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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
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% -$3.87K 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

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

TrueWealth Advisors's IBM Position: Q2 2026 in Review

TrueWealth Advisors increased its IBM (IBM) stake by 0.11% in Q2 2026, buying an estimated $1.26K and bringing the position to 4,372 shares worth $1.23M. The position accounts for 0.28% of the portfolio, ranked #68.

TrueWealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q2 2025. 1,799 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • TrueWealth Advisors held 4,372 shares of IBM worth $1.23M as of Q2 2026.
  • TrueWealth Advisors bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.28% of TrueWealth Advisors's portfolio in Q2 2026, its #68 holding.
  • TrueWealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • TrueWealth Advisors's IBM position peaked at $1.35M in Q2 2025.
  • 1,799 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.