Trinity Legacy Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-720
| Closed | -$213K | – | 108 |
|
|
2025
Q4 | $213K | Hold |
720
| – | – | 0.05% | 96 |
|
|
2025
Q3 | $221K | Hold |
720
| – | – | 0.05% | 93 |
|
|
2025
Q2 | $203K | Buy |
+720
| New | +$185K | 0.05% | 94 |
|
|
2025
Q1 | – | Sell |
-3,015
| Closed | -$663K | – | 96 |
|
|
2024
Q4 | $663K | Hold |
3,015
| – | – | 0.17% | 74 |
|
|
2024
Q3 | $709K | Hold |
3,015
| – | – | 0.18% | 73 |
|
|
2024
Q2 | $521K | Hold |
3,015
| – | – | 0.15% | 75 |
|
|
2024
Q1 | $576K | Sell |
3,015
-388
| -11% | -$70.8K | 0.17% | 69 |
|
|
2023
Q4 | $557K | Sell |
3,403
-120
| -3% | -$18.1K | 0.18% | 74 |
|
|
2023
Q3 | $494K | Sell |
3,523
-200
| -5% | -$28.5K | 0.17% | 74 |
|
|
2023
Q2 | $498K | Hold |
3,723
| – | – | 0.17% | 59 |
|
|
2023
Q1 | $488K | Hold |
3,723
| – | – | 0.18% | 59 |
|
|
2022
Q4 | $525K | Hold |
3,723
| – | – | 0.21% | 54 |
|
|
2022
Q3 | $442K | Sell |
3,723
-255
| -6% | -$33.5K | 0.19% | 54 |
|
|
2022
Q2 | $561K | Buy |
3,978
+247
| +7% | +$33.3K | 0.22% | 62 |
|
|
2022
Q1 | $485K | Buy |
3,731
+3
| +0.1% | +$391 | 0.16% | 67 |
|
|
2021
Q4 | $498K | Sell |
3,728
-171
| -4% | -$21.4K | 0.17% | 68 |
|
|
2021
Q3 | $518K | Sell |
3,899
-395
| -9% | -$52.8K | 0.19% | 66 |
|
|
2021
Q2 | $576K | Buy |
4,294
+288
| +7% | +$39.4K | 0.21% | 62 |
|
|
2021
Q1 | $512K | Sell |
4,006
-471
| -11% | -$56.4K | 0.2% | 55 |
|
|
2020
Q4 | $539K | Buy |
4,477
+246
| +6% | +$28.4K | 0.24% | 49 |
|
|
2020
Q3 | $506K | Buy |
4,231
+235
| +6% | +$27.7K | 0.24% | 47 |
|
|
2020
Q2 | $459K | Buy |
+3,996
| New | +$464K | 0.24% | 48 |
|
|
2020
Q1 | – | Sell |
-10,022
| Closed | -$1.31M | – | 76 |
|
|
2019
Q4 | $1.31M | Sell |
10,022
-11,512
| -53% | -$1.5M | 0.61% | 32 |
|
|
2019
Q3 | $2.92M | Sell |
21,534
-523
| -2% | -$70.5K | 1.45% | 19 |
|
|
2019
Q2 | $2.87M | Buy |
22,057
+7,904
| +56% | +$1.04M | 1.97% | 18 |
|
|
2019
Q1 | $1.91M | Sell |
14,153
-584
| -4% | -$74.4K | 1.25% | 30 |
|
|
2018
Q4 | $1.6M | Buy |
+14,737
| New | +$1.77M | 1.55% | 23 |
|
Other funds holding IBM
VCM
VPM
Trinity Legacy Partners's IBM Position: Q1 2026 in Review
Trinity Legacy Partners sold out of IBM (IBM) in Q1 2026, closing a stake of 720 shares — an estimated $213K sold.
Trinity Legacy Partners first reported a position in IBM in Q4 2018 and held it in 27 quarters. The position peaked at $2.92M in Q3 2019. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Trinity Legacy Partners reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
- Trinity Legacy Partners sold 720 IBM shares in Q1 2026, an estimated $213K.
- Trinity Legacy Partners first reported a position in IBM in Q4 2018 and held it in 27 quarters.
- Trinity Legacy Partners's IBM position peaked at $2.92M in Q3 2019.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.