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 Q3	$21.6K	Sell	98 -2	-2%	-$475	﹤0.01%	217
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	$9.7K	Hold	56	–	–	﹤0.01%	219
2024 Q1	$10.7K	Sell	56 -3	-5%	-$547	﹤0.01%	200
2023 Q4	$9.6K	Hold	59	–	–	﹤0.01%	204
2023 Q3	$8.28K	Hold	59	–	–	﹤0.01%	218
2023 Q2	$7.9K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Trifecta Capital Advisors's IBM Position: Q3 2026 in Review

Trifecta Capital Advisors reduced its IBM (IBM) stake by 2% in Q3 2026, selling an estimated $475 and leaving 98 shares worth $21.6K. 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 16 quarters since. The position peaked at $35.6K in Q3 2025. 2,258 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Trifecta Capital Advisors held 98 shares of IBM worth $21.6K as of Q3 2026.
Trifecta Capital Advisors sold 2 IBM shares in Q3 2026, an estimated $475.
IBM made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #217 holding.
Trifecta Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
Trifecta Capital Advisors's IBM position peaked at $35.6K in Q3 2025.
2,258 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.