Cetera Trust Company
IBM icon

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
Q3 		$227K Hold
1,032
– – 0.12% 143
2026
Q2 		$290K Hold
1,032
– – 0.15% 131
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Trust Company's IBM Position: Q3 2026 in Review

Cetera Trust Company held its IBM (IBM) position steady in Q3 2026 at 1,032 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #143.

Cetera Trust Company first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $334K in Q2 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cetera Trust Company held 1,032 shares of IBM worth $227K as of Q3 2026.
  • Cetera Trust Company left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.12% of Cetera Trust Company's portfolio in Q3 2026, its #143 holding.
  • Cetera Trust Company first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Cetera Trust Company's IBM position peaked at $334K in Q2 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.