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 Q3	$2.53M	Buy	11,496 +13	+0.1%	+$3.09K	1.56%	19
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Exchange Bank's IBM Position: Q3 2026 in Review

Exchange Bank increased its IBM (IBM) stake by 0.11% in Q3 2026, buying an estimated $3.09K and bringing the position to 11,496 shares worth $2.53M. The position accounts for 1.56% of the portfolio, ranked #19.

Exchange Bank first reported a position in IBM in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.44M in Q4 2025. 1,193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Exchange Bank held 11,496 shares of IBM worth $2.53M as of Q3 2026.
Exchange Bank bought 13 IBM shares in Q3 2026, an estimated $3.09K.
IBM made up 1.56% of Exchange Bank's portfolio in Q3 2026, its #19 holding.
Exchange Bank first reported a position in IBM in Q2 2023 and has held it in 14 quarters since.
Exchange Bank's IBM position peaked at $3.44M in Q4 2025.
1,193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.