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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
Q2 		$136K Hold
485
– – 0.03% 215
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 $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 $3.38T AUM 44.17% 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

BankPlus Trust Department's IBM Position: Q2 2026 in Review

BankPlus Trust Department held its IBM (IBM) position steady in Q2 2026 at 485 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #215.

BankPlus Trust Department first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $170K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BankPlus Trust Department held 485 shares of IBM worth $136K as of Q2 2026.
  • BankPlus Trust Department left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.03% of BankPlus Trust Department's portfolio in Q2 2026, its #215 holding.
  • BankPlus Trust Department first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Trust Department's IBM position peaked at $170K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.