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Trust Investment Advisors’s IBM IBM Stock Holding History

Trust Investment 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 		$2.46M Sell
8,743
-18
-0.2% -$4.54K 1.17% 20
2026
Q1 		$2.12M Sell
8,761
-1,442
-14% -$390K 1.24% 20
2025
Q4 		$3.02M Sell
10,203
-614
-6% -$184K 1.61% 13
2025
Q3 		$3.05M Buy
10,817
+55
+0.5% +$14.4K 1.72% 9
2025
Q2 		$3.17M Sell
10,762
-529
-5% -$136K 1.93% 8
2025
Q1 		$2.81M Buy
11,291
+795
+8% +$194K 1.81% 7
2024
Q4 		$2.31M Buy
10,496
+507
+5% +$113K 1.47% 10
2024
Q3 		$2.21M Sell
9,989
-1,158
-10% -$227K 1.41% 14
2024
Q2 		$1.93M Buy
11,147
+442
+4% +$76.8K 1.23% 19
2024
Q1 		$2.04M Sell
10,705
-1,258
-11% -$229K 1.48% 15
2023
Q4 		$1.96M Buy
11,963
+1,240
+12% +$187K 1.53% 11
2023
Q3 		$1.5M Sell
10,723
-407
-4% -$57.9K 1.29% 22
2023
Q2 		$1.49M Buy
11,130
+327
+3% +$42.2K 1.2% 27
2023
Q1 		$1.42M Sell
10,803
-128
-1% -$17.1K 1.27% 28
2022
Q4 		$1.54M Buy
10,931
+233
+2% +$32.1K 1.45% 15
2022
Q3 		$1.27M Buy
10,698
+485
+5% +$63.6K 1.33% 19
2022
Q2 		$1.44M Sell
10,213
-574
-5% -$77.5K 1.39% 16
2022
Q1 		$1.4M Buy
+10,787
New +$1.41M 1.14% 33
2018
Q4 		– Sell
-5,774
Closed -$835K – 84
2018
Q3 		$835K Sell
5,774
-261
-4% -$36.5K 0.86% 55
2018
Q2 		$806K Hold
6,035
– – 0.89% 52
2018
Q1 		$885K Sell
6,035
-136
-2% -$20.6K 1.02% 48
2017
Q4 		$905K Sell
6,171
-11
-0.2% -$1.6K 1% 47
2017
Q3 		$857K Sell
6,182
-1,255
-17% -$175K 0.97% 49
2017
Q2 		$1.09M Buy
7,437
+157
+2% +$23.7K 1.18% 39
2017
Q1 		$1.21M Sell
7,280
-209
-3% -$35K 1.3% 35
2016
Q4 		$1.19M Sell
7,489
-121
-2% -$18.4K 1.35% 37
2016
Q3 		$1.16M Buy
7,610
+278
+4% +$42.2K 1.31% 34
2016
Q2 		$1.06M Buy
7,332
+1,226
+20% +$175K 1.25% 41
2016
Q1 		$884K Buy
6,106
+123
+2% +$15.7K 1% 47
2015
Q4 		$787K Sell
5,983
-2,181
-27% -$293K 0.95% 45
2015
Q3 		$1.13M Sell
8,164
-440
-5% -$65K 1.28% 34
2015
Q2 		$1.34M Buy
8,604
+653
+8% +$105K 1.36% 24
2015
Q1 		$1.22M Buy
7,951
+701
+10% +$106K 1.21% 35
2014
Q4 		$1.11M Sell
7,250
-2,007
-22% -$319K 1.13% 43
2014
Q3 		$1.68M Sell
9,257
-225
-2% -$41K 1.62% 10
2014
Q2 		$1.64M Sell
9,482
-37
-0.4% -$6.66K 1.58% 12
2014
Q1 		$1.75M Buy
9,519
+1,334
+16% +$235K 1.76% 6
2013
Q4 		$1.47M Buy
+8,185
New +$1.41M 1.51% 16

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Trust Investment Advisors's IBM Position: Q2 2026 in Review

Trust Investment Advisors reduced its IBM (IBM) stake by 0.21% in Q2 2026, selling an estimated $4.54K and leaving 8,743 shares worth $2.46M. The position accounts for 1.17% of the portfolio, ranked #20.

Trust Investment Advisors first reported a position in IBM in Q4 2013 and has held it in 38 quarters since. The position peaked at $3.17M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Trust Investment Advisors held 8,743 shares of IBM worth $2.46M as of Q2 2026.
  • Trust Investment Advisors sold 18 IBM shares in Q2 2026, an estimated $4.54K.
  • IBM made up 1.17% of Trust Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Trust Investment Advisors first reported a position in IBM in Q4 2013 and has held it in 38 quarters since.
  • Trust Investment Advisors's IBM position peaked at $3.17M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.