TI-Trust’s IBM IBM Stock Holding History

TI-Trust’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	$1.01M	Buy	4,588 +8	+0.2%	+$1.9K	0.56%	51
2026 Q2	$1.29M	Buy	4,580 +85	+2%	+$21.4K	0.69%	44
2026 Q1	$1.09M	Hold	4,495	–	–	0.65%	47
2025 Q4	$1.33M	Buy	4,495 +3	+0.1%	+$898	0.82%	35
2025 Q3	$1.27M	Buy	4,492 +37	+0.8%	+$9.7K	0.8%	36
2025 Q2	$1.31M	Hold	4,455	–	–	0.88%	35
2025 Q1	$1.11M	Sell	4,455 -27	-0.6%	-$6.6K	0.73%	38
2024 Q4	$985K	Sell	4,482 -27	-0.6%	-$6.01K	0.66%	42
2024 Q3	$997K	Sell	4,509 -3	-0.1%	-$588	0.71%	41
2024 Q2	$780K	Sell	4,512 -10	-0.2%	-$1.74K	0.6%	43
2024 Q1	$864K	Hold	4,522	–	–	0.63%	42
2023 Q4	$740K	Hold	4,522	–	–	0.65%	42
2023 Q3	$634K	Hold	4,522	–	–	0.61%	45
2023 Q2	$605K	Hold	4,522	–	–	0.56%	50
2023 Q1	$593K	Hold	4,522	–	–	0.56%	55
2022 Q4	$637K	Sell	4,522 -100	-2%	-$13.8K	0.61%	51
2022 Q3	$549K	Hold	4,622	–	–	0.59%	55
2022 Q2	$653K	Hold	4,622	–	–	0.67%	46
2022 Q1	$601K	Hold	4,622	–	–	0.55%	59
2021 Q4	$618K	Buy	+4,622	New	+$580K	0.55%	63
2019 Q4	$647K	Buy	+5,044	New	+$656K	0.64%	50

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TI-Trust's IBM Position: Q3 2026 in Review

TI-Trust increased its IBM (IBM) stake by 0.17% in Q3 2026, buying an estimated $1.9K and bringing the position to 4,588 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #51.

TI-Trust first reported a position in IBM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.33M in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

TI-Trust held 4,588 shares of IBM worth $1.01M as of Q3 2026.
TI-Trust bought 8 IBM shares in Q3 2026, an estimated $1.9K.
IBM made up 0.56% of TI-Trust's portfolio in Q3 2026, its #51 holding.
TI-Trust first reported a position in IBM in Q4 2019 and has held it in 21 quarters since.
TI-Trust's IBM position peaked at $1.33M in Q4 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TI-Trust's 13F filing for Q3 2026, filed 21 Oct 2026.