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TFC Financial Management’s IBM IBM Stock Holding History

TFC Financial 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 		$2.86M Sell
10,159
-2,311
-19% -$582K 0.32% 27
2026
Q1 		$3.02M Sell
12,470
-312
-2% -$84.4K 0.37% 23
2025
Q4 		$3.79M Sell
12,782
-193
-1% -$57.8K 0.47% 20
2025
Q3 		$3.66M Buy
12,975
+965
+8% +$253K 0.47% 20
2025
Q2 		$3.54M Sell
12,010
-607
-5% -$156K 0.49% 19
2025
Q1 		$3.14M Hold
12,617
– – 0.48% 22
2024
Q4 		$2.77M Sell
12,617
-155
-1% -$34.5K 0.44% 23
2024
Q3 		$2.82M Sell
12,772
-3
-0% -$588 0.45% 21
2024
Q2 		$2.21M Sell
12,775
-266
-2% -$46.2K 0.39% 26
2024
Q1 		$2.49M Sell
13,041
-33
-0.3% -$6.02K 0.44% 22
2023
Q4 		$2.14M Buy
13,074
+410
+3% +$62K 0.43% 25
2023
Q3 		$1.78M Buy
12,664
+2,062
+19% +$293K 0.42% 23
2023
Q2 		$1.42M Buy
10,602
+432
+4% +$55.8K 0.35% 28
2023
Q1 		$1.33M Sell
10,170
-25
-0.2% -$3.35K 0.34% 28
2022
Q4 		$1.44M Sell
10,195
-35
-0.3% -$4.83K 0.41% 24
2022
Q3 		$1.22M Hold
10,230
– – 0.39% 25
2022
Q2 		$1.44M Sell
10,230
-260
-2% -$35.1K 0.43% 24
2022
Q1 		$1.36M Buy
10,490
+233
+2% +$30.4K 0.39% 22
2021
Q4 		$1.37M Sell
10,257
-896
-8% -$112K 0.42% 21
2021
Q3 		$1.48M Hold
11,153
– – 0.49% 19
2021
Q2 		$1.56M Sell
11,153
-40
-0.4% -$5.47K 0.53% 17
2021
Q1 		$1.43M Sell
11,193
-1,366
-11% -$163K 0.56% 17
2020
Q4 		$1.51M Sell
12,559
-1,039
-8% -$120K 0.64% 14
2020
Q3 		$1.58M Buy
+13,598
New +$1.6M 0.78% 13

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TFC Financial Management's IBM Position: Q2 2026 in Review

TFC Financial Management reduced its IBM (IBM) stake by 19% in Q2 2026, selling an estimated $582K and leaving 10,159 shares worth $2.86M. The position accounts for 0.32% of the portfolio, ranked #27.

TFC Financial Management first reported a position in IBM in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.79M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TFC Financial Management held 10,159 shares of IBM worth $2.86M as of Q2 2026.
  • TFC Financial Management sold 2,311 IBM shares in Q2 2026, an estimated $582K.
  • IBM made up 0.32% of TFC Financial Management's portfolio in Q2 2026, its #27 holding.
  • TFC Financial Management first reported a position in IBM in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's IBM position peaked at $3.79M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.