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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trifecta Capital Advisors's IBM Position: Q1 2026 in Review

Trifecta Capital Advisors held its IBM (IBM) position steady in Q1 2026 at 98 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Trifecta Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $35.6K in Q3 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Trifecta Capital Advisors held 98 shares of IBM worth $23.8K as of Q1 2026.
Trifecta Capital Advisors left its IBM share count unchanged in Q1 2026.
IBM made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #199 holding.
Trifecta Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's IBM position peaked at $35.6K in Q3 2025.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.