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Triangle Securities Wealth Management’s IBM IBM Stock Holding History

Triangle Securities 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 		$857K Buy
3,267
+1,664
+104% +$419K 0.17% 124
2026
Q1 		$389K Sell
1,603
-1,670
-51% -$452K 0.09% 168
2025
Q4 		$946K Buy
3,273
+1,603
+96% +$480K 0.2% 112
2025
Q3 		$471K Sell
1,670
-91
-5% -$23.8K 0.11% 161
2025
Q2 		$519K Hold
1,761
– – 0.13% 148
2025
Q1 		$438K Buy
1,761
+20
+1% +$4.89K 0.11% 160
2024
Q4 		$383K Buy
1,741
+1
+0.1% +$223 0.1% 165
2024
Q3 		$385K Sell
1,740
-29
-2% -$5.69K 0.1% 170
2024
Q2 		$306K Sell
1,769
-19
-1% -$3.3K 0.09% 176
2024
Q1 		$341K Sell
1,788
-9
-0.5% -$1.64K 0.1% 173
2023
Q4 		$294K Buy
1,797
+1
+0.1% +$151 0.09% 174
2023
Q3 		$252K Buy
1,796
+2
+0.1% +$285 0.09% 171
2023
Q2 		$240K Sell
1,794
-34
-2% -$4.39K 0.08% 175
2023
Q1 		$240K Sell
1,828
-213
-10% -$28.5K 0.09% 176
2022
Q4 		$288K Sell
2,041
-654
-24% -$90.2K 0.11% 168
2022
Q3 		$320K Buy
2,695
+1,005
+59% +$132K 0.13% 152
2022
Q2 		$239K Sell
1,690
-63
-4% -$8.5K 0.09% 168
2022
Q1 		$228K Sell
1,753
-245
-12% -$32K 0.08% 169
2021
Q4 		$267K Sell
1,998
-212
-10% -$26.6K 0.08% 164
2021
Q3 		$294K Sell
2,210
-151
-6% -$20.2K 0.1% 154
2021
Q2 		$331K Sell
2,361
-195
-8% -$26.7K 0.11% 157
2021
Q1 		$326K Buy
2,556
+242
+10% +$29K 0.12% 152
2020
Q4 		$278K Buy
2,314
+348
+18% +$40.2K 0.11% 156
2020
Q3 		$229K Sell
1,966
-754
-28% -$88.8K 0.1% 153
2020
Q2 		$314K Sell
2,720
-897
-25% -$104K 0.15% 132
2020
Q1 		$384K Buy
3,617
+1,055
+41% +$133K 0.22% 110
2019
Q4 		$328K Sell
2,562
-647
-20% -$84.1K 0.14% 127
2019
Q3 		$446K Buy
3,209
+268
+9% +$36.1K 0.22% 115
2019
Q2 		$395K Buy
2,941
+1,003
+52% +$132K 0.2% 113
2019
Q1 		$261K Sell
1,938
-275
-12% -$35.1K 0.14% 133
2018
Q4 		$241K Sell
2,213
-511
-19% -$61.3K 0.14% 127
2018
Q3 		$394K Buy
2,724
+80
+3% +$11.2K 0.21% 110
2018
Q2 		$353K Sell
2,644
-120
-4% -$16.7K 0.2% 113
2018
Q1 		$405K Sell
2,764
-28
-1% -$4.24K 0.23% 106
2017
Q4 		$409K Buy
2,792
+21
+0.8% +$3.05K 0.23% 103
2017
Q3 		$384K Sell
2,771
-131
-5% -$18.3K 0.23% 103
2017
Q2 		$427K Sell
2,902
-290
-9% -$43.7K 0.28% 91
2017
Q1 		$531K Buy
3,192
+107
+3% +$17.9K 0.34% 79
2016
Q4 		$490K Buy
3,085
+393
+15% +$59.9K 0.33% 78
2016
Q3 		$409K Sell
2,692
-397
-13% -$60.2K 0.28% 90
2016
Q2 		$448K Sell
3,089
-478
-13% -$68.4K 0.33% 83
2016
Q1 		$516K Sell
3,567
-346
-9% -$44.2K 0.34% 82
2015
Q4 		$515K Sell
3,913
-390
-9% -$52.4K 0.35% 79
2015
Q3 		$596K Sell
4,303
-45
-1% -$6.64K 0.45% 74
2015
Q2 		$676K Sell
4,348
-131
-3% -$21.1K 0.48% 69
2015
Q1 		$687K Buy
4,479
+78
+2% +$11.8K 0.48% 68
2014
Q4 		$675K Buy
4,401
+166
+4% +$26.4K 0.48% 69
2014
Q3 		$769K Hold
4,235
– – 0.59% 63
2014
Q2 		$734K Buy
4,235
+577
+16% +$104K 0.56% 64
2014
Q1 		$746K Sell
3,658
-730
-17% -$129K 0.67% 54
2013
Q4 		$787K Buy
4,388
+407
+10% +$70.2K 0.64% 59
2013
Q3 		$705K Buy
3,981
+90
+2% +$16.4K 0.61% 61
2013
Q2 		$711K Buy
+3,891
New +$758K 0.53% 60

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Triangle Securities Wealth Management's IBM Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its IBM (IBM) stake by 104% in Q2 2026, buying an estimated $419K and bringing the position to 3,267 shares worth $857K. The position accounts for 0.17% of the portfolio, ranked #124.

Triangle Securities Wealth Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $946K in Q4 2025. 811 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Triangle Securities Wealth Management held 3,267 shares of IBM worth $857K as of Q2 2026.
  • Triangle Securities Wealth Management bought 1,664 IBM shares in Q2 2026, an estimated $419K.
  • IBM made up 0.17% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Triangle Securities Wealth Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Triangle Securities Wealth Management's IBM position peaked at $946K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.