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tru Independence’s IBM IBM Stock Holding History

tru Independence’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 		– Sell
-690
Closed -$204K – 120
2025
Q4 		$204K Buy
+690
New +$207K 0.05% 130
2021
Q1 		– Sell
-542
Closed -$65 – 486
2020
Q4 		$65 Buy
+542
New +$62.6K ﹤0.01% 474
2020
Q3 		– Sell
-1,051
Closed -$121 – 573
2020
Q2 		$121 Buy
1,051
+229
+28% +$26.6K 0.02% 289
2020
Q1 		$88 Hold
822
– – 0.01% 257
2019
Q4 		$88K Buy
+822
New +$107K 0.01% 315

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

tru Independence's IBM Position: Q1 2026 in Review

tru Independence sold out of IBM (IBM) in Q1 2026, closing a stake of 690 shares — an estimated $204K sold.

tru Independence first reported a position in IBM in Q4 2019 and held it in 5 quarters. The position peaked at $204K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • tru Independence reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 690 IBM shares in Q1 2026, an estimated $204K.
  • tru Independence first reported a position in IBM in Q4 2019 and held it in 5 quarters.
  • tru Independence's IBM position peaked at $204K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.