TruNorth Capital Management’s IBM IBM Stock Holding History

TruNorth Capital Management’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	$531K	Buy	1,887 +158	+9%	+$39.8K	0.09%	67
2026 Q1	$419K	Sell	1,729 -117	-6%	-$31.7K	0.08%	66
2025 Q4	$547K	Buy	1,846 +236	+15%	+$70.7K	0.1%	60
2025 Q3	$454K	Buy	1,610 +45	+3%	+$11.8K	0.09%	61
2025 Q2	$461K	Hold	1,565	–	–	0.1%	59
2025 Q1	$389K	Hold	1,565	–	–	0.1%	67
2024 Q4	$344K	Hold	1,565	–	–	0.09%	53
2024 Q3	$346K	Buy	1,565 +118	+8%	+$23.1K	0.1%	50
2024 Q2	$250K	Buy	1,447 +288	+25%	+$50K	0.08%	56
2024 Q1	$221K	Buy	+1,159	New	+$211K	0.08%	56

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TruNorth Capital Management's IBM Position: Q2 2026 in Review

TruNorth Capital Management increased its IBM (IBM) stake by 9.1% in Q2 2026, buying an estimated $39.8K and bringing the position to 1,887 shares worth $531K. The position accounts for 0.09% of the portfolio, ranked #67.

TruNorth Capital Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $547K in Q4 2025. 1,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

TruNorth Capital Management held 1,887 shares of IBM worth $531K as of Q2 2026.
TruNorth Capital Management bought 158 IBM shares in Q2 2026, an estimated $39.8K.
IBM made up 0.09% of TruNorth Capital Management's portfolio in Q2 2026, its #67 holding.
TruNorth Capital Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
TruNorth Capital Management's IBM position peaked at $547K in Q4 2025.
1,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.