Trinity Wealth Management
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Trinity Wealth Management’s IBM IBM Stock Holding History

Trinity Wealth Management’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 		– Sell
-1,695
Closed -$477K – 91
2026
Q2 		$477K Buy
1,695
+38
+2% +$9.6K 0.15% 51
2026
Q1 		$402K Sell
1,657
-15
-0.9% -$4.06K 0.15% 50
2025
Q4 		$495K Buy
1,672
+9
+0.5% +$2.7K 0.18% 47
2025
Q3 		$469K Sell
1,663
-1
-0.1% -$262 0.18% 49
2025
Q2 		$490K Buy
1,664
+8
+0.5% +$2.06K 0.19% 50
2025
Q1 		$412K Buy
1,656
+8
+0.5% +$1.96K 0.19% 40
2024
Q4 		$362K Buy
1,648
+4
+0.2% +$891 0.16% 43
2024
Q3 		$363K Hold
1,644
– – 0.17% 40
2024
Q2 		$284K Hold
1,644
– – 0.14% 39
2024
Q1 		$314K Hold
1,644
– – 0.16% 36
2023
Q4 		$269K Hold
1,644
– – 0.16% 38
2023
Q3 		$231K Hold
1,644
– – 0.14% 39
2023
Q2 		$220K Hold
1,644
– – 0.13% 39
2023
Q1 		$215K Hold
1,644
– – 0.14% 39
2022
Q4 		$232K Buy
+1,644
New +$227K 0.16% 39
2022
Q3 		– Sell
-1,644
Closed -$232K – 37
2022
Q2 		$232K Hold
1,644
– – 0.18% 35
2022
Q1 		$214K Hold
1,644
– – 0.15% 39
2021
Q4 		$220K Sell
1,644
-76
-4% -$9.5K 0.15% 35
2021
Q3 		$228K Hold
1,720
– – 0.17% 35
2021
Q2 		$241K Hold
1,720
– – 0.19% 28
2021
Q1 		$219K Hold
1,720
– – 0.19% 26
2020
Q4 		$207K Buy
+1,720
New +$199K 0.19% 23
2020
Q2 		– Sell
-2,561
Closed -$272K – 22
2020
Q1 		$272K Buy
2,561
+30
+1% +$3.79K 0.36% 22
2019
Q4 		$324K Buy
+2,531
New +$329K 0.33% 22

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Trinity Wealth Management's IBM Position: Q3 2026 in Review

Trinity Wealth Management sold out of IBM (IBM) in Q3 2026, closing a stake of 1,695 shares — an estimated $477K sold.

Trinity Wealth Management first reported a position in IBM in Q4 2019 and held it in 24 quarters. The position peaked at $495K in Q4 2025. 1,419 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Trinity Wealth Management reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
  • Trinity Wealth Management sold 1,695 IBM shares in Q3 2026, an estimated $477K.
  • Trinity Wealth Management first reported a position in IBM in Q4 2019 and held it in 24 quarters.
  • Trinity Wealth Management's IBM position peaked at $495K in Q4 2025.
  • 1,419 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.