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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
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 $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

True Link Financial Advisors's IBM Position: Q1 2026 in Review

True Link Financial Advisors reduced its IBM (IBM) stake by 1.2% in Q1 2026, selling an estimated $6.22K and leaving 1,818 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #49.

True Link Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 15 quarters since. The position peaked at $562K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • True Link Financial Advisors held 1,818 shares of IBM worth $441K as of Q1 2026.
  • True Link Financial Advisors sold 23 IBM shares in Q1 2026, an estimated $6.22K.
  • IBM made up 0.03% of True Link Financial Advisors's portfolio in Q1 2026, its #49 holding.
  • True Link Financial Advisors first reported a position in IBM in Q4 2020 and has held it in 15 quarters since.
  • True Link Financial Advisors's IBM position peaked at $562K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.