Fidelity D&D Bancorp’s IBM IBM Stock Holding History

Fidelity D&D Bancorp’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	$9.68M	Hold	39,922	–	–	3.88%	8
2025 Q4	$11.8M	Hold	39,922	–	–	5.11%	5
2025 Q3	$11.3M	Hold	39,922	–	–	6.21%	3
2025 Q2	$11.8M	Hold	39,922	–	–	7.21%	2
2025 Q1	$9.93M	Hold	39,922	–	–	6.53%	2
2024 Q4	$8.78M	Sell	39,922 -93	-0.2%	-$20.7K	5.84%	3
2024 Q3	$8.85M	Hold	40,015	–	–	5.89%	3
2024 Q2	$6.92M	Hold	40,015	–	–	5.25%	3
2024 Q1	$7.64M	Sell	40,015 -78	-0.2%	-$14.2K	5.74%	3
2023 Q4	$6.56M	Buy	40,093 +441	+1%	+$66.6K	5.1%	4
2023 Q3	$5.56M	Buy	+39,652	New	+$5.64M	5.72%	3
2023 Q1	$7.64M	Buy	+40,015	New	+$5.35M	5.74%	3

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity D&D Bancorp's IBM Position: Q1 2026 in Review

Fidelity D&D Bancorp held its IBM (IBM) position steady in Q1 2026 at 39,922 shares worth $9.68M. The position accounts for 3.88% of the portfolio, ranked #8.

Fidelity D&D Bancorp first reported a position in IBM in Q1 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Fidelity D&D Bancorp held 39,922 shares of IBM worth $9.68M as of Q1 2026.
Fidelity D&D Bancorp left its IBM share count unchanged in Q1 2026.
IBM made up 3.88% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #8 holding.
Fidelity D&D Bancorp first reported a position in IBM in Q1 2023 and has held it in 12 quarters since.
Fidelity D&D Bancorp's IBM position peaked at $11.8M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.