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Trueblood Wealth Management’s IBM IBM Stock Holding History

Trueblood Wealth Management’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 		$1.1M Sell
3,922
-137
-3% -$34.5K 0.39% 85
2026
Q1 		$984K Sell
4,059
-398
-9% -$108K 0.38% 85
2025
Q4 		$1.32M Buy
4,457
+142
+3% +$42.5K 0.52% 63
2025
Q3 		$1.22M Buy
4,315
+469
+12% +$123K 0.47% 71
2025
Q2 		$1.13M Buy
3,846
+204
+6% +$52.6K 0.47% 70
2025
Q1 		$906K Buy
3,642
+355
+11% +$86.8K 0.42% 83
2024
Q4 		$722K Buy
3,287
+519
+19% +$116K 0.36% 96
2024
Q3 		$612K Buy
2,768
+100
+4% +$19.6K 0.31% 104
2024
Q2 		$461K Buy
2,668
+568
+27% +$98.7K 0.26% 116
2024
Q1 		$401K Buy
2,100
+710
+51% +$130K 0.23% 124
2023
Q4 		$227K Buy
+1,390
New +$210K 0.14% 183

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Trueblood Wealth Management's IBM Position: Q2 2026 in Review

Trueblood Wealth Management reduced its IBM (IBM) stake by 3.4% in Q2 2026, selling an estimated $34.5K and leaving 3,922 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #85.

Trueblood Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trueblood Wealth Management held 3,922 shares of IBM worth $1.1M as of Q2 2026.
  • Trueblood Wealth Management sold 137 IBM shares in Q2 2026, an estimated $34.5K.
  • IBM made up 0.39% of Trueblood Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Trueblood Wealth Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's IBM position peaked at $1.32M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.