Sunesis Advisors’s IBM IBM Stock Holding History

Sunesis Advisors’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	–	Sell	-919	Closed	-$258K	–	40
2026 Q2	$258K	Hold	919	–	–	0.11%	51
2026 Q1	$223K	Sell	919 -7	-0.8%	-$1.89K	0.1%	55
2025 Q4	$274K	Hold	926	–	–	0.12%	43
2025 Q3	$261K	Buy	+926	New	+$242K	0.12%	43

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

Sunesis Advisors's IBM Position: Q3 2026 in Review

Sunesis Advisors sold out of IBM (IBM) in Q3 2026, closing a stake of 919 shares — an estimated $258K sold.

Sunesis Advisors first reported a position in IBM in Q3 2025 and held it in 4 quarters. The position peaked at $274K in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Sunesis Advisors reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
Sunesis Advisors sold 919 IBM shares in Q3 2026, an estimated $258K.
Sunesis Advisors first reported a position in IBM in Q3 2025 and held it in 4 quarters.
Sunesis Advisors's IBM position peaked at $274K in Q4 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.