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Mendota Financial Group’s IBM IBM Stock Holding History

Mendota Financial Group’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 		– Sell
-90
Closed -$26.7K – 61
2025
Q4 		$26.7K Hold
90
– – 0.02% 78
2025
Q3 		$25.4K Hold
90
– – 0.02% 82
2025
Q2 		$26.5K Sell
90
-19
-17% -$4.89K 0.03% 61
2025
Q1 		$27.1K Buy
109
+4
+4% +$978 0.03% 58
2024
Q4 		$23.1K Sell
105
-2
-2% -$445 0.02% 201
2024
Q3 		$23.7K Buy
107
+2
+2% +$392 0.01% 212
2024
Q2 		$18.2K Hold
105
– – 0.01% 211
2024
Q1 		$20.1K Hold
105
– – 0.01% 217
2023
Q4 		$17.2K Hold
105
– – 0.01% 251
2023
Q3 		$14.7K Hold
105
– – 0.02% 181
2023
Q2 		$14.1K Hold
105
– – 0.02% 182
2023
Q1 		$13.7K Hold
105
– – 0.01% 213
2022
Q4 		$14.8K Buy
+105
New +$14.5K 0.02% 190

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mendota Financial Group's IBM Position: Q1 2026 in Review

Mendota Financial Group sold out of IBM (IBM) in Q1 2026, closing a stake of 90 shares — an estimated $26.7K sold.

Mendota Financial Group first reported a position in IBM in Q4 2022 and held it in 13 quarters. The position peaked at $27.1K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Mendota Financial Group reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Mendota Financial Group sold 90 IBM shares in Q1 2026, an estimated $26.7K.
  • Mendota Financial Group first reported a position in IBM in Q4 2022 and held it in 13 quarters.
  • Mendota Financial Group's IBM position peaked at $27.1K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.