Mechanics Financial Corp’s IBM IBM Stock Holding History

Mechanics Financial Corp’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	$1.44M	Buy	5,941 +88	+2%	+$23.8K	0.6%	41
2025 Q4	$1.73M	Buy	5,853 +758	+15%	+$227K	0.64%	35
2025 Q3	$1.44M	Buy	5,095 +1,594	+46%	+$417K	0.54%	39
2025 Q2	$1.03M	Hold	3,501	–	–	0.44%	51
2025 Q1	$871K	Buy	3,501 +276	+9%	+$67.5K	0.4%	60
2024 Q4	$709K	Hold	3,225	–	–	0.32%	68
2024 Q3	$713K	Hold	3,225	–	–	0.31%	68
2024 Q2	$558K	Hold	3,225	–	–	0.29%	76
2024 Q1	$616K	Hold	3,225	–	–	0.32%	74
2023 Q4	$527K	Hold	3,225	–	–	0.3%	68
2023 Q3	$452K	Hold	3,225	–	–	0.25%	71
2023 Q2	$432K	Hold	3,225	–	–	0.23%	73
2023 Q1	$423K	Hold	3,225	–	–	0.25%	75
2022 Q4	$454K	Hold	3,225	–	–	0.27%	72
2022 Q3	$383K	Hold	3,225	–	–	0.25%	73
2022 Q2	$455K	Hold	3,225	–	–	0.27%	65
2022 Q1	$419K	Hold	3,225	–	–	0.22%	77
2021 Q4	$431K	Buy	+3,225	New	+$404K	0.2%	78

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

Mechanics Financial Corp's IBM Position: Q1 2026 in Review

Mechanics Financial Corp increased its IBM (IBM) stake by 1.5% in Q1 2026, buying an estimated $23.8K and bringing the position to 5,941 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #41.

Mechanics Financial Corp first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.73M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Mechanics Financial Corp held 5,941 shares of IBM worth $1.44M as of Q1 2026.
Mechanics Financial Corp bought 88 IBM shares in Q1 2026, an estimated $23.8K.
IBM made up 0.6% of Mechanics Financial Corp's portfolio in Q1 2026, its #41 holding.
Mechanics Financial Corp first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's IBM position peaked at $1.73M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.