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AMG National Trust Bank’s IBM IBM Stock Holding History

AMG National Trust Bank’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
2022
Q4 		– Sell
-4,000
Closed -$475K – 449
2022
Q3 		$475K Hold
4,000
– – 0.02% 338
2022
Q2 		$523K Hold
4,000
– – 0.02% 326
2022
Q1 		$520K Hold
4,000
– – 0.02% 339
2021
Q4 		$535K Buy
+4,000
New +$502K 0.02% 342

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

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.