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 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%	+$9.69K	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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TI-Trust's IBM Position: Q2 2026 in Review

TI-Trust increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,580 shares worth $1.29M. The position accounts for 0.69% of the portfolio, ranked #44.

TI-Trust first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.33M in Q4 2025. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

TI-Trust held 4,580 shares of IBM worth $1.29M as of Q2 2026.
TI-Trust bought 85 IBM shares in Q2 2026, an estimated $21.4K.
IBM made up 0.69% of TI-Trust's portfolio in Q2 2026, its #44 holding.
TI-Trust first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
TI-Trust's IBM position peaked at $1.33M in Q4 2025.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.