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BankPlus Trust Department’s IBM IBM Stock Holding History

BankPlus Trust Department’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 		$118K Sell
485
-89
-16% -$24.1K 0.03% 209
2025
Q4 		$170K Hold
574
– – 0.04% 185
2025
Q3 		$162K Hold
574
– – 0.04% 187
2025
Q2 		$169K Hold
574
– – 0.05% 167
2025
Q1 		$143K Sell
574
-3
-0.5% -$734 0.05% 161
2024
Q4 		$127K Buy
+577
New +$129K 0.04% 169

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

BankPlus Trust Department's IBM Position: Q1 2026 in Review

BankPlus Trust Department reduced its IBM (IBM) stake by 16% in Q1 2026, selling an estimated $24.1K and leaving 485 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #209.

BankPlus Trust Department first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $170K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • BankPlus Trust Department held 485 shares of IBM worth $118K as of Q1 2026.
  • BankPlus Trust Department sold 89 IBM shares in Q1 2026, an estimated $24.1K.
  • IBM made up 0.03% of BankPlus Trust Department's portfolio in Q1 2026, its #209 holding.
  • BankPlus Trust Department first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's IBM position peaked at $170K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.