TWP
IBM icon

Triad Wealth Partners’s IBM IBM Stock Holding History

Triad Wealth Partners’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 		$1.06M Buy
4,666
+933
+25% +$235K 0.06% 200
2026
Q1 		$905K Buy
3,733
+265
+8% +$71.7K 0.07% 185
2025
Q4 		$1.03M Buy
3,468
+502
+17% +$150K 0.1% 154
2025
Q3 		$837K Buy
2,966
+770
+35% +$202K 0.11% 139
2025
Q2 		$647K Buy
2,196
+1,310
+148% +$338K 0.13% 121
2025
Q1 		$220K Buy
+886
New +$217K 0.07% 193
2024
Q3 		– Sell
-332
Closed -$57.4K – 434
2024
Q2 		$57.4K Buy
+332
New +$57.7K 0.03% 207

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

Triad Wealth Partners's IBM Position: Q2 2026 in Review

Triad Wealth Partners increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $235K and bringing the position to 4,666 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #200.

Triad Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 7 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Triad Wealth Partners held 4,666 shares of IBM worth $1.06M as of Q2 2026.
  • Triad Wealth Partners bought 933 IBM shares in Q2 2026, an estimated $235K.
  • IBM made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Triad Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 7 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.