Agate Pass Investment Management’s IBM IBM Stock Holding History

Agate Pass Investment Management’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	$1.8M	Sell	6,393 -1,000	-14%	-$252K	0.66%	45
2026 Q1	$1.79M	Hold	7,393	–	–	0.7%	43
2025 Q4	$2.19M	Hold	7,393	–	–	0.81%	39
2025 Q3	$2.09M	Hold	7,393	–	–	0.79%	39
2025 Q2	$2.18M	Hold	7,393	–	–	0.89%	34
2025 Q1	$1.84M	Buy	7,393 +3,110	+73%	+$761K	0.79%	44
2024 Q4	$942K	Buy	+4,283	New	+$954K	0.43%	61

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Agate Pass Investment Management's IBM Position: Q2 2026 in Review

Agate Pass Investment Management reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $252K and leaving 6,393 shares worth $1.8M. The position accounts for 0.66% of the portfolio, ranked #45.

Agate Pass Investment Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Agate Pass Investment Management held 6,393 shares of IBM worth $1.8M as of Q2 2026.
Agate Pass Investment Management sold 1,000 IBM shares in Q2 2026, an estimated $252K.
IBM made up 0.66% of Agate Pass Investment Management's portfolio in Q2 2026, its #45 holding.
Agate Pass Investment Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Agate Pass Investment Management's IBM position peaked at $2.19M in Q4 2025.
1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.