Triglav Skladi’s IBM IBM Stock Holding History

Triglav Skladi’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	$3.43M	Sell	15,600 -2,000	-11%	-$475K	0.18%	81
2026 Q2	$4.95M	Buy	+17,600	New	+$4.43M	0.26%	65
2026 Q1	–	Sell	-30,300	Closed	-$8.98M	–	179
2025 Q4	$8.98M	Hold	30,300	–	–	0.57%	41
2025 Q3	$8.55M	Sell	30,300 -1,700	-5%	-$445K	0.56%	38
2025 Q2	$9.43M	Hold	32,000	–	–	0.68%	29
2025 Q1	$7.96M	Buy	32,000 +1,500	+5%	+$367K	0.67%	38
2024 Q4	$6.7M	Buy	+30,500	New	+$6.79M	0.53%	45

Other funds holding IBM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Triglav Skladi's IBM Position: Q3 2026 in Review

Triglav Skladi reduced its IBM (IBM) stake by 11% in Q3 2026, selling an estimated $475K and leaving 15,600 shares worth $3.43M. The position accounts for 0.18% of the portfolio, ranked #81.

Triglav Skladi first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.43M in Q2 2025. 2,749 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Triglav Skladi held 15,600 shares of IBM worth $3.43M as of Q3 2026.
Triglav Skladi sold 2,000 IBM shares in Q3 2026, an estimated $475K.
IBM made up 0.18% of Triglav Skladi's portfolio in Q3 2026, its #81 holding.
Triglav Skladi first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Triglav Skladi's IBM position peaked at $9.43M in Q2 2025.
2,749 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Triglav Skladi's 13F filing for Q3 2026, filed 6 Nov 2026.