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Heartland Bank & Trust’s IBM IBM Stock Holding History

Heartland 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 		$1.65M Sell
5,852
-62
-1% -$15.6K 0.34% 47
2026
Q1 		$1.43M Buy
5,914
+1,488
+34% +$403K 0.32% 52
2025
Q4 		$1.31M Sell
4,426
-81
-2% -$24.3K 0.56% 35
2025
Q3 		$1.27M Sell
4,507
-81
-2% -$21.2K 0.53% 38
2025
Q2 		$1.35M Sell
4,588
-62
-1% -$16K 0.63% 31
2025
Q1 		$1.16M Buy
4,650
+640
+16% +$157K 0.59% 35
2024
Q4 		$882K Sell
4,010
-116
-3% -$25.8K 0.48% 43
2024
Q3 		$912K Sell
4,126
-137
-3% -$26.9K 0.49% 43
2024
Q2 		$737K Buy
4,263
+35
+0.8% +$6.08K 0.42% 54
2024
Q1 		$807K Buy
+4,228
New +$771K 0.47% 50

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Heartland Bank & Trust reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $15.6K and leaving 5,852 shares worth $1.65M. The position accounts for 0.34% of the portfolio, ranked #47.

Heartland Bank & Trust first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 3,641 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Heartland Bank & Trust held 5,852 shares of IBM worth $1.65M as of Q2 2026.
  • Heartland Bank & Trust sold 62 IBM shares in Q2 2026, an estimated $15.6K.
  • IBM made up 0.34% of Heartland Bank & Trust's portfolio in Q2 2026, its #47 holding.
  • Heartland Bank & Trust first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 3,641 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.