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ESL Trust Services’s IBM IBM Stock Holding History

ESL Trust Services’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 		$855K Hold
3,040
– – 0.15% 23
2026
Q1 		$737K Sell
3,040
-46
-1% -$12.4K 0.14% 25
2025
Q4 		$914K Sell
3,086
-11
-0.4% -$3.29K 0.18% 22
2025
Q3 		$874K Buy
3,097
+111
+4% +$29.1K 0.17% 21
2025
Q2 		$880K Sell
2,986
-30
-1% -$7.73K 0.18% 20
2025
Q1 		$750K Hold
3,016
– – 0.17% 19
2024
Q4 		$663K Buy
3,016
+2,840
+1,614% +$632K 0.15% 20
2024
Q3 		$38.9K Hold
176
– – 0.01% 68
2024
Q2 		$30.4K Buy
176
+30
+21% +$5.21K 0.01% 79
2024
Q1 		$27.9K Buy
+146
New +$26.6K 0.01% 77

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ESL Trust Services's IBM Position: Q2 2026 in Review

ESL Trust Services held its IBM (IBM) position steady in Q2 2026 at 3,040 shares worth $855K. The position accounts for 0.15% of the portfolio, ranked #23.

ESL Trust Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $914K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ESL Trust Services held 3,040 shares of IBM worth $855K as of Q2 2026.
  • ESL Trust Services left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.15% of ESL Trust Services's portfolio in Q2 2026, its #23 holding.
  • ESL Trust Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • ESL Trust Services's IBM position peaked at $914K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.