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First Bankers Trust’s IBM IBM Stock Holding History

First Bankers 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 		$780K Sell
2,775
-535
-16% -$135K 0.24% 92
2026
Q1 		$802K Sell
3,310
-455
-12% -$123K 0.27% 87
2025
Q4 		$1.12M Buy
3,765
+1,110
+42% +$332K 0.37% 76
2025
Q3 		$749K Sell
2,655
-100
-4% -$26.2K 0.26% 88
2025
Q2 		$812K Hold
2,755
– – 0.3% 84
2025
Q1 		$685K Sell
2,755
-100
-4% -$24.5K 0.27% 90
2024
Q4 		$628K Hold
2,855
– – 0.25% 91
2024
Q3 		$631K Hold
2,855
– – 0.24% 87
2024
Q2 		$494K Sell
2,855
-60
-2% -$10.4K 0.2% 94
2024
Q1 		$557K Buy
2,915
+410
+16% +$74.8K 0.24% 89
2023
Q4 		$410K Hold
2,505
– – 0.19% 90
2023
Q3 		$351K Sell
2,505
-225
-8% -$32K 0.18% 93
2023
Q2 		$365K Sell
2,730
-841
-24% -$109K 0.18% 93
2023
Q1 		$468K Sell
3,571
-50
-1% -$6.69K 0.23% 87
2022
Q4 		$510K Sell
3,621
-15
-0.4% -$2.07K 0.26% 86
2022
Q3 		$432K Hold
3,636
– – 0.25% 86
2022
Q2 		$513K Sell
3,636
-296
-8% -$40K 0.27% 86
2022
Q1 		$511K Sell
3,932
-200
-5% -$26.1K 0.24% 89
2021
Q4 		$552K Sell
4,132
-2,251
-35% -$282K 0.24% 92
2021
Q3 		$848K Sell
6,383
-84
-1% -$11.2K 0.43% 70
2021
Q2 		$906K Sell
6,467
-419
-6% -$57.3K 0.44% 71
2021
Q1 		$877K Sell
6,886
-753
-10% -$90.1K 0.37% 74
2020
Q4 		$919K Sell
7,639
-105
-1% -$12.1K 0.35% 75
2020
Q3 		$901K Buy
7,744
+339
+5% +$39.9K 0.38% 72
2020
Q2 		$855K Hold
7,405
– – 0.38% 74
2020
Q1 		$785K Sell
7,405
-303
-4% -$38.3K 0.41% 71
2019
Q4 		$988K Sell
7,708
-652
-8% -$84.7K 0.42% 75
2019
Q3 		$1.16M Sell
8,360
-104
-1% -$14K 0.53% 69
2019
Q2 		$1.12M Sell
8,464
-1,608
-16% -$211K 0.52% 67
2019
Q1 		$1.36M Sell
10,072
-10,647
-51% -$1.36M 0.65% 51
2018
Q4 		$2.25M Buy
20,719
+9,986
+93% +$1.2M 0.59% 52
2018
Q3 		$1.55M Sell
10,733
-460
-4% -$64.3K 0.74% 45
2018
Q2 		$1.5M Sell
11,193
-330
-3% -$46K 0.78% 43
2018
Q1 		$1.69M Hold
11,523
– – 0.89% 41
2017
Q4 		$1.69M Hold
11,523
– – 0.84% 42
2017
Q3 		$1.6M Sell
11,523
-125
-1% -$17.4K 0.83% 43
2017
Q2 		$1.71M Sell
11,648
-83
-0.7% -$12.5K 0.92% 39
2017
Q1 		$1.95M Sell
11,731
-654
-5% -$110K 1.07% 33
2016
Q4 		$1.97M Sell
12,385
-261
-2% -$39.8K 1.09% 31
2016
Q3 		$1.92M Sell
12,646
-675
-5% -$102K 1.08% 34
2016
Q2 		$1.93M Sell
13,321
-6,364
-32% -$911K 1.07% 31
2016
Q1 		$2.85M Hold
19,685
– – 1.19% 27
2015
Q4 		$2.59M Sell
19,685
-842
-4% -$113K 1.13% 33
2015
Q3 		$2.85M Sell
20,527
-837
-4% -$124K 1.31% 28
2015
Q2 		$3.32M Sell
21,364
-496
-2% -$79.7K 1.41% 24
2015
Q1 		$3.35M Buy
21,860
+1,620
+8% +$246K 1.44% 22
2014
Q4 		$3.1M Sell
20,240
-607
-3% -$96.6K 1.35% 25
2014
Q3 		$3.78M Buy
20,847
+174
+0.8% +$31.7K 1.67% 17
2014
Q2 		$3.58M Sell
20,673
-643
-3% -$116K 1.57% 18
2014
Q1 		$3.92M Sell
21,316
-74
-0.3% -$13K 1.83% 15
2013
Q4 		$3.84M Buy
21,390
+1,398
+7% +$241K 1.82% 13
2013
Q3 		$3.54M Buy
19,992
+331
+2% +$60.2K 1.87% 13
2013
Q2 		$3.59M Buy
+19,661
New +$3.83M 1.94% 12

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
VF
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

First Bankers Trust reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $135K and leaving 2,775 shares worth $780K. The position accounts for 0.24% of the portfolio, ranked #92.

First Bankers Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.92M in Q1 2014. 1,268 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • First Bankers Trust held 2,775 shares of IBM worth $780K as of Q2 2026.
  • First Bankers Trust sold 535 IBM shares in Q2 2026, an estimated $135K.
  • IBM made up 0.24% of First Bankers Trust's portfolio in Q2 2026, its #92 holding.
  • First Bankers Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • First Bankers Trust's IBM position peaked at $3.92M in Q1 2014.
  • 1,268 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.