True Wealth Design
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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
Q3 		$116K Sell
525
-6
-1% -$1.42K 0.03% 240
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

True Wealth Design's IBM Position: Q3 2026 in Review

True Wealth Design reduced its IBM (IBM) stake by 1.1% in Q3 2026, selling an estimated $1.42K and leaving 525 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #240.

True Wealth Design first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $761K in Q2 2023. 923 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • True Wealth Design held 525 shares of IBM worth $116K as of Q3 2026.
  • True Wealth Design sold 6 IBM shares in Q3 2026, an estimated $1.42K.
  • IBM made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #240 holding.
  • True Wealth Design first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's IBM position peaked at $761K in Q2 2023.
  • 923 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.