First Western Trust Bank’s IBM IBM Stock Holding History

First Western Trust Bank’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	$886K	Sell	3,151 -115	-4%	-$29K	0.04%	98
2026 Q1	$792K	Sell	3,266 -57	-2%	-$15.4K	0.04%	91
2025 Q4	$984K	Buy	3,323 +4	+0.1%	+$1.2K	0.05%	84
2025 Q3	$936K	Sell	3,319 -44	-1%	-$11.5K	0.04%	90
2025 Q2	$991K	Sell	3,363 -239	-7%	-$61.6K	0.04%	88
2025 Q1	$896K	Sell	3,602 -165	-4%	-$40.4K	0.04%	88
2024 Q4	$828K	Sell	3,767 -220	-6%	-$49K	0.04%	93
2024 Q3	$881K	Hold	3,987	–	–	0.04%	95
2024 Q2	$690K	Sell	3,987 -894	-18%	-$155K	0.03%	104
2024 Q1	$932K	Sell	4,881 -705	-13%	-$129K	0.04%	91
2023 Q4	$914K	Buy	5,586 +438	+9%	+$66.2K	0.05%	90
2023 Q3	$722K	Sell	5,148 -3	-0.1%	-$427	0.04%	102
2023 Q2	$689K	Sell	5,151 -66	-1%	-$8.52K	0.03%	108
2023 Q1	$684K	Sell	5,217 -1	-0%	-$134	0.04%	113
2022 Q4	$735K	Buy	5,218 +360	+7%	+$49.7K	0.04%	106
2022 Q3	$577K	Buy	4,858 +600	+14%	+$78.7K	0.04%	104
2022 Q2	$599K	Sell	4,258 -162	-4%	-$21.9K	0.04%	104
2022 Q1	$584K	Buy	+4,420	New	+$576K	0.03%	115

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Western Trust Bank's IBM Position: Q2 2026 in Review

First Western Trust Bank reduced its IBM (IBM) stake by 3.5% in Q2 2026, selling an estimated $29K and leaving 3,151 shares worth $886K. The position accounts for 0.04% of the portfolio, ranked #98.

First Western Trust Bank first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $991K in Q2 2025. 1,720 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

First Western Trust Bank held 3,151 shares of IBM worth $886K as of Q2 2026.
First Western Trust Bank sold 115 IBM shares in Q2 2026, an estimated $29K.
IBM made up 0.04% of First Western Trust Bank's portfolio in Q2 2026, its #98 holding.
First Western Trust Bank first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's IBM position peaked at $991K in Q2 2025.
1,720 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.