Triune Financial Partners’s IBM IBM Stock Holding History

Triune Financial Partners’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	$497K	Buy	1,768 +17	+1%	+$4.28K	0.1%	26
2026 Q1	$424K	Buy	1,751 +11	+0.6%	+$2.98K	0.1%	29
2025 Q4	$534K	Buy	1,740 +9	+0.5%	+$2.69K	0.12%	24
2025 Q3	$488K	Buy	1,731 +1	+0.1%	+$262	0.12%	24
2025 Q2	$510K	Buy	1,730 +6	+0.3%	+$1.55K	0.14%	21
2025 Q1	$429K	Hold	1,724	–	–	0.14%	22
2024 Q4	$379K	Hold	1,724	–	–	0.12%	22
2024 Q3	$381K	Hold	1,724	–	–	0.12%	20
2024 Q2	$298K	Hold	1,724	–	–	0.1%	23
2024 Q1	$329K	Hold	1,724	–	–	0.11%	24
2023 Q4	$282K	Hold	1,724	–	–	0.1%	25
2023 Q3	$242K	Hold	1,724	–	–	0.1%	28
2023 Q2	$231K	Hold	1,724	–	–	0.09%	28
2023 Q1	$226K	Hold	1,724	–	–	0.1%	25
2022 Q4	$243K	Hold	1,724	–	–	0.11%	22
2022 Q3	$205K	Hold	1,724	–	–	0.12%	20
2022 Q2	$243K	Hold	1,724	–	–	0.13%	18
2022 Q1	$224K	Hold	1,724	–	–	0.12%	22
2021 Q4	$230K	Buy	+1,724	New	+$216K	0.12%	22
2021 Q2	$253K	Buy	+1,803	New	+$247K	0.21%	16

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Triune Financial Partners's IBM Position: Q2 2026 in Review

Triune Financial Partners increased its IBM (IBM) stake by 0.97% in Q2 2026, buying an estimated $4.28K and bringing the position to 1,768 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #26.

Triune Financial Partners first reported a position in IBM in Q2 2021 and has held it in 20 quarters since. The position peaked at $534K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Triune Financial Partners held 1,768 shares of IBM worth $497K as of Q2 2026.
Triune Financial Partners bought 17 IBM shares in Q2 2026, an estimated $4.28K.
IBM made up 0.1% of Triune Financial Partners's portfolio in Q2 2026, its #26 holding.
Triune Financial Partners first reported a position in IBM in Q2 2021 and has held it in 20 quarters since.
Triune Financial Partners's IBM position peaked at $534K in Q4 2025.
3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.