CoreFirst Bank & Trust’s IBM IBM Stock Holding History

CoreFirst Bank & 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	$404K	Sell	1,666 -20	-1%	-$5.41K	0.21%	77
2025 Q4	$499K	Sell	1,686 -100	-6%	-$29.9K	0.27%	74
2025 Q3	$504K	Hold	1,786	–	–	0.27%	73
2025 Q2	$526K	Sell	1,786 -345	-16%	-$88.9K	0.3%	72
2025 Q1	$530K	Hold	2,131	–	–	0.34%	68
2024 Q4	$468K	Sell	2,131 -65	-3%	-$14.5K	0.28%	73
2024 Q3	$485K	Hold	2,196	–	–	0.28%	74
2024 Q2	$380K	Hold	2,196	–	–	0.26%	85
2024 Q1	$419K	Sell	2,196 -1,470	-40%	-$268K	0.26%	81
2023 Q4	$600K	Sell	3,666 -724	-16%	-$109K	0.4%	61
2023 Q3	$616K	Sell	4,390 -21	-0.5%	-$2.99K	0.44%	60
2023 Q2	$590K	Sell	4,411 -750	-15%	-$96.8K	0.42%	56
2023 Q1	$677K	Sell	5,161 -400	-7%	-$53.5K	0.49%	51
2022 Q4	$783K	Sell	5,561 -710	-11%	-$97.9K	0.59%	43
2022 Q3	$745K	Sell	6,271 -254	-4%	-$33.3K	0.64%	36
2022 Q2	$921K	Sell	6,525 -504	-7%	-$68K	0.73%	33
2022 Q1	$914K	Hold	7,029	–	–	0.63%	41
2021 Q4	$939K	Sell	7,029 -1,902	-21%	-$239K	0.61%	42
2021 Q3	$1.19M	Buy	8,931 +247	+3%	+$33K	0.82%	25
2021 Q2	$1.22M	Sell	8,684 -285	-3%	-$39K	0.83%	25
2021 Q1	$1.14M	Hold	8,969	–	–	0.79%	26
2020 Q4	$1.08M	Buy	+8,969	New	+$1.04M	0.8%	26

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CoreFirst Bank & Trust's IBM Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its IBM (IBM) stake by 1.2% in Q1 2026, selling an estimated $5.41K and leaving 1,666 shares worth $404K. The position accounts for 0.21% of the portfolio, ranked #77.

CoreFirst Bank & Trust first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.22M in Q2 2021. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

CoreFirst Bank & Trust held 1,666 shares of IBM worth $404K as of Q1 2026.
CoreFirst Bank & Trust sold 20 IBM shares in Q1 2026, an estimated $5.41K.
IBM made up 0.21% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #77 holding.
CoreFirst Bank & Trust first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
CoreFirst Bank & Trust's IBM position peaked at $1.22M in Q2 2021.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.