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Caldwell Trust’s IBM IBM Stock Holding History

Caldwell 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
Q1 		$4.93M Buy
20,347
+557
+3% +$151K 0.44% 53
2025
Q4 		$5.86M Buy
19,790
+1,368
+7% +$410K 0.52% 46
2025
Q3 		$5.2M Buy
18,422
+2,128
+13% +$557K 0.49% 50
2025
Q2 		$4.8M Buy
16,294
+1,342
+9% +$346K 0.48% 49
2025
Q1 		$3.72M Buy
14,952
+2,686
+22% +$657K 0.4% 60
2024
Q4 		$2.7M Buy
12,266
+3,883
+46% +$865K 0.28% 77
2024
Q3 		$1.85M Buy
8,383
+856
+11% +$168K 0.19% 106
2024
Q2 		$1.3M Buy
7,527
+306
+4% +$53.2K 0.14% 128
2024
Q1 		$1.38M Sell
7,221
-8,387
-54% -$1.53M 0.16% 122
2023
Q4 		$2.55M Sell
15,608
-164
-1% -$24.8K 0.32% 68
2023
Q3 		$2.21M Sell
15,772
-282
-2% -$40.1K 0.3% 76
2023
Q2 		$2.15M Buy
16,054
+295
+2% +$38.1K 0.28% 78
2023
Q1 		$2.07M Sell
15,759
-238
-1% -$31.8K 0.29% 82
2022
Q4 		$2.25M Sell
15,997
-65
-0.4% -$8.97K 0.32% 71
2022
Q3 		$1.91M Sell
16,062
-613
-4% -$80.4K 0.28% 79
2022
Q2 		$2.35M Buy
16,675
+64
+0.4% +$8.64K 0.32% 75
2022
Q1 		$2.16M Sell
16,611
-1,078
-6% -$141K 0.26% 87
2021
Q4 		$2.36M Sell
17,689
-4,368
-20% -$548K 0.27% 83
2021
Q3 		$2.93M Sell
22,057
-588
-3% -$78.6K 0.37% 64
2021
Q2 		$3.17M Buy
22,645
+952
+4% +$130K 0.42% 61
2021
Q1 		$2.76M Sell
21,693
-74
-0.3% -$8.86K 0.39% 62
2020
Q4 		$2.62M Sell
21,767
-10,896
-33% -$1.26M 0.4% 62
2020
Q3 		$3.8M Buy
32,663
+6,608
+25% +$778K 0.62% 43
2020
Q2 		$3.01M Sell
26,055
-1,247
-5% -$145K 0.5% 55
2020
Q1 		$2.9M Sell
27,302
-1,334
-5% -$169K 0.55% 51
2019
Q4 		$3.67M Buy
+28,636
New +$3.72M 0.56% 54

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

Caldwell Trust's IBM Position: Q1 2026 in Review

Caldwell Trust increased its IBM (IBM) stake by 2.8% in Q1 2026, buying an estimated $151K and bringing the position to 20,347 shares worth $4.93M. The position accounts for 0.44% of the portfolio, ranked #53.

Caldwell Trust first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.86M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Caldwell Trust held 20,347 shares of IBM worth $4.93M as of Q1 2026.
  • Caldwell Trust bought 557 IBM shares in Q1 2026, an estimated $151K.
  • IBM made up 0.44% of Caldwell Trust's portfolio in Q1 2026, its #53 holding.
  • Caldwell Trust first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's IBM position peaked at $5.86M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.