Equitable Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
4,612
-184
| -4% | -$49.8K | 0.05% | 216 |
|
|
2025
Q4 | $1.42M | Sell |
4,796
-546
| -10% | -$164K | 0.06% | 194 |
|
|
2025
Q3 | $1.51M | Sell |
5,342
-166
| -3% | -$43.5K | 0.07% | 177 |
|
|
2025
Q2 | $1.62M | Sell |
5,508
-19
| -0.3% | -$4.89K | 0.08% | 171 |
|
|
2025
Q1 | $1.37M | Sell |
5,527
-196
| -3% | -$47.9K | 0.08% | 181 |
|
|
2024
Q4 | $1.26M | Sell |
5,723
-364
| -6% | -$81.1K | 0.07% | 189 |
|
|
2024
Q3 | $1.35M | Buy |
6,087
+9
| +0.1% | +$1.76K | 0.09% | 167 |
|
|
2024
Q2 | $1.05M | Sell |
6,078
-152
| -2% | -$26.4K | 0.07% | 190 |
|
|
2024
Q1 | $1.19M | Sell |
6,230
-517
| -8% | -$94.3K | 0.08% | 175 |
|
|
2023
Q4 | $1.1M | Sell |
6,747
-45
| -0.7% | -$6.8K | 0.08% | 166 |
|
|
2023
Q3 | $953K | Buy |
6,792
+72
| +1% | +$10.2K | 0.08% | 175 |
|
|
2023
Q2 | $899K | Hold |
6,720
| – | – | 0.07% | 180 |
|
|
2023
Q1 | $881K | Buy |
6,720
+400
| +6% | +$53.5K | 0.07% | 181 |
|
|
2022
Q4 | $890K | Sell |
6,320
-856
| -12% | -$118K | 0.07% | 185 |
|
|
2022
Q3 | $852K | Hold |
7,176
| – | – | 0.07% | 181 |
|
|
2022
Q2 | $1.01M | Hold |
7,176
| – | – | 0.08% | 178 |
|
|
2022
Q1 | $933K | Sell |
7,176
-456
| -6% | -$59.5K | 0.06% | 183 |
|
|
2021
Q4 | $1.02M | Sell |
7,632
-2,713
| -26% | -$340K | 0.06% | 173 |
|
|
2021
Q3 | $1.37M | Buy |
10,345
+227
| +2% | +$30.3K | 0.09% | 156 |
|
|
2021
Q2 | $1.42M | Sell |
10,118
-1,420
| -12% | -$194K | 0.09% | 162 |
|
|
2021
Q1 | $1.47M | Buy |
11,538
+1,184
| +11% | +$142K | 0.11% | 147 |
|
|
2020
Q4 | $1.25M | Sell |
10,354
-64
| -0.6% | -$7.4K | 0.09% | 162 |
|
|
2020
Q3 | $1.21M | Sell |
10,418
-906
| -8% | -$107K | 0.1% | 150 |
|
|
2020
Q2 | $1.31M | Sell |
11,324
-3,225
| -22% | -$375K | 0.12% | 140 |
|
|
2020
Q1 | $1.54M | Sell |
14,549
-637
| -4% | -$80.6K | 0.17% | 120 |
|
|
2019
Q4 | $1.95M | Sell |
15,186
-346
| -2% | -$45K | 0.19% | 106 |
|
|
2019
Q3 | $2.16M | Buy |
15,532
+667
| +4% | +$90K | 0.23% | 100 |
|
|
2019
Q2 | $1.96M | Sell |
14,865
-244
| -2% | -$32.1K | 0.21% | 103 |
|
|
2019
Q1 | $2.04M | Sell |
15,109
-583
| -4% | -$74.3K | 0.24% | 100 |
|
|
2018
Q4 | $1.71M | Sell |
15,692
-2,335
| -13% | -$280K | 0.23% | 107 |
|
|
2018
Q3 | $2.61M | Buy |
18,027
+425
| +2% | +$59.4K | 0.3% | 92 |
|
|
2018
Q2 | $2.35M | Buy |
+17,602
| New | +$2.45M | 0.3% | 96 |
|
Other funds holding IBM
VCM
VPM
Equitable Trust's IBM Position: Q1 2026 in Review
Equitable Trust reduced its IBM (IBM) stake by 3.8% in Q1 2026, selling an estimated $49.8K and leaving 4,612 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #216.
Equitable Trust first reported a position in IBM in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.61M in Q3 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Equitable Trust held 4,612 shares of IBM worth $1.12M as of Q1 2026.
- Equitable Trust sold 184 IBM shares in Q1 2026, an estimated $49.8K.
- IBM made up 0.05% of Equitable Trust's portfolio in Q1 2026, its #216 holding.
- Equitable Trust first reported a position in IBM in Q2 2018 and has held it in 32 quarters since.
- Equitable Trust's IBM position peaked at $2.61M in Q3 2018.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.