ATWA
IBM icon

Arbor Trust Wealth Advisors’s IBM IBM Stock Holding History

Arbor Trust Wealth 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
Q1 		$1.02M Sell
4,207
-79
-2% -$21.4K 0.45% 48
2025
Q4 		$1.27M Sell
4,286
-10
-0.2% -$3K 0.56% 41
2025
Q3 		$1.21M Hold
4,296
– – 0.55% 42
2025
Q2 		$1.27M Sell
4,296
-18
-0.4% -$4.64K 0.62% 42
2025
Q1 		$1.07M Sell
4,314
-1,767
-29% -$432K 0.5% 46
2024
Q4 		$1.34M Buy
6,081
+1,447
+31% +$322K 0.63% 42
2024
Q3 		$801K Hold
4,634
– – 0.42% 54
2024
Q2 		$801K Buy
4,634
+154
+3% +$26.8K 0.42% 54
2024
Q1 		$833K Buy
4,480
+370
+9% +$67.5K 0.46% 50
2023
Q4 		$672K Sell
4,110
-210
-5% -$31.7K 0.4% 55
2023
Q3 		$606K Hold
4,320
– – 0.4% 55
2023
Q2 		$578K Sell
4,320
-707
-14% -$91.2K 0.37% 55
2023
Q1 		$659K Buy
5,027
+37
+0.7% +$4.95K 0.43% 50
2022
Q4 		$703K Sell
4,990
-4
-0.1% -$552 0.49% 46
2022
Q3 		$599K Buy
4,994
+150
+3% +$19.7K 0.46% 53
2022
Q2 		$684K Buy
4,844
+150
+3% +$20.2K 0.48% 49
2022
Q1 		$610K Sell
4,694
-135
-3% -$17.6K 0.37% 57
2021
Q4 		$645K Sell
4,829
-385
-7% -$48.3K 0.37% 59
2021
Q3 		$693K Buy
5,214
+20
+0.4% +$2.67K 0.43% 54
2021
Q2 		$728K Buy
5,194
+120
+2% +$16.4K 0.46% 52
2021
Q1 		$643K Sell
5,074
-21
-0.4% -$2.51K 0.43% 55
2020
Q4 		$613K Sell
5,095
-117
-2% -$13.5K 0.45% 51
2020
Q3 		$606K Buy
5,212
+52
+1% +$6.12K 0.52% 46
2020
Q2 		$596K Buy
5,160
+466
+10% +$54.1K 0.54% 48
2020
Q1 		$498K Buy
4,694
+31
+0.7% +$3.92K 0.53% 49
2019
Q4 		$598K Buy
+4,663
New +$606K 0.51% 52

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

Arbor Trust Wealth Advisors's IBM Position: Q1 2026 in Review

Arbor Trust Wealth Advisors reduced its IBM (IBM) stake by 1.8% in Q1 2026, selling an estimated $21.4K and leaving 4,207 shares worth $1.02M. The position accounts for 0.45% of the portfolio, ranked #48.

Arbor Trust Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Arbor Trust Wealth Advisors held 4,207 shares of IBM worth $1.02M as of Q1 2026.
  • Arbor Trust Wealth Advisors sold 79 IBM shares in Q1 2026, an estimated $21.4K.
  • IBM made up 0.45% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Arbor Trust Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Arbor Trust Wealth Advisors's IBM position peaked at $1.34M in Q4 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.