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Sage Rhino Capital’s IBM IBM Stock Holding History

Sage Rhino Capital’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 		$206K Sell
731
-190
-21% -$47.9K 0.03% 346
2026
Q1 		$223K Buy
921
+19
+2% +$5.14K 0.04% 258
2025
Q4 		$267K Sell
902
-41
-4% -$12.3K 0.05% 215
2025
Q3 		$266K Sell
943
-13
-1% -$3.4K 0.05% 209
2025
Q2 		$282K Buy
956
+61
+7% +$15.7K 0.06% 185
2025
Q1 		$223K Buy
+895
New +$219K 0.05% 215

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

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

Sage Rhino Capital reduced its IBM (IBM) stake by 21% in Q2 2026, selling an estimated $47.9K and leaving 731 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #346.

Sage Rhino Capital first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sage Rhino Capital held 731 shares of IBM worth $206K as of Q2 2026.
  • Sage Rhino Capital sold 190 IBM shares in Q2 2026, an estimated $47.9K.
  • IBM made up 0.03% of Sage Rhino Capital's portfolio in Q2 2026, its #346 holding.
  • Sage Rhino Capital first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Sage Rhino Capital's IBM position peaked at $282K in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.