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Advantage Trust Company’s IBM IBM Stock Holding History

Advantage Trust Company’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 		$253K Buy
+900
New +$227K 0.09% 54
2025
Q4 		– Sell
-900
Closed -$254K – 151
2025
Q3 		$254K Sell
900
-300
-25% -$78.5K 0.11% 56
2025
Q2 		$354K Buy
1,200
+900
+300% +$232K 0.17% 45
2025
Q1 		$74.6K Hold
300
– – 0.05% 81
2024
Q4 		$65.9K Hold
300
– – 0.04% 86
2024
Q3 		$66.3K Hold
300
– – 0.05% 90
2024
Q2 		$51.9K Buy
+300
New +$52.1K 0.04% 110

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advantage Trust Company's IBM Position: Q2 2026 in Review

Advantage Trust Company opened a new position in IBM (IBM) in Q2 2026: 900 shares worth $253K. The stake represents 0.09% of the portfolio and ranks #54 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in IBM as recently as Q3 2025.

Advantage Trust Company first reported a position in IBM in Q2 2024 and has held it in 7 quarters since. The position peaked at $354K in Q2 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advantage Trust Company held 900 shares of IBM worth $253K as of Q2 2026.
  • IBM was a new Advantage Trust Company position in Q2 2026.
  • IBM made up 0.09% of Advantage Trust Company's portfolio in Q2 2026, its #54 holding.
  • Advantage Trust Company first reported a position in IBM in Q2 2024 and has held it in 7 quarters since.
  • Advantage Trust Company's IBM position peaked at $354K in Q2 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.