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Hickory Point Bank & Trust’s IBM IBM Stock Holding History

Hickory Point 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
Q3 		$362K Hold
1,645
– – 0.22% 92
2026
Q2 		$463K Hold
1,645
– – 0.28% 73
2026
Q1 		$399K Sell
1,645
-20
-1% -$5.41K 0.26% 84
2025
Q4 		$493K Sell
1,665
-25
-1% -$7.49K 0.36% 61
2025
Q3 		$477K Sell
1,690
-85
-5% -$22.2K 0.36% 62
2025
Q2 		$523K Sell
1,775
-58
-3% -$14.9K 0.42% 54
2025
Q1 		$456K Sell
1,833
-40
-2% -$9.78K 0.4% 55
2024
Q4 		$412K Buy
+1,873
New +$417K 0.37% 64

Other funds holding IBM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hickory Point Bank & Trust's IBM Position: Q3 2026 in Review

Hickory Point Bank & Trust held its IBM (IBM) position steady in Q3 2026 at 1,645 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #92.

Hickory Point Bank & Trust first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $523K in Q2 2025. 193 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Hickory Point Bank & Trust held 1,645 shares of IBM worth $362K as of Q3 2026.
  • Hickory Point Bank & Trust left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.22% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #92 holding.
  • Hickory Point Bank & Trust first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
  • Hickory Point Bank & Trust's IBM position peaked at $523K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.