Exchange Bank’s IBM IBM Stock Holding History

Exchange Bank’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	$3.23M	Sell	11,483 -118	-1%	-$29.7K	2.01%	14
2026 Q1	$2.81M	Sell	11,601 -15	-0.1%	-$4.06K	1.95%	14
2025 Q4	$3.44M	Sell	11,616 -110	-0.9%	-$32.9K	2.38%	10
2025 Q3	$3.31M	Buy	11,726 +3,900	+50%	+$1.02M	2.3%	12
2025 Q2	$2.31M	Sell	7,826 -28	-0.4%	-$7.21K	1.83%	14
2025 Q1	$1.95M	Sell	7,854 -44	-0.6%	-$10.8K	1.58%	17
2024 Q4	$1.74M	Buy	7,898 +171	+2%	+$38.1K	1.4%	19
2024 Q3	$1.71M	Hold	7,727	–	–	1.4%	20
2024 Q2	$1.34M	Sell	7,727 -50	-0.6%	-$8.69K	1.14%	27
2024 Q1	$1.49M	Sell	7,777 -57	-0.7%	-$10.4K	1.22%	24
2023 Q4	$1.28M	Buy	7,834 +73	+0.9%	+$11K	1.11%	27
2023 Q3	$1.09M	Sell	7,761 -28	-0.4%	-$3.98K	1.04%	30
2023 Q2	$1.04M	Buy	+7,789	New	+$1.01M	1.01%	31

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Exchange Bank's IBM Position: Q2 2026 in Review

Exchange Bank reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $29.7K and leaving 11,483 shares worth $3.23M. The position accounts for 2.01% of the portfolio, ranked #14.

Exchange Bank first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.44M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Exchange Bank held 11,483 shares of IBM worth $3.23M as of Q2 2026.
Exchange Bank sold 118 IBM shares in Q2 2026, an estimated $29.7K.
IBM made up 2.01% of Exchange Bank's portfolio in Q2 2026, its #14 holding.
Exchange Bank first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Exchange Bank's IBM position peaked at $3.44M in Q4 2025.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.