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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TritonPoint Wealth's IBM Position: Q1 2026 in Review

TritonPoint Wealth reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $10K and leaving 2,467 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #154.

TritonPoint Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $822K in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • TritonPoint Wealth held 2,467 shares of IBM worth $598K as of Q1 2026.
  • TritonPoint Wealth sold 37 IBM shares in Q1 2026, an estimated $10K.
  • IBM made up 0.06% of TritonPoint Wealth's portfolio in Q1 2026, its #154 holding.
  • TritonPoint Wealth first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's IBM position peaked at $822K in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.