Triumph Capital Management’s Samsara IOT Stock Holding History

Triumph Capital Management’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91.9K	Buy	2,900 +2,400	+480%	+$73.3K	0.02%	472
2025 Q4	$17.7K	Sell	500 -16,300	-97%	-$631K	﹤0.01%	902
2025 Q3	$626K	Sell	16,800 -10,100	-38%	-$375K	0.17%	136
2025 Q2	$1.07M	Hold	26,900	–	–	0.32%	71
2025 Q1	$1.03M	Buy	26,900 +13,300	+98%	+$619K	0.34%	67
2024 Q4	$594K	Buy	13,600 +3,600	+36%	+$177K	0.2%	124
2024 Q3	$481K	Buy	+10,000	New	+$405K	0.17%	140
2024 Q2	–	Sell	-25,000	Closed	-$900K	–	256
2024 Q1	$900K	Buy	25,000 +5,000	+25%	+$170K	0.37%	60
2023 Q4	$668K	Buy	+20,000	New	+$555K	0.28%	80
2023 Q3	–	Sell	-17,000	Closed	-$471K	–	232
2023 Q2	$471K	Buy	+17,000	New	+$377K	0.21%	99

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triumph Capital Management's IOT Position: Q1 2026 in Review

Triumph Capital Management increased its Samsara (IOT) stake by 480% in Q1 2026, buying an estimated $73.3K and bringing the position to 2,900 shares worth $91.9K. The position accounts for 0.02% of the portfolio, ranked #472.

Triumph Capital Management first reported a position in IOT in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q2 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Triumph Capital Management held 2,900 shares of Samsara worth $91.9K as of Q1 2026.
Triumph Capital Management bought 2,400 Samsara shares in Q1 2026, an estimated $73.3K.
Samsara made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #472 holding.
Triumph Capital Management first reported a position in Samsara in Q2 2023 and has held it in 10 quarters since.
Triumph Capital Management's Samsara position peaked at $1.07M in Q2 2025.
538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.