Midwest Heritage Bank’s IBM IBM Stock Holding History

Midwest Heritage Bank’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	-711	Closed	-$211K	–	54
2025 Q4	$211K	Sell	711 -100	-12%	-$29.9K	0.07%	54
2025 Q3	$229K	Hold	811	–	–	0.08%	53
2025 Q2	$239K	Hold	811	–	–	0.09%	51
2025 Q1	$202K	Buy	+811	New	+$198K	0.08%	56

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

Midwest Heritage Bank's IBM Position: Q1 2026 in Review

Midwest Heritage Bank sold out of IBM (IBM) in Q1 2026, closing a stake of 711 shares — an estimated $211K sold.

Midwest Heritage Bank first reported a position in IBM in Q1 2025 and held it in 4 quarters. The position peaked at $239K in Q2 2025. 3,471 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Midwest Heritage Bank reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
Midwest Heritage Bank sold 711 IBM shares in Q1 2026, an estimated $211K.
Midwest Heritage Bank first reported a position in IBM in Q1 2025 and held it in 4 quarters.
Midwest Heritage Bank's IBM position peaked at $239K in Q2 2025.
3,471 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Midwest Heritage Bank's 13F filing for Q1 2026, filed 15 Apr 2026.