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Trivium Point Advisory’s IBM IBM Stock Holding History

Trivium Point Advisory’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 		$2.82M Buy
10,025
+3,534
+54% +$890K 0.26% 96
2026
Q1 		$1.57M Sell
6,491
-3,148
-33% -$852K 0.28% 88
2025
Q4 		$2.86M Sell
9,639
-492
-5% -$147K 0.29% 89
2025
Q3 		$2.86M Buy
10,131
+74
+0.7% +$19.4K 0.29% 86
2025
Q2 		$2.96M Hold
10,057
– – 0.32% 85
2025
Q1 		$2.5M Buy
10,057
+1,488
+17% +$364K 0.31% 93
2024
Q4 		$1.88M Buy
8,569
+389
+5% +$86.6K 0.24% 112
2024
Q3 		$1.73M Sell
8,180
-3,076
-27% -$603K 0.24% 117
2024
Q2 		$1.95M Buy
11,256
+2,676
+31% +$465K 0.29% 101
2024
Q1 		$1.64M Sell
8,580
-773
-8% -$141K 0.35% 80
2023
Q4 		$1.53M Sell
9,353
-917
-9% -$139K 0.37% 82
2023
Q3 		$1.44M Buy
10,270
+527
+5% +$75K 0.4% 79
2023
Q2 		$1.3M Sell
9,743
-218
-2% -$28.1K 0.35% 95
2023
Q1 		$1.31M Buy
9,961
+283
+3% +$37.9K 0.35% 96
2022
Q4 		$1.39M Buy
9,678
+111
+1% +$15.3K 0.41% 89
2022
Q3 		$1.17M Buy
9,567
+193
+2% +$25.3K 0.36% 90
2022
Q2 		$1.32M Buy
9,374
+1,283
+16% +$173K 0.4% 87
2022
Q1 		$1.05M Buy
8,091
+5,299
+190% +$691K 0.23% 129
2021
Q4 		$373K Buy
2,792
+272
+11% +$34.1K 0.08% 179
2021
Q3 		$342K Buy
2,520
+15
+0.6% +$2K 0.08% 174
2021
Q2 		$351K Buy
2,505
+12
+0.5% +$1.64K 0.09% 171
2021
Q1 		$318K Buy
2,493
+16
+0.6% +$1.92K 0.09% 164
2020
Q4 		$305K Buy
2,477
+26
+1% +$3K 0.09% 163
2020
Q3 		$285K Buy
+2,451
New +$289K 0.1% 143
2019
Q4 		– Sell
-1,561
Closed -$208K – 165
2019
Q3 		$208K Buy
+1,561
New +$211K 0.1% 152

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trivium Point Advisory's IBM Position: Q2 2026 in Review

Trivium Point Advisory increased its IBM (IBM) stake by 54% in Q2 2026, buying an estimated $890K and bringing the position to 10,025 shares worth $2.82M. The position accounts for 0.26% of the portfolio, ranked #96.

Trivium Point Advisory first reported a position in IBM in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.96M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trivium Point Advisory held 10,025 shares of IBM worth $2.82M as of Q2 2026.
  • Trivium Point Advisory bought 3,534 IBM shares in Q2 2026, an estimated $890K.
  • IBM made up 0.26% of Trivium Point Advisory's portfolio in Q2 2026, its #96 holding.
  • Trivium Point Advisory first reported a position in IBM in Q3 2019 and has held it in 25 quarters since.
  • Trivium Point Advisory's IBM position peaked at $2.96M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.