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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartland Bank & Trust's IBM Position: Q1 2026 in Review

Heartland Bank & Trust increased its IBM (IBM) stake by 34% in Q1 2026, buying an estimated $403K and bringing the position to 5,914 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #52.

Heartland Bank & Trust first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Heartland Bank & Trust held 5,914 shares of IBM worth $1.43M as of Q1 2026.
Heartland Bank & Trust bought 1,488 IBM shares in Q1 2026, an estimated $403K.
IBM made up 0.32% of Heartland Bank & Trust's portfolio in Q1 2026, its #52 holding.
Heartland Bank & Trust first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.