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TCV Trust & Wealth Management’s IBM IBM Stock Holding History

TCV Trust & Wealth 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
Q2 		$1.03M Hold
3,661
– – 0.08% 108
2026
Q1 		$887K Buy
3,661
+2,060
+129% +$557K 0.07% 109
2025
Q4 		$474K Buy
1,601
+60
+4% +$18K 0.04% 152
2025
Q3 		$435K Hold
1,541
– – 0.04% 157
2025
Q2 		$454K Buy
1,541
+100
+7% +$25.8K 0.04% 153
2025
Q1 		$358K Buy
1,441
+100
+7% +$24.5K 0.03% 160
2024
Q4 		$295K Hold
1,341
– – 0.03% 164
2024
Q3 		$296K Hold
1,341
– – 0.03% 164
2024
Q2 		$232K Buy
1,341
+200
+18% +$34.8K 0.02% 185
2024
Q1 		$218K Buy
+1,141
New +$208K 0.02% 187
2023
Q4 		– Sell
-2,176
Closed -$305K – 194
2023
Q3 		$305K Buy
+2,176
New +$310K 0.03% 157
2022
Q3 		– Sell
-1,791
Closed -$253K – 189
2022
Q2 		$253K Buy
+1,791
New +$242K 0.03% 176
2021
Q4 		– Sell
-1,678
Closed -$223K – 214
2021
Q3 		$223K Buy
+1,678
New +$224K 0.02% 181
2021
Q1 		– Sell
-2,013
Closed -$242K – 190
2020
Q4 		$242K Sell
2,013
-261
-11% -$30.2K 0.03% 169
2020
Q3 		$264K Buy
2,274
+122
+6% +$14.4K 0.04% 158
2020
Q2 		$249K Sell
2,152
-109
-5% -$12.7K 0.04% 161
2020
Q1 		$239K Buy
2,261
+26
+1% +$3.29K 0.04% 152
2019
Q4 		$287K Sell
2,235
-110
-5% -$14.3K 0.03% 165
2019
Q3 		$326K Sell
2,345
-79
-3% -$10.7K 0.04% 155
2019
Q2 		$319K Hold
2,424
– – 0.04% 160
2019
Q1 		$327K Sell
2,424
-549
-18% -$70K 0.04% 161
2018
Q4 		$323K Buy
2,973
+433
+17% +$52K 0.05% 163
2018
Q3 		$368K Hold
2,540
– – 0.05% 160
2018
Q2 		$340K Sell
2,540
-4,554
-64% -$635K 0.05% 159
2018
Q1 		$1.04M Sell
7,094
-64
-0.9% -$9.68K 0.15% 98
2017
Q4 		$1.05M Sell
7,158
-131
-2% -$19K 0.15% 98
2017
Q3 		$1.01M Sell
7,289
-1,637
-18% -$228K 0.15% 98
2017
Q2 		$1.31M Buy
8,926
+864
+11% +$130K 0.2% 93
2017
Q1 		$1.34M Buy
8,062
+576
+8% +$96.6K 0.21% 89
2016
Q4 		$1.19M Buy
7,486
+1,937
+35% +$295K 0.19% 90
2016
Q3 		$843K Sell
5,549
-52
-0.9% -$7.89K 0.14% 98
2016
Q2 		$812K Sell
5,601
-327
-6% -$46.8K 0.14% 101
2016
Q1 		$858K Sell
5,928
-45,816
-89% -$5.85M 0.15% 96
2015
Q4 		$6.81M Sell
51,744
-2,074
-4% -$279K 1.21% 27
2015
Q3 		$7.46M Buy
53,818
+123
+0.2% +$18.2K 1.35% 21
2015
Q2 		$8.35M Sell
53,695
-1,323
-2% -$213K 1.37% 19
2015
Q1 		$8.44M Sell
55,018
-150
-0.3% -$22.8K 1.37% 18
2014
Q4 		$8.46M Sell
55,168
-578
-1% -$92K 1.39% 19
2014
Q3 		$10.1M Sell
55,746
-1,082
-2% -$197K 1.71% 11
2014
Q2 		$9.85M Sell
56,828
-334
-0.6% -$60.1K 1.61% 12
2014
Q1 		$10.5M Sell
57,162
-65
-0.1% -$11.4K 1.77% 10
2013
Q4 		$10.3M Sell
57,227
-86
-0.2% -$14.8K 1.75% 11
2013
Q3 		$10.1M Buy
57,313
+1,640
+3% +$298K 1.98% 8
2013
Q2 		$10.2M Buy
+55,673
New +$10.8M 2.08% 8

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCV Trust & Wealth Management's IBM Position: Q2 2026 in Review

TCV Trust & Wealth Management held its IBM (IBM) position steady in Q2 2026 at 3,661 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #108.

TCV Trust & Wealth Management first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $10.5M in Q1 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TCV Trust & Wealth Management held 3,661 shares of IBM worth $1.03M as of Q2 2026.
  • TCV Trust & Wealth Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.08% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #108 holding.
  • TCV Trust & Wealth Management first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
  • TCV Trust & Wealth Management's IBM position peaked at $10.5M in Q1 2014.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.