TFC Financial Management
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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
Q3 		$937K Sell
4,260
-5,899
-58% -$1.4M 0.1% 55
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% -$3.34K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TFC Financial Management's IBM Position: Q3 2026 in Review

TFC Financial Management reduced its IBM (IBM) stake by 58% in Q3 2026, selling an estimated $1.4M and leaving 4,260 shares worth $937K. The position accounts for 0.1% of the portfolio, ranked #55.

TFC Financial Management first reported a position in IBM in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.79M in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • TFC Financial Management held 4,260 shares of IBM worth $937K as of Q3 2026.
  • TFC Financial Management sold 5,899 IBM shares in Q3 2026, an estimated $1.4M.
  • IBM made up 0.1% of TFC Financial Management's portfolio in Q3 2026, its #55 holding.
  • TFC Financial Management first reported a position in IBM in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's IBM position peaked at $3.79M in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.