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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
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 $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

ESL Trust Services's IBM Position: Q1 2026 in Review

ESL Trust Services reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $12.4K and leaving 3,040 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #25.

ESL Trust Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $914K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • ESL Trust Services held 3,040 shares of IBM worth $737K as of Q1 2026.
  • ESL Trust Services sold 46 IBM shares in Q1 2026, an estimated $12.4K.
  • IBM made up 0.14% of ESL Trust Services's portfolio in Q1 2026, its #25 holding.
  • ESL Trust Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • ESL Trust Services's IBM position peaked at $914K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on ESL Trust Services's 13F filing for Q1 2026, filed 7 May 2026.