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Sit Investment Associates’s IBM IBM Stock Holding History

Sit Investment Associates’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 		$10.3M Buy
36,606
+4,690
+15% +$1.18M 0.19% 131
2026
Q1 		$7.74M Buy
31,916
+6,310
+25% +$1.71M 0.16% 155
2025
Q4 		$7.58M Sell
25,606
-2,745
-10% -$822K 0.15% 163
2025
Q3 		$8M Buy
28,351
+230
+0.8% +$60.2K 0.16% 146
2025
Q2 		$8.29M Sell
28,121
-2,546
-8% -$656K 0.18% 140
2025
Q1 		$7.63M Sell
30,667
-5,790
-16% -$1.42M 0.18% 148
2024
Q4 		$8.01M Sell
36,457
-2,000
-5% -$445K 0.18% 153
2024
Q3 		$8.5M Sell
38,457
-12,895
-25% -$2.53M 0.19% 147
2024
Q2 		$8.88M Buy
51,352
+3,820
+8% +$664K 0.2% 145
2024
Q1 		$9.08M Sell
47,532
-7,270
-13% -$1.33M 0.21% 150
2023
Q4 		$8.96M Buy
54,802
+5,550
+11% +$839K 0.22% 141
2023
Q3 		$6.91M Buy
49,252
+925
+2% +$132K 0.19% 159
2023
Q2 		$6.47M Sell
48,327
-7,245
-13% -$935K 0.17% 163
2023
Q1 		$7.29M Buy
+55,572
New +$7.43M 0.2% 149
2018
Q2 		– Sell
-89,328
Closed -$13.1M – 549
2018
Q1 		$13.1M Buy
+89,328
New +$13.5M 0.32% 102
2015
Q4 		– Sell
-1,700
Closed -$236K – 483
2015
Q3 		$236K Sell
1,700
-627
-27% -$92.6K ﹤0.01% 405
2015
Q2 		$362K Hold
2,327
– – 0.01% 378
2015
Q1 		$357K Sell
2,327
-2,563
-52% -$389K 0.01% 372
2014
Q4 		$750K Sell
4,890
-260,297
-98% -$41.4M 0.01% 333
2014
Q3 		$48.1M Sell
265,187
-16,576
-6% -$3.02M 0.84% 31
2014
Q2 		$48.8M Sell
281,763
-61,634
-18% -$11.1M 0.83% 30
2014
Q1 		$63.2M Sell
343,397
-37,671
-10% -$6.63M 1.11% 17
2013
Q4 		$68.3M Sell
381,068
-182,491
-32% -$31.5M 1.22% 12
2013
Q3 		$99.8M Sell
563,559
-7,337
-1% -$1.33M 1.91% 2
2013
Q2 		$104M Buy
+570,896
New +$111M 2.11% 2

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

Sit Investment Associates's IBM Position: Q2 2026 in Review

Sit Investment Associates increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $1.18M and bringing the position to 36,606 shares worth $10.3M. The position accounts for 0.19% of the portfolio, ranked #131.

Sit Investment Associates first reported a position in IBM in Q2 2013 and has held it in 25 quarters since. The position peaked at $104M in Q2 2013. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sit Investment Associates held 36,606 shares of IBM worth $10.3M as of Q2 2026.
  • Sit Investment Associates bought 4,690 IBM shares in Q2 2026, an estimated $1.18M.
  • IBM made up 0.19% of Sit Investment Associates's portfolio in Q2 2026, its #131 holding.
  • Sit Investment Associates first reported a position in IBM in Q2 2013 and has held it in 25 quarters since.
  • Sit Investment Associates's IBM position peaked at $104M in Q2 2013.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.