Sonata Capital Group’s IBM IBM Stock Holding History

Sonata Capital Group’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 Q3	$297K	Sell	1,350 -710	-34%	-$169K	0.09%	111
2026 Q2	$579K	Sell	2,060 -875	-30%	-$220K	0.19%	76
2026 Q1	$711K	Sell	2,935 -265	-8%	-$71.7K	0.26%	64
2025 Q4	$948K	Buy	3,200 +750	+31%	+$225K	0.34%	57
2025 Q3	$691K	Sell	2,450 -200	-8%	-$52.4K	0.26%	64
2025 Q2	$781K	Sell	2,650 -670	-20%	-$173K	0.31%	59
2025 Q1	$826K	Sell	3,320 -100	-3%	-$24.5K	0.36%	53
2024 Q4	$752K	Buy	3,420 +975	+40%	+$217K	0.31%	58
2024 Q3	$541K	Sell	2,445 -380	-13%	-$74.5K	0.23%	66
2024 Q2	$489K	Buy	2,825 +300	+12%	+$52.1K	0.25%	52
2024 Q1	$482K	Buy	+2,525	New	+$461K	0.22%	72

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sonata Capital Group's IBM Position: Q3 2026 in Review

Sonata Capital Group reduced its IBM (IBM) stake by 34% in Q3 2026, selling an estimated $169K and leaving 1,350 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #111.

Sonata Capital Group first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $948K in Q4 2025. 1,787 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Sonata Capital Group held 1,350 shares of IBM worth $297K as of Q3 2026.
Sonata Capital Group sold 710 IBM shares in Q3 2026, an estimated $169K.
IBM made up 0.09% of Sonata Capital Group's portfolio in Q3 2026, its #111 holding.
Sonata Capital Group first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
Sonata Capital Group's IBM position peaked at $948K in Q4 2025.
1,787 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sonata Capital Group's 13F filing for Q3 2026, filed 19 Oct 2026.