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 Q2	$477K	Buy	1,695 +38	+2%	+$9.57K	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%	+$2.69K	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%	-$9.53K	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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Trinity Wealth Management's IBM Position: Q2 2026 in Review

Trinity Wealth Management increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $9.57K and bringing the position to 1,695 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #51.

Trinity Wealth Management first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. The position peaked at $495K in Q4 2025. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Trinity Wealth Management held 1,695 shares of IBM worth $477K as of Q2 2026.
Trinity Wealth Management bought 38 IBM shares in Q2 2026, an estimated $9.57K.
IBM made up 0.15% of Trinity Wealth Management's portfolio in Q2 2026, its #51 holding.
Trinity Wealth Management first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
Trinity Wealth Management's IBM position peaked at $495K in Q4 2025.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.