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Trust Asset Management’s IBM IBM Stock Holding History

Trust Asset 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 		$2.91M Buy
10,363
+110
+1% +$27.7K 0.18% 42
2026
Q1 		$2.49M Hold
10,253
– – 0.18% 38
2025
Q4 		$3.04M Sell
10,253
-363
-3% -$109K 0.21% 34
2025
Q3 		$3M Hold
10,616
– – 0.21% 32
2025
Q2 		$3.13M Hold
10,616
– – 0.23% 31
2025
Q1 		$2.64M Buy
10,616
+164
+2% +$40.1K 0.22% 31
2024
Q4 		$2.3M Hold
10,452
– – 0.18% 38
2024
Q3 		$2.31M Hold
10,452
– – 0.18% 37
2024
Q2 		$1.81M Hold
10,452
– – 0.15% 49
2024
Q1 		$2M Hold
10,452
– – 0.17% 45
2023
Q4 		$1.71M Hold
10,452
– – 0.17% 48
2023
Q3 		$1.47M Hold
10,452
– – 0.16% 47
2023
Q2 		$1.4M Hold
10,452
– – 0.15% 52
2023
Q1 		$1.37M Buy
10,452
+488
+5% +$65.3K 0.15% 53
2022
Q4 		$1.4M Hold
9,964
– – 0.17% 49
2022
Q3 		$1.18M Buy
9,964
+731
+8% +$95.9K 0.16% 56
2022
Q2 		$1.3M Buy
9,233
+297
+3% +$40.1K 0.18% 48
2022
Q1 		$1.16M Buy
8,936
+315
+4% +$41.1K 0.14% 61
2021
Q4 		$1.15M Sell
8,621
-397
-4% -$49.8K 0.14% 63
2021
Q3 		$1.2M Buy
9,018
+602
+7% +$80.5K 0.16% 58
2021
Q2 		$1.18M Buy
8,416
+952
+13% +$130K 0.16% 58
2021
Q1 		$951K Buy
7,464
+1,332
+22% +$159K 0.13% 60
2020
Q4 		$738K Buy
6,132
+1,425
+30% +$165K 0.11% 58
2020
Q3 		$548K Buy
4,707
+2,102
+81% +$247K 0.1% 57
2020
Q2 		$301K Buy
+2,605
New +$303K 0.06% 58
2015
Q2 		– Sell
-472
Closed -$72K – 94
2015
Q1 		$72K Buy
+472
New +$71.6K 0.03% 94

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Trust Asset Management's IBM Position: Q2 2026 in Review

Trust Asset Management increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $27.7K and bringing the position to 10,363 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #42.

Trust Asset Management first reported a position in IBM in Q1 2015 and has held it in 26 quarters since. The position peaked at $3.13M in Q2 2025. 892 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trust Asset Management held 10,363 shares of IBM worth $2.91M as of Q2 2026.
  • Trust Asset Management bought 110 IBM shares in Q2 2026, an estimated $27.7K.
  • IBM made up 0.18% of Trust Asset Management's portfolio in Q2 2026, its #42 holding.
  • Trust Asset Management first reported a position in IBM in Q1 2015 and has held it in 26 quarters since.
  • Trust Asset Management's IBM position peaked at $3.13M in Q2 2025.
  • 892 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.