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Saxony Capital Management’s IBM IBM Stock Holding History

Saxony 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 		$471K Buy
1,674
+587
+54% +$148K 0.22% 97
2026
Q1 		$264K Buy
1,087
+95
+10% +$25.7K 0.15% 125
2025
Q4 		$294K Buy
+992
New +$297K 0.18% 111

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Saxony Capital Management increased its IBM (IBM) stake by 54% in Q2 2026, buying an estimated $148K and bringing the position to 1,674 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #97.

Saxony Capital Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Saxony Capital Management held 1,674 shares of IBM worth $471K as of Q2 2026.
  • Saxony Capital Management bought 587 IBM shares in Q2 2026, an estimated $148K.
  • IBM made up 0.22% of Saxony Capital Management's portfolio in Q2 2026, its #97 holding.
  • Saxony Capital Management first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.