TA
IBM icon

TruWealth Advisors’s IBM IBM Stock Holding History

TruWealth 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
Q1 		$18.8M Sell
77,734
-33,138
-30% -$8.97M 0.91% 41
2025
Q4 		$32.8M Buy
110,872
+2,121
+2% +$635K 1.61% 18
2025
Q3 		$30.7M Buy
108,751
+4,527
+4% +$1.18M 1.55% 19
2025
Q2 		$30.7M Buy
104,224
+3,214
+3% +$828K 1.69% 17
2025
Q1 		$25.1M Sell
101,010
-22,992
-19% -$5.62M 1.52% 21
2024
Q4 		$27.3M Sell
124,002
-1,817
-1% -$405K 1.64% 19
2024
Q3 		$27.8M Buy
125,819
+1,746
+1% +$342K 1.7% 18
2024
Q2 		$21.5M Buy
124,073
+75,695
+156% +$13.2M 1.43% 21
2024
Q1 		$9.24M Buy
+48,378
New +$8.83M 0.64% 44
2022
Q1 		– Sell
-2,343
Closed -$313K – 129
2021
Q4 		$313K Sell
2,343
-95
-4% -$11.9K 0.03% 95
2021
Q3 		$324K Sell
2,438
-6,560
-73% -$877K 0.04% 93
2021
Q2 		$1.26M Buy
8,998
+722
+9% +$98.7K 0.15% 58
2021
Q1 		$1.05M Buy
8,276
+289
+4% +$34.6K 0.14% 56
2020
Q4 		$961K Buy
+7,987
New +$923K 0.14% 56

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TruWealth Advisors's IBM Position: Q1 2026 in Review

TruWealth Advisors reduced its IBM (IBM) stake by 30% in Q1 2026, selling an estimated $8.97M and leaving 77,734 shares worth $18.8M. The position accounts for 0.91% of the portfolio, ranked #41.

TruWealth Advisors first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $32.8M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • TruWealth Advisors held 77,734 shares of IBM worth $18.8M as of Q1 2026.
  • TruWealth Advisors sold 33,138 IBM shares in Q1 2026, an estimated $8.97M.
  • IBM made up 0.91% of TruWealth Advisors's portfolio in Q1 2026, its #41 holding.
  • TruWealth Advisors first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
  • TruWealth Advisors's IBM position peaked at $32.8M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.