TLFA
IBM icon

True Link Financial Advisors’s IBM IBM Stock Holding History

True Link Financial Advisors’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 		$515K Buy
1,832
+14
+0.8% +$3.53K 0.03% 47
2026
Q1 		$441K Sell
1,818
-23
-1% -$6.22K 0.03% 49
2025
Q4 		$545K Sell
1,841
-10
-0.5% -$3K 0.03% 54
2025
Q3 		$522K Sell
1,851
-55
-3% -$14.4K 0.03% 50
2025
Q2 		$562K Sell
1,906
-42
-2% -$10.8K 0.04% 50
2025
Q1 		$484K Buy
1,948
+28
+1% +$6.85K 0.04% 53
2024
Q4 		$422K Buy
1,920
+85
+5% +$18.9K 0.04% 43
2024
Q3 		$406K Buy
1,835
+166
+10% +$32.5K 0.03% 46
2024
Q2 		$289K Sell
1,669
-18
-1% -$3.13K 0.03% 53
2024
Q1 		$322K Sell
1,687
-44
-3% -$8.03K 0.03% 54
2023
Q4 		$283K Buy
+1,731
New +$262K 0.03% 56
2022
Q1 		– Sell
-11
Closed -$1K – 191
2021
Q4 		$1K Sell
11
-67
-86% -$8.4K ﹤0.01% 743
2021
Q3 		$10K Hold
78
– – ﹤0.01% 619
2021
Q2 		$11K Buy
78
+66
+550% +$9.03K ﹤0.01% 550
2021
Q1 		$1K Hold
12
– – ﹤0.01% 686
2020
Q4 		$1K Buy
+12
New +$1.39K ﹤0.01% 685

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 $3.38T AUM 44.17% 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

True Link Financial Advisors's IBM Position: Q2 2026 in Review

True Link Financial Advisors increased its IBM (IBM) stake by 0.77% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,832 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #47.

True Link Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 16 quarters since. The position peaked at $562K in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • True Link Financial Advisors held 1,832 shares of IBM worth $515K as of Q2 2026.
  • True Link Financial Advisors bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • True Link Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 16 quarters since.
  • True Link Financial Advisors's IBM position peaked at $562K in Q2 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.