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Colonial Trust’s IBM IBM Stock Holding History

Colonial 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 		$1.83M Sell
7,537
-111
-1% -$30K 0.25% 96
2025
Q4 		$2.27M Sell
7,648
-1,134
-13% -$340K 0.3% 82
2025
Q3 		$2.48M Buy
8,782
+31
+0.4% +$8.11K 0.33% 78
2025
Q2 		$2.58M Sell
8,751
-22
-0.3% -$5.67K 0.38% 68
2025
Q1 		$2.18M Sell
8,773
-506
-5% -$124K 0.34% 77
2024
Q4 		$2.04M Buy
9,279
+855
+10% +$190K 0.3% 80
2024
Q3 		$1.86M Buy
8,424
+4,305
+105% +$844K 0.29% 84
2024
Q2 		$712K Buy
4,119
+95
+2% +$16.5K 0.13% 126
2024
Q1 		$768K Sell
4,024
-36
-0.9% -$6.57K 0.14% 120
2023
Q4 		$664K Buy
4,060
+336
+9% +$50.8K 0.14% 128
2023
Q3 		$522K Hold
3,724
– – 0.13% 126
2023
Q2 		$498K Buy
3,724
+242
+7% +$31.2K 0.12% 132
2023
Q1 		$456K Buy
3,482
+330
+10% +$44.1K 0.12% 144
2022
Q4 		$444K Sell
3,152
-132
-4% -$18.2K 0.12% 134
2022
Q3 		$390K Buy
+3,284
New +$431K 0.12% 141

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

Colonial Trust's IBM Position: Q1 2026 in Review

Colonial Trust reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $30K and leaving 7,537 shares worth $1.83M. The position accounts for 0.25% of the portfolio, ranked #96.

Colonial Trust first reported a position in IBM in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Colonial Trust held 7,537 shares of IBM worth $1.83M as of Q1 2026.
  • Colonial Trust sold 111 IBM shares in Q1 2026, an estimated $30K.
  • IBM made up 0.25% of Colonial Trust's portfolio in Q1 2026, its #96 holding.
  • Colonial Trust first reported a position in IBM in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's IBM position peaked at $2.58M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.