DTC
IBM icon

Davidson Trust Company’s IBM IBM Stock Holding History

Davidson 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
Q2 		$844K Buy
3,000
+72
+2% +$18.1K 0.33% 81
2026
Q1 		$710K Sell
2,928
-370
-11% -$100K 0.31% 86
2025
Q4 		$977K Buy
3,298
+85
+3% +$25.5K 0.41% 65
2025
Q3 		$907K Buy
3,213
+448
+16% +$117K 0.37% 65
2025
Q2 		$815K Sell
2,765
-397
-13% -$102K 0.38% 68
2025
Q1 		$786K Buy
3,162
+179
+6% +$43.8K 0.37% 66
2024
Q4 		$656K Sell
2,983
-359
-11% -$80K 0.34% 75
2024
Q3 		$739K Buy
3,342
+775
+30% +$152K 0.38% 65
2024
Q2 		$444K Sell
2,567
-878
-25% -$153K 0.31% 87
2024
Q1 		$658K Buy
3,445
+100
+3% +$18.2K 0.38% 68
2023
Q4 		$547K Buy
3,345
+30
+0.9% +$4.53K 0.35% 76
2023
Q3 		$465K Sell
3,315
-644
-16% -$91.6K 0.35% 72
2023
Q2 		$530K Sell
3,959
-65
-2% -$8.39K 0.38% 63
2023
Q1 		$528K Hold
4,024
– – 0.41% 67
2022
Q4 		$567K Sell
4,024
-957
-19% -$132K 0.5% 52
2022
Q3 		$592K Sell
4,981
-185
-4% -$24.3K 0.57% 50
2022
Q2 		$730K Sell
5,166
-37
-0.7% -$4.99K 0.65% 42
2022
Q1 		$676K Sell
5,203
-2,030
-28% -$265K 0.5% 56
2021
Q4 		$966K Sell
7,233
-494
-6% -$62K 0.66% 41
2021
Q3 		$1.03M Buy
7,727
+59
+0.8% +$7.89K 0.78% 37
2021
Q2 		$1.07M Buy
7,668
+1,729
+29% +$236K 0.84% 33
2021
Q1 		$756K Sell
5,939
-172
-3% -$20.6K 0.63% 44
2020
Q4 		$734K Sell
6,111
-3,817
-38% -$441K 0.63% 45
2020
Q3 		$1.15M Buy
9,928
+124
+1% +$14.6K 1.05% 25
2020
Q2 		$1.13M Buy
9,804
+386
+4% +$44.8K 1.1% 25
2020
Q1 		$998K Buy
9,418
+93
+1% +$11.8K 1.23% 24
2019
Q4 		$1.19M Buy
+9,325
New +$1.21M 1.2% 27

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davidson Trust Company's IBM Position: Q2 2026 in Review

Davidson Trust Company increased its IBM (IBM) stake by 2.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 3,000 shares worth $844K. The position accounts for 0.33% of the portfolio, ranked #81.

Davidson Trust Company first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Davidson Trust Company held 3,000 shares of IBM worth $844K as of Q2 2026.
  • Davidson Trust Company bought 72 IBM shares in Q2 2026, an estimated $18.1K.
  • IBM made up 0.33% of Davidson Trust Company's portfolio in Q2 2026, its #81 holding.
  • Davidson Trust Company first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Davidson Trust Company's IBM position peaked at $1.19M in Q4 2019.
  • 1,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Davidson Trust Company's 13F filing for Q2 2026, filed 29 Jul 2026.