TRUE Private Wealth Advisors’s IBM IBM Stock Holding History

TRUE Private Wealth 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	$1.88M	Sell	6,694 -9	-0.1%	-$2.27K	0.16%	87
2026 Q1	$1.62M	Sell	6,703 -151	-2%	-$40.9K	0.15%	87
2025 Q4	$2.03M	Sell	6,854 -324	-5%	-$97K	0.2%	73
2025 Q3	$2.03M	Buy	7,178 +465	+7%	+$122K	0.21%	76
2025 Q2	$1.98M	Buy	6,713 +673	+11%	+$173K	0.22%	72
2025 Q1	$1.5M	Sell	6,040 -290	-5%	-$70.9K	0.18%	75
2024 Q4	$1.39M	Sell	6,330 -3	-0%	-$668	0.17%	81
2024 Q3	$1.4M	Sell	6,333 -194	-3%	-$38K	0.17%	77
2024 Q2	$1.13M	Buy	6,527 +80	+1%	+$13.9K	0.13%	91
2024 Q1	$1.23M	Buy	6,447 +765	+13%	+$140K	0.14%	85
2023 Q4	$929K	Sell	5,682 -50	-0.9%	-$7.55K	0.12%	99
2023 Q3	$804K	Buy	5,732 +318	+6%	+$45.2K	0.11%	109
2023 Q2	$724K	Buy	5,414 +3	+0.1%	+$387	0.11%	98
2023 Q1	$709K	Sell	5,411 -338	-6%	-$45.2K	0.11%	103
2022 Q4	$810K	Buy	5,749 +11	+0.2%	+$1.52K	0.12%	83
2022 Q3	$681K	Sell	5,738 -736	-11%	-$96.6K	0.1%	88
2022 Q2	$914K	Buy	6,474 +2	+0%	+$270	0.13%	82
2022 Q1	$889K	Buy	6,472 +1	+0%	+$130	0.13%	90
2021 Q4	$864K	Buy	6,471 +535	+9%	+$67.1K	0.12%	101
2021 Q3	$788K	Buy	5,936 +1	+0%	+$134	0.11%	110
2021 Q2	$831K	Sell	5,935 -24	-0.4%	-$3.28K	0.12%	98
2021 Q1	$759K	Buy	5,959 +787	+15%	+$94.2K	0.12%	105
2020 Q4	$622K	Sell	5,172 -155	-3%	-$17.9K	0.1%	108
2020 Q3	$619K	Sell	5,327 -208	-4%	-$24.5K	0.11%	98
2020 Q2	$639K	Buy	5,535 +329	+6%	+$38.2K	0.12%	99
2020 Q1	$552K	Sell	5,206 -970	-16%	-$123K	0.12%	94
2019 Q4	$791K	Sell	6,176 -19	-0.3%	-$2.47K	0.12%	99
2019 Q3	$861K	Sell	6,195 -107	-2%	-$14.4K	0.15%	87
2019 Q2	$830K	Sell	6,302 -89	-1%	-$11.7K	0.14%	87
2019 Q1	$862K	Buy	6,391 +86	+1%	+$11K	0.16%	86
2018 Q4	$685K	Sell	6,305 -1,255	-17%	-$151K	0.12%	115
2018 Q3	$1.09M	Buy	7,560 +54	+0.7%	+$7.55K	0.15%	93
2018 Q2	$1M	Buy	7,506 +918	+14%	+$128K	0.16%	94
2018 Q1	$966K	Buy	6,588 +174	+3%	+$26.3K	0.17%	89
2017 Q4	$940K	Buy	6,414 +803	+14%	+$117K	0.16%	85
2017 Q3	$778K	Buy	5,611 +3	+0.1%	+$418	0.18%	70
2017 Q2	$824K	Sell	5,608 -655	-10%	-$98.7K	0.19%	68
2017 Q1	$1.03M	Hold	6,263	–	–	0.24%	52
2016 Q4	$1.04M	Buy	6,263 +1	+0%	+$152	0.25%	50
2016 Q3	$920K	Buy	6,262 +1	+0%	+$152	0.3%	49
2016 Q2	$908K	Sell	6,261 -55	-0.9%	-$7.87K	0.3%	47
2016 Q1	$914K	Buy	6,316 +1,290	+26%	+$165K	0.36%	41
2015 Q4	$661K	Buy	+5,026	New	+$675K	0.29%	49

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TRUE Private Wealth Advisors's IBM Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its IBM (IBM) stake by 0.13% in Q2 2026, selling an estimated $2.27K and leaving 6,694 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #87.

TRUE Private Wealth Advisors first reported a position in IBM in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.03M in Q4 2025. 1,888 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

TRUE Private Wealth Advisors held 6,694 shares of IBM worth $1.88M as of Q2 2026.
TRUE Private Wealth Advisors sold 9 IBM shares in Q2 2026, an estimated $2.27K.
IBM made up 0.16% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #87 holding.
TRUE Private Wealth Advisors first reported a position in IBM in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's IBM position peaked at $2.03M in Q4 2025.
1,888 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.