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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return