TIAM2
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Tru Independence Asset Management 2’s IBM IBM Stock Holding History

Tru Independence Asset Management 2’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
2025
Q2 		– Sell
-1,206
Closed -$298K – 93
2025
Q1 		$298K Buy
+1,206
New +$295K 0.22% 76
2021
Q1 		– Sell
-593
Closed -$71K – 233
2020
Q4 		$71K Buy
+593
New +$68.5K 0.06% 141

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Tru Independence Asset Management 2's IBM Position: Q2 2025 in Review

Tru Independence Asset Management 2 sold out of IBM (IBM) in Q2 2025, closing a stake of 1,206 shares — an estimated $298K sold.

Tru Independence Asset Management 2 first reported a position in IBM in Q4 2020 and held it in 2 quarters. The position peaked at $298K in Q1 2025. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Tru Independence Asset Management 2 reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,206 IBM shares in Q2 2025, an estimated $298K.
  • Tru Independence Asset Management 2 first reported a position in IBM in Q4 2020 and held it in 2 quarters.
  • Tru Independence Asset Management 2's IBM position peaked at $298K in Q1 2025.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2025, filed 16 Jul 2025.