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Traphagen Investment Advisors’s IBM IBM Stock Holding History

Traphagen Investment Advisors’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 		$1.01M Buy
3,609
+13
+0.4% +$3.27K 0.07% 87
2026
Q1 		$872K Sell
3,596
-153
-4% -$41.4K 0.07% 84
2025
Q4 		$1.11M Sell
3,749
-170
-4% -$50.9K 0.09% 70
2025
Q3 		$1.11M Buy
3,919
+337
+9% +$88.2K 0.1% 67
2025
Q2 		$1.06M Sell
3,582
-3
-0.1% -$773 0.1% 69
2025
Q1 		$891K Sell
3,585
-593
-14% -$145K 0.09% 78
2024
Q4 		$919K Buy
4,178
+1,002
+32% +$223K 0.09% 75
2024
Q3 		$702K Sell
3,176
-153
-5% -$30K 0.07% 88
2024
Q2 		$576K Buy
3,329
+133
+4% +$23.1K 0.06% 94
2024
Q1 		$610K Buy
3,196
+38
+1% +$6.93K 0.07% 88
2023
Q4 		$516K Sell
3,158
-108
-3% -$16.3K 0.06% 97
2023
Q3 		$458K Buy
3,266
+1
+0% +$142 0.06% 89
2023
Q2 		$437K Sell
3,265
-106
-3% -$13.7K 0.06% 97
2023
Q1 		$442K Buy
3,371
+258
+8% +$34.5K 0.07% 95
2022
Q4 		$439K Buy
3,113
+21
+0.7% +$2.9K 0.07% 86
2022
Q3 		$367K Sell
3,092
-228
-7% -$29.9K 0.07% 85
2022
Q2 		$469K Buy
3,320
+38
+1% +$5.13K 0.09% 74
2022
Q1 		$427K Sell
3,282
-38
-1% -$4.96K 0.07% 83
2021
Q4 		$444K Sell
3,320
-190
-5% -$23.8K 0.07% 85
2021
Q3 		$466K Buy
3,510
+499
+17% +$66.7K 0.08% 79
2021
Q2 		$422K Buy
3,011
+23
+0.8% +$3.15K 0.07% 90
2021
Q1 		$381K Sell
2,988
-423
-12% -$50.6K 0.07% 92
2020
Q4 		$411K Sell
3,411
-127
-4% -$14.7K 0.07% 86
2020
Q3 		$412K Sell
3,538
-90
-2% -$10.6K 0.08% 79
2020
Q2 		$419K Buy
3,628
+46
+1% +$5.34K 0.09% 79
2020
Q1 		$380K Buy
3,582
+116
+3% +$14.7K 0.1% 80
2019
Q4 		$444K Sell
3,466
-5
-0.1% -$650 0.11% 77
2019
Q3 		$482K Buy
3,471
+11
+0.3% +$1.48K 0.13% 64
2019
Q2 		$456K Buy
3,460
+438
+14% +$57.5K 0.12% 64
2019
Q1 		$408K Buy
+3,022
New +$385K 0.12% 68

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Traphagen Investment Advisors's IBM Position: Q2 2026 in Review

Traphagen Investment Advisors increased its IBM (IBM) stake by 0.36% in Q2 2026, buying an estimated $3.27K and bringing the position to 3,609 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #87.

Traphagen Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.11M in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Traphagen Investment Advisors held 3,609 shares of IBM worth $1.01M as of Q2 2026.
  • Traphagen Investment Advisors bought 13 IBM shares in Q2 2026, an estimated $3.27K.
  • IBM made up 0.07% of Traphagen Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Traphagen Investment Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's IBM position peaked at $1.11M in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.