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True Wealth Design’s IBM IBM Stock Holding History

True Wealth Design’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 		$149K Sell
531
-55
-9% -$13.9K 0.04% 157
2026
Q1 		$142K Buy
586
+171
+41% +$46.3K 0.04% 146
2025
Q4 		$123K Buy
415
+170
+69% +$50.9K 0.04% 146
2025
Q3 		$69.2K Buy
245
+169
+222% +$44.2K 0.02% 240
2025
Q2 		$22.4K Buy
76
+9
+13% +$2.32K 0.01% 356
2025
Q1 		$16.7K Buy
67
+25
+60% +$6.12K 0.01% 370
2024
Q4 		$9.26K Buy
42
+11
+35% +$2.45K ﹤0.01% 434
2024
Q3 		$6.85K Hold
31
– – ﹤0.01% 497
2024
Q2 		$5.36K Sell
31
-51
-62% -$8.86K ﹤0.01% 275
2024
Q1 		$15.7K Buy
82
+13
+19% +$2.37K ﹤0.01% 227
2023
Q4 		$11.3K Buy
69
+54
+360% +$8.16K ﹤0.01% 227
2023
Q3 		$2.1K Sell
15
-5,674
-100% -$807K ﹤0.01% 261
2023
Q2 		$761K Sell
5,689
-33
-0.6% -$4.26K 0.28% 76
2023
Q1 		$750K Buy
5,722
+325
+6% +$43.5K 0.31% 81
2022
Q4 		$760K Buy
+5,397
New +$744K 0.35% 67

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

True Wealth Design's IBM Position: Q2 2026 in Review

True Wealth Design reduced its IBM (IBM) stake by 9.4% in Q2 2026, selling an estimated $13.9K and leaving 531 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #157.

True Wealth Design first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $761K in Q2 2023. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • True Wealth Design held 531 shares of IBM worth $149K as of Q2 2026.
  • True Wealth Design sold 55 IBM shares in Q2 2026, an estimated $13.9K.
  • IBM made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #157 holding.
  • True Wealth Design first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's IBM position peaked at $761K in Q2 2023.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.