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 Q2	$6.47M	Buy	+23,004	New	+$5.8M	0.39%	81
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First American Trust's IBM Position: Q2 2026 in Review

First American Trust opened a new position in IBM (IBM) in Q2 2026: 23,004 shares worth $6.47M. The stake represents 0.39% of the portfolio and ranks #81 among its holdings. This is a return to the name: First American Trust previously reported a position in IBM as recently as Q4 2025.

First American Trust first reported a position in IBM in Q2 2013 and has held it in 17 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

First American Trust held 23,004 shares of IBM worth $6.47M as of Q2 2026.
IBM was a new First American Trust position in Q2 2026.
IBM made up 0.39% of First American Trust's portfolio in Q2 2026, its #81 holding.
First American Trust first reported a position in IBM in Q2 2013 and has held it in 17 quarters since.
3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.