TriaGen Wealth Management’s IBM IBM Stock Holding History

TriaGen Wealth 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 Q2	$630K	Hold	2,239	–	–	0.16%	115
2026 Q1	$543K	Hold	2,239	–	–	0.15%	111
2025 Q4	$663K	Sell	2,239 -400	-15%	-$120K	0.17%	105
2025 Q3	$745K	Sell	2,639 -166	-6%	-$43.5K	0.19%	101
2025 Q2	$827K	Buy	2,805 +59	+2%	+$15.2K	0.25%	83
2025 Q1	$683K	Buy	2,746 +127	+5%	+$31.1K	0.24%	83
2024 Q4	$576K	Hold	2,619	–	–	0.19%	98
2024 Q3	$579K	Sell	2,619 -100	-4%	-$19.6K	0.19%	99
2024 Q2	$470K	Buy	2,719 +89	+3%	+$15.5K	0.18%	103
2024 Q1	$502K	Sell	2,630 -50	-2%	-$9.12K	0.21%	97
2023 Q4	$438K	Sell	2,680 -4	-0.1%	-$604	0.21%	98
2023 Q3	$377K	Hold	2,684	–	–	0.19%	103
2023 Q2	$359K	Hold	2,684	–	–	0.16%	116
2023 Q1	$352K	Hold	2,684	–	–	0.18%	109
2022 Q4	$378K	Hold	2,684	–	–	0.21%	109
2022 Q3	$319K	Sell	2,684 -544	-17%	-$71.4K	0.18%	115
2022 Q2	$456K	Hold	3,228	–	–	0.32%	79
2022 Q1	$420K	Hold	3,228	–	–	0.22%	115
2021 Q4	$431K	Sell	3,228 -148	-4%	-$18.6K	0.21%	111
2021 Q3	$448K	Buy	3,376 +4	+0.1%	+$535	0.24%	104
2021 Q2	$454K	Hold	3,372	–	–	0.23%	107
2021 Q1	$430K	Hold	3,372	–	–	0.25%	102
2020 Q4	$406K	Buy	+3,372	New	+$390K	0.24%	111

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TriaGen Wealth Management's IBM Position: Q2 2026 in Review

TriaGen Wealth Management held its IBM (IBM) position steady in Q2 2026 at 2,239 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #115.

TriaGen Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $827K in Q2 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

TriaGen Wealth Management held 2,239 shares of IBM worth $630K as of Q2 2026.
TriaGen Wealth Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.16% of TriaGen Wealth Management's portfolio in Q2 2026, its #115 holding.
TriaGen Wealth Management first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's IBM position peaked at $827K in Q2 2025.
3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.