Pacific Sage Partners
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Pacific Sage Partners’s IBM IBM Stock Holding History

Pacific Sage Partners’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
Q3 		$294K Buy
1,337
+57
+4% +$13.5K 0.04% 111
2026
Q2 		$360K Sell
1,280
-22
-2% -$5.54K 0.05% 84
2026
Q1 		$316K Sell
1,302
-12
-0.9% -$3.25K 0.05% 88
2025
Q4 		$389K Sell
1,314
-47
-3% -$14.1K 0.06% 80
2025
Q3 		$384K Buy
1,361
+18
+1% +$4.71K 0.06% 75
2025
Q2 		$396K Sell
1,343
-159
-11% -$41K 0.08% 71
2025
Q1 		$373K Hold
1,502
– – 0.08% 71
2024
Q4 		$330K Hold
1,502
– – 0.08% 72
2024
Q3 		$332K Sell
1,502
-3
-0.2% -$588 0.08% 75
2024
Q2 		$260K Sell
1,505
-13
-0.9% -$2.26K 0.06% 80
2024
Q1 		$290K Sell
1,518
-23
-1% -$4.2K 0.08% 76
2023
Q4 		$252K Buy
1,541
+41
+3% +$6.2K 0.07% 77
2023
Q3 		$210K Buy
1,500
+1
+0.1% +$142 0.06% 80
2023
Q2 		$201K Buy
+1,499
New +$193K 0.06% 85
2023
Q1 		– Sell
-1,474
Closed -$208K – 89
2022
Q4 		$208K Buy
+1,474
New +$203K 0.07% 80

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pacific Sage Partners's IBM Position: Q3 2026 in Review

Pacific Sage Partners increased its IBM (IBM) stake by 4.5% in Q3 2026, buying an estimated $13.5K and bringing the position to 1,337 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #111.

Pacific Sage Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $396K in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Pacific Sage Partners held 1,337 shares of IBM worth $294K as of Q3 2026.
  • Pacific Sage Partners bought 57 IBM shares in Q3 2026, an estimated $13.5K.
  • IBM made up 0.04% of Pacific Sage Partners's portfolio in Q3 2026, its #111 holding.
  • Pacific Sage Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Pacific Sage Partners's IBM position peaked at $396K in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Pacific Sage Partners's 13F filing for Q3 2026, filed 21 Oct 2026.