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TritonPoint Wealth’s IBM IBM Stock Holding History

TritonPoint Wealth’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 		$724K Buy
2,576
+109
+4% +$27.5K 0.07% 147
2026
Q1 		$598K Sell
2,467
-37
-1% -$10K 0.06% 154
2025
Q4 		$742K Sell
2,504
-297
-11% -$88.9K 0.08% 142
2025
Q3 		$790K Buy
2,801
+11
+0.4% +$2.88K 0.07% 175
2025
Q2 		$822K Buy
2,790
+521
+23% +$134K 0.08% 171
2025
Q1 		$564K Buy
2,269
+173
+8% +$42.3K 0.05% 201
2024
Q4 		$461K Sell
2,096
-47
-2% -$10.5K 0.04% 215
2024
Q3 		$473K Sell
2,143
-327
-13% -$64.1K 0.04% 216
2024
Q2 		$427K Buy
2,470
+129
+6% +$22.4K 0.04% 220
2024
Q1 		$437K Sell
2,341
-549
-19% -$100K 0.05% 214
2023
Q4 		$473K Buy
+2,890
New +$437K 0.05% 218

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TritonPoint Wealth's IBM Position: Q2 2026 in Review

TritonPoint Wealth increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 2,576 shares worth $724K. The position accounts for 0.07% of the portfolio, ranked #147.

TritonPoint Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $822K in Q2 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TritonPoint Wealth held 2,576 shares of IBM worth $724K as of Q2 2026.
  • TritonPoint Wealth bought 109 IBM shares in Q2 2026, an estimated $27.5K.
  • IBM made up 0.07% of TritonPoint Wealth's portfolio in Q2 2026, its #147 holding.
  • TritonPoint Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's IBM position peaked at $822K in Q2 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.