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 Q3	$394K	Buy	1,791 +23	+1%	+$5.46K	0.08%	32
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%	+$2.7K	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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Triune Financial Partners's IBM Position: Q3 2026 in Review

Triune Financial Partners increased its IBM (IBM) stake by 1.3% in Q3 2026, buying an estimated $5.46K and bringing the position to 1,791 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #32.

Triune Financial Partners first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $534K in Q4 2025. 2,891 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Triune Financial Partners held 1,791 shares of IBM worth $394K as of Q3 2026.
Triune Financial Partners bought 23 IBM shares in Q3 2026, an estimated $5.46K.
IBM made up 0.08% of Triune Financial Partners's portfolio in Q3 2026, its #32 holding.
Triune Financial Partners first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
Triune Financial Partners's IBM position peaked at $534K in Q4 2025.
2,891 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Triune Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.