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Trifecta Capital Advisors’s IBM IBM Stock Holding History

Trifecta Capital 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 		$28.1K Buy
100
+2
+2% +$504 ﹤0.01% 217
2026
Q1 		$23.8K Hold
98
– – ﹤0.01% 199
2025
Q4 		$29K Sell
98
-28
-22% -$8.39K ﹤0.01% 184
2025
Q3 		$35.6K Buy
126
+71
+129% +$18.6K 0.01% 182
2025
Q2 		$16.2K Hold
55
– – ﹤0.01% 223
2025
Q1 		$13.7K Sell
55
-1
-2% -$245 ﹤0.01% 208
2024
Q4 		$12.3K Hold
56
– – ﹤0.01% 207
2024
Q3 		$12.4K Hold
56
– – ﹤0.01% 208
2024
Q2 		$9.69K Hold
56
– – ﹤0.01% 219
2024
Q1 		$10.7K Sell
56
-3
-5% -$547 ﹤0.01% 200
2023
Q4 		$9.65K Hold
59
– – ﹤0.01% 204
2023
Q3 		$8.28K Hold
59
– – ﹤0.01% 218
2023
Q2 		$7.89K Hold
59
– – ﹤0.01% 210
2023
Q1 		$7.74K Hold
59
– – ﹤0.01% 213
2022
Q4 		$8.31K Buy
+59
New +$8.14K ﹤0.01% 201

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

Trifecta Capital Advisors's IBM Position: Q2 2026 in Review

Trifecta Capital Advisors increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $504 and bringing the position to 100 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Trifecta Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.6K in Q3 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trifecta Capital Advisors held 100 shares of IBM worth $28.1K as of Q2 2026.
  • Trifecta Capital Advisors bought 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #217 holding.
  • Trifecta Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's IBM position peaked at $35.6K in Q3 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.