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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Rhino Capital's IBM Position: Q1 2026 in Review

Sage Rhino Capital increased its IBM (IBM) stake by 2.1% in Q1 2026, buying an estimated $5.14K and bringing the position to 921 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #258.

Sage Rhino Capital first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $282K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sage Rhino Capital held 921 shares of IBM worth $223K as of Q1 2026.
  • Sage Rhino Capital bought 19 IBM shares in Q1 2026, an estimated $5.14K.
  • IBM made up 0.04% of Sage Rhino Capital's portfolio in Q1 2026, its #258 holding.
  • Sage Rhino Capital first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • Sage Rhino Capital's IBM position peaked at $282K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.