First National Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Sell |
44,673
-1,789
| -4% | -$484K | 0.37% | 66 |
|
|
2025
Q4 | $13.8M | Sell |
46,462
-880
| -2% | -$264K | 0.46% | 52 |
|
|
2025
Q3 | $13.4M | Sell |
47,342
-5,255
| -10% | -$1.38M | 0.46% | 55 |
|
|
2025
Q2 | $15.5M | Buy |
52,597
+292
| +0.6% | +$75.2K | 0.58% | 46 |
|
|
2025
Q1 | $13M | Sell |
52,305
-3,766
| -7% | -$921K | 0.52% | 51 |
|
|
2024
Q4 | $12.3M | Sell |
56,071
-1,990
| -3% | -$443K | 0.46% | 54 |
|
|
2024
Q3 | $12.8M | Sell |
58,061
-1,290
| -2% | -$253K | 0.5% | 52 |
|
|
2024
Q2 | $10.3M | Sell |
59,351
-3,019
| -5% | -$525K | 0.42% | 58 |
|
|
2024
Q1 | $11.9M | Sell |
62,370
-35,808
| -36% | -$6.53M | 0.48% | 56 |
|
|
2023
Q4 | $16.1M | Sell |
98,178
-9,467
| -9% | -$1.43M | 0.71% | 36 |
|
|
2023
Q3 | $15.1M | Sell |
107,645
-3,162
| -3% | -$450K | 0.72% | 36 |
|
|
2023
Q2 | $14.8M | Sell |
110,807
-363
| -0.3% | -$46.8K | 0.69% | 42 |
|
|
2023
Q1 | $14.6M | Sell |
111,170
-2,266
| -2% | -$303K | 0.78% | 38 |
|
|
2022
Q4 | $16M | Buy |
113,436
+2,341
| +2% | +$323K | 0.84% | 33 |
|
|
2022
Q3 | $13.2M | Buy |
111,095
+578
| +0.5% | +$75.9K | 0.77% | 38 |
|
|
2022
Q2 | $15.6M | Buy |
110,517
+575
| +0.5% | +$77.6K | 0.88% | 30 |
|
|
2022
Q1 | $14.3M | Buy |
109,942
+7,310
| +7% | +$953K | 0.74% | 38 |
|
|
2021
Q4 | $13.7M | Sell |
102,632
-136
| -0.1% | -$17.1K | 0.72% | 35 |
|
|
2021
Q3 | $13.6M | Buy |
102,768
+2,315
| +2% | +$309K | 0.82% | 30 |
|
|
2021
Q2 | $14.1M | Buy |
100,453
+3,939
| +4% | +$539K | 0.86% | 28 |
|
|
2021
Q1 | $12.3M | Buy |
96,514
+921
| +1% | +$110K | 0.81% | 32 |
|
|
2020
Q4 | $11.5M | Sell |
95,593
-3,456
| -3% | -$399K | 0.79% | 34 |
|
|
2020
Q3 | $11.5M | Buy |
99,049
+1,643
| +2% | +$193K | 0.9% | 34 |
|
|
2020
Q2 | $11.2M | Buy |
97,406
+2,043
| +2% | +$237K | 0.95% | 29 |
|
|
2020
Q1 | $10.1M | Buy |
95,363
+6,446
| +7% | +$815K | 1.01% | 25 |
|
|
2019
Q4 | $11.4M | Buy |
88,917
+12,868
| +17% | +$1.67M | 0.93% | 29 |
|
|
2019
Q3 | $10.6M | Buy |
76,049
+11,513
| +18% | +$1.55M | 0.95% | 26 |
|
|
2019
Q2 | $8.51M | Buy |
64,536
+40,405
| +167% | +$5.31M | 0.79% | 36 |
|
|
2019
Q1 | $3.25M | Buy |
24,131
+5,202
| +27% | +$663K | 0.33% | 88 |
|
|
2018
Q4 | $2.06M | Sell |
18,929
-1,832
| -9% | -$220K | 0.23% | 112 |
|
|
2018
Q3 | $3M | Sell |
20,761
-2,096
| -9% | -$293K | 0.31% | 99 |
|
|
2018
Q2 | $3.05M | Sell |
22,857
-2,415
| -10% | -$337K | 0.34% | 91 |
|
|
2018
Q1 | $3.71M | Sell |
25,272
-7,472
| -23% | -$1.13M | 0.42% | 77 |
|
|
2017
Q4 | $4.8M | Sell |
32,744
-552
| -2% | -$80.3K | 0.53% | 54 |
|
|
2017
Q3 | $4.62M | Buy |
33,296
+213
| +0.6% | +$29.7K | 0.54% | 53 |
|
|
2017
Q2 | $4.87M | Buy |
33,083
+1,710
| +5% | +$258K | 0.59% | 49 |
|
|
2017
Q1 | $5.22M | Buy |
31,373
+2,455
| +8% | +$412K | 0.68% | 39 |
|
|
2016
Q4 | $4.59M | Sell |
28,918
-906
| -3% | -$138K | 0.65% | 39 |
|
|
2016
Q3 | $4.53M | Buy |
29,824
+458
| +2% | +$69.5K | 0.68% | 40 |
|
|
2016
Q2 | $4.26M | Buy |
29,366
+1,103
| +4% | +$158K | 0.65% | 44 |
|
|
2016
Q1 | $4.09M | Buy |
28,263
+929
| +3% | +$119K | 0.63% | 44 |
|
|
2015
Q4 | $3.6M | Buy |
27,334
+1,274
| +5% | +$171K | 0.57% | 53 |
|
|
2015
Q3 | $3.61M | Buy |
26,060
+1,729
| +7% | +$255K | 0.62% | 45 |
|
|
2015
Q2 | $3.78M | Buy |
24,331
+1,273
| +6% | +$205K | 0.61% | 49 |
|
|
2015
Q1 | $3.54M | Buy |
23,058
+2,144
| +10% | +$325K | 0.6% | 57 |
|
|
2014
Q4 | $3.21M | Sell |
20,914
-581
| -3% | -$92.4K | 0.57% | 58 |
|
|
2014
Q3 | $3.9M | Sell |
21,495
-2,068
| -9% | -$377K | 0.74% | 44 |
|
|
2014
Q2 | $4.08M | Sell |
23,563
-2,214
| -9% | -$398K | 0.79% | 43 |
|
|
2014
Q1 | $4.74M | Sell |
25,777
-898
| -3% | -$158K | 0.85% | 34 |
|
|
2013
Q4 | $4.78M | Buy |
26,675
+148
| +0.6% | +$25.5K | 0.87% | 32 |
|
|
2013
Q3 | $4.7M | Sell |
26,527
-336
| -1% | -$61.1K | 0.92% | 29 |
|
|
2013
Q2 | $4.91M | Buy |
+26,863
| New | +$5.23M | 1.01% | 22 |
|
Other funds holding IBM
VCM
VPM
First National Trust's IBM Position: Q1 2026 in Review
First National Trust reduced its IBM (IBM) stake by 3.9% in Q1 2026, selling an estimated $484K and leaving 44,673 shares worth $10.8M. The position accounts for 0.37% of the portfolio, ranked #66.
First National Trust first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.1M in Q4 2023. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- First National Trust held 44,673 shares of IBM worth $10.8M as of Q1 2026.
- First National Trust sold 1,789 IBM shares in Q1 2026, an estimated $484K.
- IBM made up 0.37% of First National Trust's portfolio in Q1 2026, its #66 holding.
- First National Trust first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- First National Trust's IBM position peaked at $16.1M in Q4 2023.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.