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First United Bank & Trust’s IBM IBM Stock Holding History

First United Bank & 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 		$799K Buy
2,841
+23
+0.8% +$5.79K 0.23% 88
2026
Q1 		$683K Sell
2,818
-15
-0.5% -$4.06K 0.22% 88
2025
Q4 		$839K Sell
2,833
-316
-10% -$94.6K 0.27% 78
2025
Q3 		$889K Hold
3,149
– – 0.29% 74
2025
Q2 		$928K Sell
3,149
-55
-2% -$14.2K 0.32% 72
2025
Q1 		$797K Sell
3,204
-44
-1% -$10.8K 0.3% 70
2024
Q4 		$714K Sell
3,248
-25
-0.8% -$5.57K 0.26% 82
2024
Q3 		$724K Sell
3,273
-497
-13% -$97.4K 0.26% 82
2024
Q2 		$652K Hold
3,770
– – 0.24% 88
2024
Q1 		$720K Hold
3,770
– – 0.27% 80
2023
Q4 		$617K Buy
3,770
+812
+27% +$123K 0.25% 86
2023
Q3 		$415K Hold
2,958
– – 0.19% 108
2023
Q2 		$396K Sell
2,958
-199
-6% -$25.7K 0.18% 112
2023
Q1 		$414K Sell
3,157
-125
-4% -$16.7K 0.19% 107
2022
Q4 		$462K Sell
3,282
-25
-0.8% -$3.45K 0.23% 98
2022
Q3 		$393K Hold
3,307
– – 0.2% 106
2022
Q2 		$467K Buy
3,307
+525
+19% +$70.9K 0.21% 102
2022
Q1 		$362K Sell
2,782
-212
-7% -$27.6K 0.14% 121
2021
Q4 		$400K Sell
2,994
-91
-3% -$11.4K 0.15% 121
2021
Q3 		$410K Sell
3,085
-173
-5% -$23.1K 0.17% 113
2021
Q2 		$457K Sell
3,258
-108
-3% -$14.8K 0.19% 107
2021
Q1 		$429K Sell
3,366
-1,589
-32% -$190K 0.18% 104
2020
Q4 		$596K Buy
4,955
+39
+0.8% +$4.51K 0.29% 85
2020
Q3 		$572K Sell
4,916
-90
-2% -$10.6K 0.32% 81
2020
Q2 		$578K Buy
5,006
+2,401
+92% +$279K 0.34% 79
2020
Q1 		$276K Hold
2,605
– – 0.2% 99
2019
Q4 		$334K Hold
2,605
– – 0.19% 102
2019
Q3 		$362K Sell
2,605
-523
-17% -$70.5K 0.23% 100
2019
Q2 		$412K Sell
3,128
-104
-3% -$13.7K 0.24% 97
2019
Q1 		$436K Buy
3,232
+36
+1% +$4.59K 0.27% 90
2018
Q4 		$347K Buy
3,196
+382
+14% +$45.8K 0.24% 94
2018
Q3 		$407K Sell
2,814
-24
-0.8% -$3.35K 0.26% 91
2018
Q2 		$379K Hold
2,838
– – 0.25% 90
2018
Q1 		$416K Hold
2,838
– – 0.27% 84
2017
Q4 		$416K Sell
2,838
-63
-2% -$9.16K 0.27% 83
2017
Q3 		$402K Sell
2,901
-16
-0.5% -$2.23K 0.27% 85
2017
Q2 		$429K Buy
2,917
+16
+0.6% +$2.41K 0.29% 86
2017
Q1 		$483K Sell
2,901
-52
-2% -$8.72K 0.34% 80
2016
Q4 		$469K Sell
2,953
-52
-2% -$7.92K 0.35% 80
2016
Q3 		$456K Sell
3,005
-105
-3% -$15.9K 0.38% 70
2016
Q2 		$451K Sell
3,110
-104
-3% -$14.9K 0.39% 71
2016
Q1 		$465K Sell
3,214
-174
-5% -$22.2K 0.43% 64
2015
Q4 		$446K Sell
3,388
-66
-2% -$8.87K 0.4% 73
2015
Q3 		$479K Sell
3,454
-964
-22% -$142K 0.47% 67
2015
Q2 		$687K Sell
4,418
-276
-6% -$44.4K 0.63% 58
2015
Q1 		$720K Buy
4,694
+559
+14% +$84.8K 0.65% 56
2014
Q4 		$634K Sell
4,135
-43
-1% -$6.84K 0.61% 56
2014
Q3 		$758K Sell
4,178
-34
-0.8% -$6.19K 0.77% 53
2014
Q2 		$730K Sell
4,212
-764
-15% -$138K 0.76% 56
2014
Q1 		$916K Sell
4,976
-562
-10% -$98.9K 0.99% 40
2013
Q4 		$993K Sell
5,538
-99
-2% -$17.1K 1.1% 38
2013
Q3 		$998K Buy
5,637
+63
+1% +$11.5K 1.21% 33
2013
Q2 		$1.02M Buy
+5,574
New +$1.09M 1.37% 27

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 United Bank & Trust's IBM Position: Q2 2026 in Review

First United Bank & Trust increased its IBM (IBM) stake by 0.82% in Q2 2026, buying an estimated $5.79K and bringing the position to 2,841 shares worth $799K. The position accounts for 0.23% of the portfolio, ranked #88.

First United Bank & Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.02M in Q2 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • First United Bank & Trust held 2,841 shares of IBM worth $799K as of Q2 2026.
  • First United Bank & Trust bought 23 IBM shares in Q2 2026, an estimated $5.79K.
  • IBM made up 0.23% of First United Bank & Trust's portfolio in Q2 2026, its #88 holding.
  • First United Bank & Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's IBM position peaked at $1.02M in Q2 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.