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 Q3	–	Sell	-746	Closed	-$210K	–	75
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

TrueFG's IBM Position: Q3 2026 in Review

TrueFG sold out of IBM (IBM) in Q3 2026, closing a stake of 746 shares — an estimated $210K sold.

TrueFG first reported a position in IBM in Q2 2025 and held it in 3 quarters. The position peaked at $210K in Q2 2026. 630 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

TrueFG reported no remaining IBM position as of Q3 2026 after selling out during the quarter.
TrueFG sold 746 IBM shares in Q3 2026, an estimated $210K.
TrueFG first reported a position in IBM in Q2 2025 and held it in 3 quarters.
TrueFG's IBM position peaked at $210K in Q2 2026.
630 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.