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Sunpointe’s IBM IBM Stock Holding History

Sunpointe’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 		$319K Sell
1,134
-76
-6% -$19.1K 0.09% 188
2026
Q1 		$293K Sell
1,210
-83
-6% -$22.5K 0.1% 204
2025
Q4 		$383K Buy
1,293
+246
+23% +$73.7K 0.13% 160
2025
Q3 		$295K Sell
1,047
-14
-1% -$3.67K 0.11% 181
2025
Q2 		$313K Sell
1,061
-21
-2% -$5.41K 0.12% 159
2025
Q1 		$269K Buy
1,082
+111
+11% +$27.2K 0.14% 129
2024
Q4 		$213K Sell
971
-73
-7% -$16.3K 0.11% 174
2024
Q3 		$231K Buy
+1,044
New +$205K 0.19% 143

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sunpointe's IBM Position: Q2 2026 in Review

Sunpointe reduced its IBM (IBM) stake by 6.3% in Q2 2026, selling an estimated $19.1K and leaving 1,134 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #188.

Sunpointe first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $383K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sunpointe held 1,134 shares of IBM worth $319K as of Q2 2026.
  • Sunpointe sold 76 IBM shares in Q2 2026, an estimated $19.1K.
  • IBM made up 0.09% of Sunpointe's portfolio in Q2 2026, its #188 holding.
  • Sunpointe first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Sunpointe's IBM position peaked at $383K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.