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 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 $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sonata Capital Group's IBM Position: Q2 2026 in Review

Sonata Capital Group reduced its IBM (IBM) stake by 30% in Q2 2026, selling an estimated $220K and leaving 2,060 shares worth $579K. The position accounts for 0.19% of the portfolio, ranked #76.

Sonata Capital Group first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $948K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Sonata Capital Group held 2,060 shares of IBM worth $579K as of Q2 2026.
Sonata Capital Group sold 875 IBM shares in Q2 2026, an estimated $220K.
IBM made up 0.19% of Sonata Capital Group's portfolio in Q2 2026, its #76 holding.
Sonata Capital Group first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Sonata Capital Group's IBM position peaked at $948K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.