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TrueWealth Advisors’s IBM IBM Stock Holding History

TrueWealth Advisors’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 		$1000K Buy
4,547
+175
+4% +$41.6K 0.22% 86
2026
Q2 		$1.23M Buy
4,372
+5
+0.1% +$1.26K 0.28% 68
2026
Q1 		$1.06M Buy
4,367
+35
+0.8% +$9.47K 0.27% 71
2025
Q4 		$1.28M Sell
4,332
-136
-3% -$40.7K 0.33% 56
2025
Q3 		$1.26M Sell
4,468
-114
-2% -$29.8K 0.34% 59
2025
Q2 		$1.35M Sell
4,582
-15
-0.3% -$3.86K 0.4% 53
2025
Q1 		$1.14M Sell
4,597
-115
-2% -$28.1K 0.38% 54
2024
Q4 		$1.04M Sell
4,712
-257
-5% -$57.2K 0.35% 65
2024
Q3 		$1.1M Sell
4,969
-83
-2% -$16.3K 0.37% 60
2024
Q2 		$874K Buy
5,052
+221
+5% +$38.4K 0.32% 64
2024
Q1 		$923K Sell
4,831
-30
-0.6% -$5.47K 0.36% 58
2023
Q4 		$795K Buy
4,861
+115
+2% +$17.4K 0.31% 62
2023
Q3 		$666K Buy
4,746
+47
+1% +$6.69K 0.28% 68
2023
Q2 		$629K Buy
4,699
+121
+3% +$15.6K 0.26% 71
2023
Q1 		$600K Sell
4,578
-14
-0.3% -$1.87K 0.25% 73
2022
Q4 		$647K Buy
4,592
+584
+15% +$80.6K 0.28% 68
2022
Q3 		$476K Sell
4,008
-95
-2% -$12.5K 0.23% 81
2022
Q2 		$579K Buy
4,103
+1,580
+63% +$213K 0.27% 75
2022
Q1 		$337K Hold
2,523
– – 0.15% 123
2021
Q4 		$337K Buy
+2,523
New +$316K 0.15% 123

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TrueWealth Advisors's IBM Position: Q3 2026 in Review

TrueWealth Advisors increased its IBM (IBM) stake by 4% in Q3 2026, buying an estimated $41.6K and bringing the position to 4,547 shares worth $1000K. The position accounts for 0.22% of the portfolio, ranked #86.

TrueWealth Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.35M in Q2 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • TrueWealth Advisors held 4,547 shares of IBM worth $1000K as of Q3 2026.
  • TrueWealth Advisors bought 175 IBM shares in Q3 2026, an estimated $41.6K.
  • IBM made up 0.22% of TrueWealth Advisors's portfolio in Q3 2026, its #86 holding.
  • TrueWealth Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • TrueWealth Advisors's IBM position peaked at $1.35M in Q2 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.