Members Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.83M | Buy |
24,054
+295
| +1% | +$79.8K | 0.19% | 23 |
|
|
2025
Q4 | $7.04M | Buy |
23,759
+392
| +2% | +$117K | 0.23% | 22 |
|
|
2025
Q3 | $6.59M | Sell |
23,367
-159
| -0.7% | -$41.6K | 0.22% | 21 |
|
|
2025
Q2 | $6.93M | Sell |
23,526
-215
| -0.9% | -$55.4K | 0.24% | 19 |
|
|
2025
Q1 | $5.9M | Sell |
23,741
-37
| -0.2% | -$9.05K | 0.21% | 22 |
|
|
2024
Q4 | $5.23M | Sell |
23,778
-291
| -1% | -$64.8K | 0.18% | 22 |
|
|
2024
Q3 | $5.32M | Sell |
24,069
-1,242
| -5% | -$244K | 0.17% | 21 |
|
|
2024
Q2 | $4.38M | Sell |
25,311
-786
| -3% | -$137K | 0.13% | 21 |
|
|
2024
Q1 | $4.98M | Sell |
26,097
-3,985
| -13% | -$727K | 0.15% | 20 |
|
|
2023
Q4 | $4.93M | Sell |
30,082
-901
| -3% | -$136K | 0.14% | 20 |
|
|
2023
Q3 | $4.39M | Buy |
30,983
+1,123
| +4% | +$160K | 0.13% | 22 |
|
|
2023
Q2 | $4M | Buy |
29,860
+1,783
| +6% | +$230K | 0.12% | 19 |
|
|
2023
Q1 | $3.68M | Buy |
28,077
+635
| +2% | +$85K | 0.11% | 18 |
|
|
2022
Q4 | $3.87M | Sell |
27,442
-365
| -1% | -$50.3K | 0.12% | 19 |
|
|
2022
Q3 | $3.3M | Sell |
27,807
-1,136
| -4% | -$149K | 0.11% | 18 |
|
|
2022
Q2 | $4.09M | Sell |
28,943
-465
| -2% | -$62.8K | 0.13% | 20 |
|
|
2022
Q1 | $3.82M | Sell |
29,408
-278
| -0.9% | -$36.3K | 0.11% | 20 |
|
|
2021
Q4 | $3.97M | Sell |
29,686
-1,795
| -6% | -$225K | 0.12% | 21 |
|
|
2021
Q3 | $4.19M | Buy |
31,481
+285
| +0.9% | +$38.1K | 0.13% | 20 |
|
|
2021
Q2 | $4.37M | Buy |
31,196
+41
| +0.1% | +$5.61K | 0.14% | 22 |
|
|
2021
Q1 | $3.97M | Sell |
31,155
-514
| -2% | -$61.5K | 0.13% | 20 |
|
|
2020
Q4 | $3.81M | Sell |
31,669
-69
| -0.2% | -$7.97K | 0.14% | 20 |
|
|
2020
Q3 | $3.69M | Sell |
31,738
-1,933
| -6% | -$228K | 0.14% | 20 |
|
|
2020
Q2 | $3.89M | Buy |
+33,671
| New | +$3.91M | 0.16% | 19 |
|
|
2018
Q1 | $5.38M | Sell |
36,662
-1,519
| -4% | -$230K | 0.27% | 17 |
|
|
2017
Q4 | $5.6M | Sell |
38,181
-229
| -0.6% | -$33.3K | 0.29% | 17 |
|
|
2017
Q3 | $5.33M | Buy |
38,410
+212
| +0.6% | +$29.5K | 0.29% | 15 |
|
|
2017
Q2 | $5.62M | Buy |
38,198
+366
| +1% | +$55.2K | 0.32% | 15 |
|
|
2017
Q1 | $6.3M | Buy |
+37,832
| New | +$6.34M | 0.37% | 15 |
|
|
2016
Q3 | $6.18M | Sell |
40,681
-1,519
| -4% | -$231K | 0.39% | 15 |
|
|
2016
Q2 | $6.12M | Buy |
+42,200
| New | +$6.04M | 0.4% | 15 |
|
Other funds holding IBM
VCM
VPM
Members Trust's IBM Position: Q1 2026 in Review
Members Trust increased its IBM (IBM) stake by 1.2% in Q1 2026, buying an estimated $79.8K and bringing the position to 24,054 shares worth $5.83M. The position accounts for 0.19% of the portfolio, ranked #23.
Members Trust first reported a position in IBM in Q2 2016 and has held it in 31 quarters since. The position peaked at $7.04M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Members Trust held 24,054 shares of IBM worth $5.83M as of Q1 2026.
- Members Trust bought 295 IBM shares in Q1 2026, an estimated $79.8K.
- IBM made up 0.19% of Members Trust's portfolio in Q1 2026, its #23 holding.
- Members Trust first reported a position in IBM in Q2 2016 and has held it in 31 quarters since.
- Members Trust's IBM position peaked at $7.04M in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Members Trust's 13F filing for Q1 2026, filed 4 May 2026.