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First American Trust’s IBM IBM Stock Holding History

First American Trust’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 		– Sell
-1,120
Closed -$332K – 298
2025
Q4 		$332K Sell
1,120
-202
-15% -$60.5K 0.02% 223
2025
Q3 		$373K Buy
1,322
+419
+46% +$110K 0.03% 191
2025
Q2 		$266K Buy
+903
New +$233K 0.02% 205
2023
Q1 		– Sell
-1,454
Closed -$205K – 157
2022
Q4 		$205K Buy
+1,454
New +$201K 0.03% 148
2018
Q3 		– Sell
-1,583
Closed -$212K – 127
2018
Q2 		$212K Buy
+1,583
New +$221K 0.05% 123
2017
Q4 		– Sell
-2,355
Closed -$326K – 124
2017
Q3 		$326K Sell
2,355
-14,706
-86% -$2.05M 0.09% 90
2017
Q2 		$2.51M Sell
17,061
-12,627
-43% -$1.9M 0.7% 62
2017
Q1 		$4.94M Sell
29,688
-717
-2% -$120K 1.51% 22
2016
Q4 		$4.83M Sell
30,405
-607
-2% -$92.5K 1.49% 24
2016
Q3 		$4.71M Sell
31,012
-27
-0.1% -$4.1K 1.47% 23
2016
Q2 		$4.5M Sell
31,039
-2,274
-7% -$326K 1.59% 24
2016
Q1 		$4.82M Buy
+33,313
New +$4.26M 1.69% 22
2014
Q4 		– Sell
-1,430
Closed -$260K – 99
2014
Q3 		$260K Buy
1,430
+266
+23% +$48.5K 0.1% 86
2014
Q2 		$201K Buy
+1,164
New +$209K 0.08% 88
2013
Q4 		– Sell
-2,091
Closed -$370K – 127
2013
Q3 		$370K Buy
2,091
+860
+70% +$156K 0.13% 92
2013
Q2 		$225K Buy
+1,231
New +$240K 0.08% 114

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

First American Trust's IBM Position: Q1 2026 in Review

First American Trust sold out of IBM (IBM) in Q1 2026, closing a stake of 1,120 shares — an estimated $332K sold.

First American Trust first reported a position in IBM in Q2 2013 and held it in 16 quarters. The position peaked at $4.94M in Q1 2017. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • First American Trust reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • First American Trust sold 1,120 IBM shares in Q1 2026, an estimated $332K.
  • First American Trust first reported a position in IBM in Q2 2013 and held it in 16 quarters.
  • First American Trust's IBM position peaked at $4.94M in Q1 2017.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.