TrueWealth Advisors, LLC

Position in IBM — International Business Machines Corp

CIK 1817714 BIRMINGHAM, AL

Position in IBM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,229,450

+$170,933 QoQ

Shares Held

4,372

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,741

of 3,616 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TrueWealth Advisors, LLC holds $1,610,469 across 2 Information Technology Services names. IBM ranks #1 (76.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	IBM	International Business Machines Corp This page	4,372	$1,229,450
2	APLD	Applied Digital Corp.	10,215	$381,019

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,229,450	4,372	+0.1%	Shares	Sole	2026-07-08
2026-03-31	$1,058,517	4,367	+0.8%	Shares	Sole	2026-04-09
2025-12-31	$1,283,181	4,332	-3.0%	Shares	Sole	2026-01-07
2025-09-30	$1,260,690	4,468	-2.5%	Shares	Sole	2025-10-15
2025-06-30	$1,350,681	4,582	-0.3%	Shares	Sole	2025-07-03
2025-03-31	$1,143,090	4,597	-2.4%	Shares	Sole	2025-04-10
2024-12-31	$1,035,838	4,712	-5.2%	Shares	Sole	2025-01-15
2024-09-30	$1,098,546	4,969	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$873,743	5,052	+4.6%	Shares	Sole	2024-07-24
2024-03-31	$922,527	4,831	-0.6%	Shares	Sole	2024-04-23
2023-12-31	$795,016	4,861	+2.4%	Shares	Sole	2024-02-08
2023-09-30	$665,863	4,746	+1.0%	Shares	Sole	2023-11-07
2023-06-30	$628,773	4,699	+2.6%	Shares	Sole	2023-07-31
2023-03-31	$600,130	4,578	-0.3%	Shares	Sole	2023-04-19
2022-12-31	$646,966	4,592	+14.6%	Shares	Sole	2023-01-23
2022-09-30	$476,190	4,008	-2.3%	Shares	Sole	2022-10-21
2022-06-30	$579,302	4,103	+62.6%	Shares	Sole	2022-07-27
2022-03-31	$328,040	2,523	0.0%	Shares	Sole	2022-05-05
2021-12-31	$337,224	2,523	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.