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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
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
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

Triune Financial Partners's IBM Position: Q1 2026 in Review

Triune Financial Partners increased its IBM (IBM) stake by 0.63% in Q1 2026, buying an estimated $2.98K and bringing the position to 1,751 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #29.

Triune Financial Partners first reported a position in IBM in Q2 2021 and has held it in 19 quarters since. The position peaked at $534K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Triune Financial Partners held 1,751 shares of IBM worth $424K as of Q1 2026.
  • Triune Financial Partners bought 11 IBM shares in Q1 2026, an estimated $2.98K.
  • IBM made up 0.1% of Triune Financial Partners's portfolio in Q1 2026, its #29 holding.
  • Triune Financial Partners first reported a position in IBM in Q2 2021 and has held it in 19 quarters since.
  • Triune Financial Partners's IBM position peaked at $534K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.