Truepoint Inc’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $286K | Hold |
1,017
| – | – | 0.01% | 134 |
|
|
2026
Q1 | $247K | Buy |
1,017
+8
| +0.8% | +$2.17K | 0.01% | 139 |
|
|
2025
Q4 | $299K | Hold |
1,009
| – | – | 0.01% | 127 |
|
|
2025
Q3 | $285K | Buy |
1,009
+151
| +18% | +$39.5K | 0.01% | 124 |
|
|
2025
Q2 | $253K | Sell |
858
-87
| -9% | -$22.4K | 0.01% | 126 |
|
|
2025
Q1 | $235K | Sell |
945
-178
| -16% | -$43.5K | 0.01% | 125 |
|
|
2024
Q4 | $247K | Sell |
1,123
-198
| -15% | -$44.1K | 0.01% | 120 |
|
|
2024
Q3 | $292K | Buy |
+1,321
| New | +$259K | 0.01% | 109 |
|
|
2024
Q1 | – | Sell |
-2,016
| Closed | -$330K | – | 181 |
|
|
2023
Q4 | $330K | Buy |
2,016
+213
| +12% | +$32.2K | 0.01% | 158 |
|
|
2023
Q3 | $253K | Buy |
+1,803
| New | +$257K | 0.01% | 167 |
|
|
2022
Q3 | – | Sell |
-1,647
| Closed | -$233K | – | 161 |
|
|
2022
Q2 | $233K | Sell |
1,647
-141
| -8% | -$19K | 0.01% | 145 |
|
|
2022
Q1 | $233K | Sell |
1,788
-99
| -5% | -$12.9K | 0.01% | 127 |
|
|
2021
Q4 | $252K | Buy |
1,887
+18
| +1% | +$2.26K | 0.01% | 122 |
|
|
2021
Q3 | $248K | Hold |
1,869
| – | – | 0.01% | 117 |
|
|
2021
Q2 | $262K | Hold |
1,869
| – | – | 0.01% | 110 |
|
|
2021
Q1 | $238K | Hold |
1,869
| – | – | 0.01% | 107 |
|
|
2020
Q4 | $225K | Buy |
+1,869
| New | +$216K | 0.01% | 104 |
|
|
2020
Q1 | – | Sell |
-2,371
| Closed | -$304K | – | 64 |
|
|
2019
Q4 | $304K | Buy |
2,371
+10
| +0.4% | +$1.3K | 0.02% | 94 |
|
|
2019
Q3 | $328K | Sell |
2,361
-377
| -14% | -$50.9K | 0.03% | 86 |
|
|
2019
Q2 | $361K | Buy |
2,738
+707
| +35% | +$92.9K | 0.03% | 86 |
|
|
2019
Q1 | $274K | Buy |
2,031
+42
| +2% | +$5.35K | 0.02% | 97 |
|
|
2018
Q4 | $216K | Sell |
1,989
-1,793
| -47% | -$215K | 0.02% | 96 |
|
|
2018
Q3 | $547K | Buy |
3,782
+71
| +2% | +$9.92K | 0.05% | 61 |
|
|
2018
Q2 | $496K | Buy |
3,711
+3,148
| +559% | +$439K | 0.04% | 61 |
|
|
2018
Q1 | $3.51K | Sell |
563
-3,088
| -85% | -$467K | 0.03% | 69 |
|
|
2017
Q4 | $535K | Buy |
3,651
+53
| +1% | +$7.71K | 0.05% | 48 |
|
|
2017
Q3 | $499K | Sell |
3,598
-53
| -1% | -$7.38K | 0.05% | 56 |
|
|
2017
Q2 | $504K | Sell |
3,651
-81
| -2% | -$12.2K | 0.05% | 55 |
|
|
2017
Q1 | $621K | Buy |
3,732
+17
| +0.5% | +$2.85K | 0.07% | 46 |
|
|
2016
Q4 | $626K | Buy |
+3,715
| New | +$566K | 0.07% | 46 |
|
|
2016
Q1 | – | Sell |
-2,254
| Closed | -$297K | – | 83 |
|
|
2015
Q4 | $297K | Buy |
2,254
+136
| +6% | +$18.3K | 0.04% | 54 |
|
|
2015
Q3 | $294K | Buy |
+2,118
| New | +$313K | 0.04% | 46 |
|
Other funds holding IBM
ECSS
Truepoint Inc's IBM Position: Q2 2026 in Review
Truepoint Inc held its IBM (IBM) position steady in Q2 2026 at 1,017 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #134.
Truepoint Inc first reported a position in IBM in Q3 2015 and has held it in 32 quarters since. The position peaked at $626K in Q4 2016. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Truepoint Inc held 1,017 shares of IBM worth $286K as of Q2 2026.
- Truepoint Inc left its IBM share count unchanged in Q2 2026.
- IBM made up 0.01% of Truepoint Inc's portfolio in Q2 2026, its #134 holding.
- Truepoint Inc first reported a position in IBM in Q3 2015 and has held it in 32 quarters since.
- Truepoint Inc's IBM position peaked at $626K in Q4 2016.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.