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Trilogy Capital’s IBM IBM Stock Holding History

Trilogy Capital’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 		$439K Buy
1,560
+309
+25% +$77.9K 0.02% 283
2026
Q1 		$303K Buy
1,251
+35
+3% +$9.47K 0.01% 317
2025
Q4 		$360K Buy
1,216
+171
+16% +$51.2K 0.02% 289
2025
Q3 		$295K Buy
1,045
+311
+42% +$81.4K 0.01% 312
2025
Q2 		$216K Sell
734
-193
-21% -$49.7K 0.01% 354
2025
Q1 		$231K Sell
927
-48
-5% -$11.7K 0.01% 314
2024
Q4 		$214K Buy
975
+55
+6% +$12.2K 0.01% 316
2024
Q3 		$203K Buy
+920
New +$180K 0.01% 321
2024
Q2 		– Sell
-2,275
Closed -$434K – 330
2024
Q1 		$434K Buy
+2,275
New +$415K 0.03% 212
2023
Q1 		– Sell
-15,536
Closed -$2.19M – 254
2022
Q4 		$2.19M Buy
15,536
+2,132
+16% +$294K 0.16% 86
2022
Q3 		$1.59M Buy
13,404
+1,846
+16% +$242K 0.14% 75
2022
Q2 		$1.63M Buy
11,558
+2,049
+22% +$277K 0.14% 67
2022
Q1 		$1.24M Buy
9,509
+1,832
+24% +$239K 0.09% 97
2021
Q4 		$1.03M Buy
7,677
+110
+1% +$13.8K 0.08% 97
2021
Q3 		$1M Sell
7,567
-26
-0.3% -$3.48K 0.08% 88
2021
Q2 		$1.02M Buy
7,593
+2,137
+39% +$292K 0.08% 84
2021
Q1 		$695K Buy
5,456
+532
+11% +$63.7K 0.05% 115
2020
Q4 		$592K Buy
4,924
+20
+0.4% +$2.31K 0.05% 108
2020
Q3 		$570K Sell
4,904
-289
-6% -$34K 0.05% 92
2020
Q2 		$627K Buy
5,193
+238
+5% +$27.6K 0.06% 81
2020
Q1 		$597K Sell
4,955
-1,683
-25% -$213K 0.07% 74
2019
Q4 		$852K Buy
6,638
+155
+2% +$20.1K 0.08% 77
2019
Q3 		$886K Buy
6,483
+261
+4% +$35.2K 0.09% 71
2019
Q2 		$835K Buy
6,222
+1,233
+25% +$162K 0.09% 68
2019
Q1 		$673K Buy
4,989
+730
+17% +$93.1K 0.08% 77
2018
Q4 		$463K Sell
4,259
-64
-1% -$7.68K 0.06% 89
2018
Q3 		$625K Sell
4,323
-434
-9% -$60.6K 0.08% 84
2018
Q2 		$635K Buy
4,757
+177
+4% +$24.7K 0.09% 71
2018
Q1 		$672K Buy
4,580
+823
+22% +$125K 0.1% 63
2017
Q4 		$551K Buy
+3,757
New +$546K 0.09% 73

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
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Trilogy Capital's IBM Position: Q2 2026 in Review

Trilogy Capital increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $77.9K and bringing the position to 1,560 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #283.

Trilogy Capital first reported a position in IBM in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.19M in Q4 2022. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trilogy Capital held 1,560 shares of IBM worth $439K as of Q2 2026.
  • Trilogy Capital bought 309 IBM shares in Q2 2026, an estimated $77.9K.
  • IBM made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #283 holding.
  • Trilogy Capital first reported a position in IBM in Q4 2017 and has held it in 30 quarters since.
  • Trilogy Capital's IBM position peaked at $2.19M in Q4 2022.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.