Trust Point Inc’s IBM IBM Stock Holding History

Trust Point Inc’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	$2.79M	Buy	9,914 +1,993	+25%	+$502K	0.24%	53
2026 Q1	$1.92M	Sell	7,921 -994	-11%	-$269K	0.17%	69
2025 Q4	$2.64M	Buy	8,915 +100	+1%	+$29.9K	0.21%	52
2025 Q3	$2.49M	Sell	8,815 -893	-9%	-$234K	0.2%	54
2025 Q2	$2.86M	Buy	9,708 +885	+10%	+$228K	0.27%	41
2025 Q1	$2.19M	Sell	8,823 -2,227	-20%	-$545K	0.2%	55
2024 Q4	$2.43M	Sell	11,050 -85	-0.8%	-$18.9K	0.17%	60
2024 Q3	$2.46M	Buy	11,135 +36	+0.3%	+$7.06K	0.18%	56
2024 Q2	$1.92M	Sell	11,099 -436	-4%	-$75.8K	0.15%	65
2024 Q1	$2.2M	Sell	11,535 -2,629	-19%	-$480K	0.17%	62
2023 Q4	$2.32M	Buy	+14,164	New	+$2.14M	0.19%	57

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Trust Point Inc's IBM Position: Q2 2026 in Review

Trust Point Inc increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $502K and bringing the position to 9,914 shares worth $2.79M. The position accounts for 0.24% of the portfolio, ranked #53.

Trust Point Inc first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Trust Point Inc held 9,914 shares of IBM worth $2.79M as of Q2 2026.
Trust Point Inc bought 1,993 IBM shares in Q2 2026, an estimated $502K.
IBM made up 0.24% of Trust Point Inc's portfolio in Q2 2026, its #53 holding.
Trust Point Inc first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's IBM position peaked at $2.86M in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.