Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.04M Buy
20,813
+3,424
+20% +$926K 0.11% 120
2025
Q4
$5.15M Sell
17,389
-67
-0.4% -$20.1K 0.12% 102
2025
Q3
$4.93M Sell
17,456
-363
-2% -$95K 0.12% 105
2025
Q2
$5.25M Buy
17,819
+191
+1% +$49.2K 0.14% 98
2025
Q1
$4.38M Buy
17,628
+34
+0.2% +$8.32K 0.12% 108
2024
Q4
$3.87M Sell
17,594
-140
-0.8% -$31.2K 0.11% 117
2024
Q3
$3.92M Sell
17,734
-4,556
-20% -$893K 0.11% 127
2024
Q2
$3.85M Buy
22,290
+4,202
+23% +$730K 0.1% 137
2024
Q1
$3.45M Buy
18,088
+969
+6% +$177K 0.1% 133
2023
Q4
$2.8M Sell
17,119
-45
-0.3% -$6.8K 0.09% 147
2023
Q3
$2.41M Sell
17,164
-404
-2% -$57.5K 0.08% 156
2023
Q2
$2.35M Buy
17,568
+264
+2% +$34.1K 0.08% 160
2023
Q1
$2.27M Sell
17,304
-6
-0% -$803 0.08% 167
2022
Q4
$2.44M Sell
17,310
-3,346
-16% -$462K 0.09% 140
2022
Q3
$2.45M Buy
20,656
+2,681
+15% +$352K 0.09% 144
2022
Q2
$2.39M Sell
17,975
-742
-4% -$100K 0.09% 150
2022
Q1
$2.43M Sell
18,717
-630
-3% -$82.2K 0.08% 158
2021
Q4
$2.58M Sell
19,347
-601
-3% -$75.4K 0.08% 156
2021
Q3
$2.65M Sell
19,948
-29,349
-60% -$3.92M 0.08% 141
2021
Q2
$6.91M Sell
49,297
-106
-0.2% -$14.5K 0.22% 62
2021
Q1
$6.29M Sell
49,403
-5,117
-9% -$612K 0.21% 69
2020
Q4
$6.56M Sell
54,520
-4,729
-8% -$547K 0.23% 63
2020
Q3
$6.89M Sell
59,249
-880
-1% -$104K 0.28% 52
2020
Q2
$6.94M Buy
60,129
+44,311
+280% +$5.15M 0.31% 52
2020
Q1
$1.68M Buy
+15,818
New +$2M 0.13% 86
2018
Q4
Sell
-16,394
Closed -$2.37M 255
2018
Q3
$2.37M Buy
16,394
+628
+4% +$87.8K 0.14% 86
2018
Q2
$2.11M Sell
15,766
-211
-1% -$29.4K 0.13% 92
2018
Q1
$2.34M Sell
15,977
-2,781
-15% -$421K 0.15% 84
2017
Q4
$2.75M Buy
18,758
+29
+0.2% +$4.22K 0.18% 73
2017
Q3
$2.6M Sell
18,729
-275
-1% -$38.3K 0.18% 74
2017
Q2
$2.79M Sell
19,004
-3,189
-14% -$481K 0.2% 64
2017
Q1
$3.69M Sell
22,193
-3,562
-14% -$597K 0.28% 59
2016
Q4
$4.09M Buy
25,755
+930
+4% +$142K 0.34% 51
2016
Q3
$3.77M Buy
24,825
+2,335
+10% +$354K 0.32% 52
2016
Q2
$3.26M Sell
22,490
-858
-4% -$123K 0.29% 51
2016
Q1
$3.38M Buy
23,348
+73
+0.3% +$9.32K 0.31% 47
2015
Q4
$3.06M Sell
23,275
-1,726
-7% -$232K 0.28% 56
2015
Q3
$3.46M Buy
25,001
+5,515
+28% +$814K 0.33% 47
2015
Q2
$3.03M Sell
19,486
-489
-2% -$78.6K 0.28% 53
2015
Q1
$3.06M Buy
19,975
+11,815
+145% +$1.79M 0.29% 54
2014
Q4
$1.25M Sell
8,160
-2,991
-27% -$476K 0.13% 110
2014
Q3
$2.02M Sell
11,151
-189
-2% -$34.4K 0.21% 73
2014
Q2
$1.97M Buy
11,340
+527
+5% +$94.8K 0.2% 82
2014
Q1
$1.99M Buy
10,813
+5,593
+107% +$985K 0.21% 80
2013
Q4
$936K Buy
5,220
+3,797
+267% +$655K 0.1% 125
2013
Q3
$252K Sell
1,423
-209
-13% -$38K 0.03% 199
2013
Q2
$298K Buy
+1,632
New +$318K 0.04% 182

Other funds holding IBM

AMG National Trust Bank's IBM Position: Q1 2026 in Review

AMG National Trust Bank increased its IBM (IBM) stake by 20% in Q1 2026, buying an estimated $926K and bringing the position to 20,813 shares worth $5.04M. The position accounts for 0.11% of the portfolio, ranked #120.

AMG National Trust Bank first reported a position in IBM in Q2 2013 and has held it in 47 quarters since. The position peaked at $6.94M in Q2 2020. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • AMG National Trust Bank held 20,813 shares of IBM worth $5.04M as of Q1 2026.
  • AMG National Trust Bank bought 3,424 IBM shares in Q1 2026, an estimated $926K.
  • IBM made up 0.11% of AMG National Trust Bank's portfolio in Q1 2026, its #120 holding.
  • AMG National Trust Bank first reported a position in IBM in Q2 2013 and has held it in 47 quarters since.
  • AMG National Trust Bank's IBM position peaked at $6.94M in Q2 2020.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.