TrueNorth Wealth & Impact, LLC’s IBM IBM Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$426K	Buy	+1,940	New	+$461K	0.16%	98

Other funds holding IBM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

TrueNorth Wealth & Impact, LLC's IBM Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in IBM (IBM) in Q3 2026: 1,940 shares worth $426K. The stake represents 0.16% of the portfolio and ranks #98 among its holdings.

3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 1,940 shares of IBM worth $426K as of Q3 2026.
IBM was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
IBM made up 0.16% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #98 holding.
3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.