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American Trust Investment Advisors’s IBM IBM Stock Holding History

American 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 		$7.13M Buy
25,362
+1,605
+7% +$404K 3.52% 5
2026
Q1 		$5.76M Buy
23,757
+62
+0.3% +$16.8K 3.18% 7
2025
Q4 		$7.02M Buy
23,695
+9
+0% +$2.69K 3.75% 6
2025
Q3 		$6.68M Sell
23,686
-1,155
-5% -$302K 3.45% 6
2025
Q2 		$7.32M Sell
24,841
-6,445
-21% -$1.66M 3.7% 6
2025
Q1 		$7.78M Sell
31,286
-3,470
-10% -$849K 3.25% 4
2024
Q4 		$7.64M Buy
34,756
+911
+3% +$203K 3.13% 5
2024
Q3 		$7.48M Sell
33,845
-2,468
-7% -$484K 3.06% 7
2024
Q2 		$6.28M Buy
36,313
+510
+1% +$88.6K 3.05% 9
2024
Q1 		$6.84M Sell
35,803
-598
-2% -$109K 3.26% 7
2023
Q4 		$5.95M Buy
36,401
+305
+0.8% +$46.1K 3.09% 5
2023
Q3 		$5.06M Buy
36,096
+1,870
+5% +$266K 2.8% 8
2023
Q2 		$4.58M Buy
34,226
+400
+1% +$51.6K 2.56% 9
2023
Q1 		$4.43M Buy
33,826
+275
+0.8% +$36.8K 2.67% 8
2022
Q4 		$4.73M Sell
33,551
-115
-0.3% -$15.9K 3% 7
2022
Q3 		$4M Buy
33,666
+90
+0.3% +$11.8K 2.57% 12
2022
Q2 		$4.74M Sell
33,576
-110
-0.3% -$14.8K 2.97% 6
2022
Q1 		$4.38M Buy
33,686
+254
+0.8% +$33.1K 2.25% 13
2021
Q4 		$4.47M Buy
+33,432
New +$4.19M 2.22% 16

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

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

American Trust Investment Advisors increased its IBM (IBM) stake by 6.8% in Q2 2026, buying an estimated $404K and bringing the position to 25,362 shares worth $7.13M. The position accounts for 3.52% of the portfolio, ranked #5.

American Trust Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.78M in Q1 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • American Trust Investment Advisors held 25,362 shares of IBM worth $7.13M as of Q2 2026.
  • American Trust Investment Advisors bought 1,605 IBM shares in Q2 2026, an estimated $404K.
  • IBM made up 3.52% of American Trust Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • American Trust Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • American Trust Investment Advisors's IBM position peaked at $7.78M in Q1 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.