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IBM icon

TrueFG’s IBM IBM Stock Holding History

TrueFG’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 		$210K Buy
+746
New +$188K 0.05% 71
2026
Q1 		– Sell
-687
Closed -$203K – 72
2025
Q4 		$203K Buy
+687
New +$206K 0.05% 66
2025
Q3 		– Sell
-687
Closed -$203K – 65
2025
Q2 		$203K Buy
+687
New +$177K 0.06% 58

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

TrueFG's IBM Position: Q2 2026 in Review

TrueFG opened a new position in IBM (IBM) in Q2 2026: 746 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #71 among its holdings. This is a return to the name: TrueFG previously reported a position in IBM as recently as Q4 2025.

TrueFG first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TrueFG held 746 shares of IBM worth $210K as of Q2 2026.
  • IBM was a new TrueFG position in Q2 2026.
  • IBM made up 0.05% of TrueFG's portfolio in Q2 2026, its #71 holding.
  • TrueFG first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.