Sage Capital Management’s IBM IBM Stock Holding History

Sage Capital 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	$3.75M	Sell	13,322 -323	-2%	-$81.4K	1.46%	18
2026 Q1	$3.31M	Sell	13,645 -1,104	-7%	-$299K	1.56%	16
2025 Q4	$4.37M	Sell	14,749 -375	-2%	-$112K	2.02%	12
2025 Q3	$4.27M	Buy	15,124 +50	+0.3%	+$13.1K	1.92%	14
2025 Q2	$4.44M	Buy	15,074 +51	+0.3%	+$13.1K	2.14%	13
2025 Q1	$3.74M	Sell	15,023 -379	-2%	-$92.7K	2.03%	14
2024 Q4	$3.39M	Sell	15,402 -2,630	-15%	-$586K	1.71%	15
2024 Q3	$3.99M	Buy	18,032 +90	+0.5%	+$17.6K	1.91%	14
2024 Q2	$3.1M	Buy	17,942 +134	+0.8%	+$23.3K	1.63%	18
2024 Q1	$3.4M	Buy	17,808 +58	+0.3%	+$10.6K	1.85%	14
2023 Q4	$2.9M	Buy	+17,750	New	+$2.68M	1.74%	17

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Sage Capital Management's IBM Position: Q2 2026 in Review

Sage Capital Management reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $81.4K and leaving 13,322 shares worth $3.75M. The position accounts for 1.46% of the portfolio, ranked #18.

Sage Capital Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.44M in Q2 2025. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Sage Capital Management held 13,322 shares of IBM worth $3.75M as of Q2 2026.
Sage Capital Management sold 323 IBM shares in Q2 2026, an estimated $81.4K.
IBM made up 1.46% of Sage Capital Management's portfolio in Q2 2026, its #18 holding.
Sage Capital Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's IBM position peaked at $4.44M in Q2 2025.
1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.