614K 3.15% 6
2024
Q3 		$4.53M Buy
+21,699
New +$4.25M 2.33% 16

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 $3.38T AUM 44.17% 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

SGL Investment Advisors's IBM Position: Q2 2026 in Review

SGL Investment Advisors increased its IBM (IBM) stake by 2.5% in Q2 2026, buying an estimated $160K and bringing the position to 25,664 shares worth $6.06M. The position accounts for 2.09% of the portfolio, ranked #15.

SGL Investment Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.31M in Q3 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SGL Investment Advisors held 25,664 shares of IBM worth $6.06M as of Q2 2026.
  • SGL Investment Advisors bought 637 IBM shares in Q2 2026, an estimated $160K.
  • IBM made up 2.09% of SGL Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • SGL Investment Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's IBM position peaked at $7.31M in Q3 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.