Sunbeam Capital Management’s IBM IBM Stock Holding History

Sunbeam 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 Q3	$536K	Sell	2,439 -143	-6%	-$34K	0.25%	70
2026 Q2	$726K	Sell	2,582 -40	-2%	-$10.1K	0.33%	58
2026 Q1	$635K	Buy	2,622 +205	+8%	+$55.5K	0.36%	58
2025 Q4	$716K	Sell	2,417 -189	-7%	-$56.6K	0.42%	49
2025 Q3	$735K	Buy	2,606 +100	+4%	+$26.2K	0.46%	44
2025 Q2	$739K	Buy	2,506 +1,489	+146%	+$384K	0.56%	39
2025 Q1	$253K	Sell	1,017 -25	-2%	-$6.12K	0.24%	69
2024 Q4	$229K	Buy	+1,042	New	+$232K	0.21%	77

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sunbeam Capital Management's IBM Position: Q3 2026 in Review

Sunbeam Capital Management reduced its IBM (IBM) stake by 5.5% in Q3 2026, selling an estimated $34K and leaving 2,439 shares worth $536K. The position accounts for 0.25% of the portfolio, ranked #70.

Sunbeam Capital Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $739K in Q2 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Sunbeam Capital Management held 2,439 shares of IBM worth $536K as of Q3 2026.
Sunbeam Capital Management sold 143 IBM shares in Q3 2026, an estimated $34K.
IBM made up 0.25% of Sunbeam Capital Management's portfolio in Q3 2026, its #70 holding.
Sunbeam Capital Management first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's IBM position peaked at $739K in Q2 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.