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Cetera Trust Company’s IBM IBM Stock Holding History

Cetera Trust Company’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 		$250K Hold
1,032
– – 0.14% 135
2025
Q4 		$306K Hold
1,032
– – 0.16% 117
2025
Q3 		$291K Sell
1,032
-100
-9% -$26.2K 0.16% 121
2025
Q2 		$334K Hold
1,132
– – 0.2% 89
2025
Q1 		$281K Hold
1,132
– – 0.18% 107
2024
Q4 		$249K Hold
1,132
– – 0.16% 134
2024
Q3 		$250K Hold
1,132
– – 0.15% 134
2024
Q2 		$196K Hold
1,132
– – 0.12% 159
2024
Q1 		$216K Hold
1,132
– – 0.13% 152
2023
Q4 		$185K Buy
+1,132
New +$171K 0.12% 155

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

Cetera Trust Company's IBM Position: Q1 2026 in Review

Cetera Trust Company held its IBM (IBM) position steady in Q1 2026 at 1,032 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #135.

Cetera Trust Company first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $334K in Q2 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cetera Trust Company held 1,032 shares of IBM worth $250K as of Q1 2026.
  • Cetera Trust Company left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.14% of Cetera Trust Company's portfolio in Q1 2026, its #135 holding.
  • Cetera Trust Company first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's IBM position peaked at $334K in Q2 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.