Triumph Capital Management’s IBM IBM Stock Holding History

Triumph Capital 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	$1.53M	Buy	5,444 +3,867	+245%	+$974K	0.28%	81
2026 Q1	$382K	Buy	1,577 +475	+43%	+$129K	0.08%	218
2025 Q4	$326K	Buy	1,102 +63	+6%	+$18.9K	0.07%	241
2025 Q3	$293K	Sell	1,039 -3,777	-78%	-$989K	0.08%	244
2025 Q2	$1.42M	Sell	4,816 -30	-0.6%	-$7.73K	0.43%	56
2025 Q1	$1.21M	Buy	+4,846	New	+$1.19M	0.4%	53
2023 Q2	–	Sell	-2,312	Closed	-$303K	–	237
2023 Q1	$303K	Buy	+2,312	New	+$309K	0.15%	132
2022 Q3	–	Sell	-10,000	Closed	-$7K	–	208
2022 Q2	$7K	Buy	+10,000	New	+$1.35M	﹤0.01%	202
2022 Q1	–	Sell	-5,404	Closed	-$722K	–	219
2021 Q4	$722K	Buy	+5,404	New	+$678K	0.31%	76

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Triumph Capital Management's IBM Position: Q2 2026 in Review

Triumph Capital Management increased its IBM (IBM) stake by 245% in Q2 2026, buying an estimated $974K and bringing the position to 5,444 shares worth $1.53M. The position accounts for 0.28% of the portfolio, ranked #81.

Triumph Capital Management first reported a position in IBM in Q4 2021 and has held it in 9 quarters since. 1,921 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Triumph Capital Management held 5,444 shares of IBM worth $1.53M as of Q2 2026.
Triumph Capital Management bought 3,867 IBM shares in Q2 2026, an estimated $974K.
IBM made up 0.28% of Triumph Capital Management's portfolio in Q2 2026, its #81 holding.
Triumph Capital Management first reported a position in IBM in Q4 2021 and has held it in 9 quarters since.
1,921 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.