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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
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

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 $3.37T AUM 44.26% 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

Pacific Sage Partners's IBM Position: Q2 2026 in Review

Pacific Sage Partners reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $5.54K and leaving 1,280 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #84.

Pacific Sage Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $396K in Q2 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pacific Sage Partners held 1,280 shares of IBM worth $360K as of Q2 2026.
  • Pacific Sage Partners sold 22 IBM shares in Q2 2026, an estimated $5.54K.
  • IBM made up 0.05% of Pacific Sage Partners's portfolio in Q2 2026, its #84 holding.
  • Pacific Sage Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Pacific Sage Partners's IBM position peaked at $396K in Q2 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.