Triton Wealth Management’s IBM IBM Stock Holding History

Triton 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 Q1	$374K	Sell	1,523 -3	-0.2%	-$812	0.14%	80
2025 Q4	$435K	Hold	1,526	–	–	0.16%	71
2025 Q3	$468K	Buy	1,526 +32	+2%	+$8.38K	0.18%	63
2025 Q2	$389K	Buy	+1,494	New	+$385K	0.17%	74
2024 Q4	$271K	Buy	1,274 +238	+23%	+$53K	0.14%	75
2024 Q3	$228K	Buy	+1,036	New	+$203K	0.13%	81
2023 Q3	–	Sell	-1,928	Closed	-$278K	–	79
2023 Q2	$278K	Buy	1,928 +1	+0.1%	+$129	0.16%	65
2023 Q1	$262K	Hold	1,927	–	–	0.16%	61
2022 Q4	$275K	Buy	1,927 +34	+2%	+$4.69K	0.17%	62
2022 Q3	$237K	Hold	1,893	–	–	0.14%	64
2022 Q2	$250K	Hold	1,893	–	–	0.18%	65
2022 Q1	$260K	Hold	1,893	–	–	0.13%	74
2021 Q4	$260K	Sell	1,893 -87	-4%	-$10.9K	0.13%	74
2021 Q3	$269K	Hold	1,980	–	–	0.13%	87
2021 Q2	$271K	Buy	+1,980	New	+$271K	0.15%	91

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triton Wealth Management's IBM Position: Q1 2026 in Review

Triton Wealth Management reduced its IBM (IBM) stake by 0.2% in Q1 2026, selling an estimated $812 and leaving 1,523 shares worth $374K. The position accounts for 0.14% of the portfolio, ranked #80.

Triton Wealth Management first reported a position in IBM in Q2 2021 and has held it in 15 quarters since. The position peaked at $468K in Q3 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Triton Wealth Management held 1,523 shares of IBM worth $374K as of Q1 2026.
Triton Wealth Management sold 3 IBM shares in Q1 2026, an estimated $812.
IBM made up 0.14% of Triton Wealth Management's portfolio in Q1 2026, its #80 holding.
Triton Wealth Management first reported a position in IBM in Q2 2021 and has held it in 15 quarters since.
Triton Wealth Management's IBM position peaked at $468K in Q3 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.