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Sagewood Asset Management’s IBM IBM Stock Holding History

Sagewood Asset 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 		$1.6M Sell
5,693
-176
-3% -$44.3K 0.36% 46
2026
Q1 		$1.42M Buy
5,869
+144
+3% +$39K 0.45% 35
2025
Q4 		$1.7M Buy
+5,725
New +$1.71M 0.6% 27

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sagewood Asset Management's IBM Position: Q2 2026 in Review

Sagewood Asset Management reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $44.3K and leaving 5,693 shares worth $1.6M. The position accounts for 0.36% of the portfolio, ranked #46.

Sagewood Asset Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.7M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sagewood Asset Management held 5,693 shares of IBM worth $1.6M as of Q2 2026.
  • Sagewood Asset Management sold 176 IBM shares in Q2 2026, an estimated $44.3K.
  • IBM made up 0.36% of Sagewood Asset Management's portfolio in Q2 2026, its #46 holding.
  • Sagewood Asset Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's IBM position peaked at $1.7M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.