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Bath Savings Trust’s IBM IBM Stock Holding History

Bath Savings Trust’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 		$1.31M Buy
4,668
+236
+5% +$59.5K 0.14% 87
2026
Q1 		$1.07M Sell
4,432
-25
-0.6% -$6.76K 0.11% 92
2025
Q4 		$1.32M Hold
4,457
– – 0.13% 85
2025
Q3 		$1.26M Hold
4,457
– – 0.12% 87
2025
Q2 		$1.31M Sell
4,457
-72
-2% -$18.6K 0.13% 87
2025
Q1 		$1.13M Sell
4,529
-272
-6% -$66.5K 0.12% 86
2024
Q4 		$1.06M Sell
4,801
-260
-5% -$57.9K 0.11% 95
2024
Q3 		$1.12M Sell
5,061
-250
-5% -$49K 0.11% 93
2024
Q2 		$918K Sell
5,311
-207
-4% -$36K 0.1% 100
2024
Q1 		$1.05M Buy
5,518
+373
+7% +$68K 0.11% 96
2023
Q4 		$841K Sell
5,145
-85
-2% -$12.8K 0.09% 100
2023
Q3 		$734K Buy
5,230
+15
+0.3% +$2.13K 0.09% 103
2023
Q2 		$698K Sell
5,215
-150
-3% -$19.4K 0.08% 108
2023
Q1 		$703K Sell
5,365
-39
-0.7% -$5.22K 0.09% 106
2022
Q4 		$761K Sell
5,404
-71
-1% -$9.79K 0.1% 101
2022
Q3 		$651K Sell
5,475
-86
-2% -$11.3K 0.09% 101
2022
Q2 		$785K Buy
5,561
+300
+6% +$40.5K 0.1% 98
2022
Q1 		$684K Buy
5,261
+735
+16% +$95.9K 0.08% 106
2021
Q4 		$605K Sell
4,526
-231
-5% -$29K 0.06% 112
2021
Q3 		$632K Buy
4,757
+426
+10% +$56.9K 0.07% 108
2021
Q2 		$607K Sell
4,331
-105
-2% -$14.4K 0.07% 113
2021
Q1 		$565K Buy
4,436
+1,786
+67% +$214K 0.07% 111
2020
Q4 		$319K Buy
2,650
+233
+10% +$26.9K 0.04% 125
2020
Q3 		$281K Buy
2,417
+35
+1% +$4.12K 0.05% 111
2020
Q2 		$275K Buy
2,382
+25
+1% +$2.9K 0.05% 110
2020
Q1 		$250K Sell
2,357
-381
-14% -$48.2K 0.05% 107
2019
Q4 		$351K Sell
2,738
-695
-20% -$90.3K 0.06% 102
2019
Q3 		$477K Sell
3,433
-243
-7% -$32.8K 0.09% 89
2019
Q2 		$484K Buy
3,676
+124
+3% +$16.3K 0.1% 87
2019
Q1 		$479K Sell
3,552
-162
-4% -$20.6K 0.1% 86
2018
Q4 		$404K Buy
3,714
+198
+6% +$23.8K 0.1% 88
2018
Q3 		$508K Sell
3,516
-366
-9% -$51.1K 0.11% 88
2018
Q2 		$518K Sell
3,882
-8
-0.2% -$1.12K 0.12% 94
2018
Q1 		$571K Sell
3,890
-322
-8% -$48.7K 0.14% 89
2017
Q4 		$618K Buy
4,212
+83
+2% +$12.1K 0.16% 85
2017
Q3 		$573K Sell
4,129
-235
-5% -$32.7K 0.15% 88
2017
Q2 		$641K Sell
4,364
-84
-2% -$12.7K 0.18% 81
2017
Q1 		$740K Sell
4,448
-54
-1% -$9.05K 0.22% 75
2016
Q4 		$714K Sell
4,502
-55
-1% -$8.38K 0.22% 74
2016
Q3 		$692K Sell
4,557
-105
-2% -$15.9K 0.22% 77
2016
Q2 		$676K Sell
4,662
-392
-8% -$56.1K 0.21% 72
2016
Q1 		$732K Sell
5,054
-753
-13% -$96.2K 0.24% 72
2015
Q4 		$764K Sell
5,807
-267
-4% -$35.9K 0.26% 73
2015
Q3 		$841K Sell
6,074
-339
-5% -$50.1K 0.3% 67
2015
Q2 		$998K Sell
6,413
-1,661
-21% -$267K 0.34% 64
2015
Q1 		$1.24M Sell
8,074
-5,439
-40% -$825K 0.42% 63
2014
Q4 		$2.07M Sell
13,513
-1,161
-8% -$185K 0.71% 44
2014
Q3 		$2.66M Sell
14,674
-274
-2% -$49.9K 1.01% 35
2014
Q2 		$2.59M Sell
14,948
-5,123
-26% -$922K 0.99% 36
2014
Q1 		$3.69M Sell
20,071
-8,561
-30% -$1.51M 1.46% 27
2013
Q4 		$5.13M Sell
28,632
-6,395
-18% -$1.1M 2.06% 14
2013
Q3 		$6.2M Buy
35,027
+592
+2% +$108K 2.71% 8
2013
Q2 		$6.29M Buy
+34,435
New +$6.71M 2.94% 6

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bath Savings Trust's IBM Position: Q2 2026 in Review

Bath Savings Trust increased its IBM (IBM) stake by 5.3% in Q2 2026, buying an estimated $59.5K and bringing the position to 4,668 shares worth $1.31M. The position accounts for 0.14% of the portfolio, ranked #87.

Bath Savings Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.29M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bath Savings Trust held 4,668 shares of IBM worth $1.31M as of Q2 2026.
  • Bath Savings Trust bought 236 IBM shares in Q2 2026, an estimated $59.5K.
  • IBM made up 0.14% of Bath Savings Trust's portfolio in Q2 2026, its #87 holding.
  • Bath Savings Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Bath Savings Trust's IBM position peaked at $6.29M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bath Savings Trust's 13F filing for Q2 2026, filed 9 Jul 2026.