First National Advisers’s IBM IBM Stock Holding History

First National Advisers’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	$243K	Buy	+864	New	+$218K	0.03%	241
2026 Q1	–	Sell	-876	Closed	-$259K	–	249
2025 Q4	$259K	Sell	876 -111	-11%	-$33.2K	0.04%	219
2025 Q3	$278K	Buy	987 +17	+2%	+$4.45K	0.04%	210
2025 Q2	$286K	Buy	970 +71	+8%	+$18.3K	0.04%	202
2025 Q1	$224K	Sell	899 -635	-41%	-$155K	0.04%	209
2024 Q4	$337K	Sell	1,534 -15	-1%	-$3.34K	0.05%	156
2024 Q3	$342K	Hold	1,549	–	–	0.05%	186
2024 Q2	$268K	Buy	1,549 +49	+3%	+$8.51K	0.05%	193
2024 Q1	$286K	Buy	+1,500	New	+$274K	0.06%	181

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First National Advisers's IBM Position: Q2 2026 in Review

First National Advisers opened a new position in IBM (IBM) in Q2 2026: 864 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #241 among its holdings. This is a return to the name: First National Advisers previously reported a position in IBM as recently as Q4 2025.

First National Advisers first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $342K in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

First National Advisers held 864 shares of IBM worth $243K as of Q2 2026.
IBM was a new First National Advisers position in Q2 2026.
IBM made up 0.03% of First National Advisers's portfolio in Q2 2026, its #241 holding.
First National Advisers first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
First National Advisers's IBM position peaked at $342K in Q3 2024.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.