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Midwest Trust’s IBM IBM Stock Holding History

Midwest 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
Q2 		$16.4M Sell
58,173
-1,445
-2% -$364K 0.19% 117
2026
Q1 		$14.5M Sell
59,618
-1,412
-2% -$382K 0.18% 123
2025
Q4 		$18.1M Sell
61,030
-175
-0.3% -$52.4K 0.23% 105
2025
Q3 		$17.3M Sell
61,205
-907
-1% -$237K 0.22% 107
2025
Q2 		$18.3M Buy
+62,112
New +$16M 0.25% 101

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Midwest Trust's IBM Position: Q2 2026 in Review

Midwest Trust reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $364K and leaving 58,173 shares worth $16.4M. The position accounts for 0.19% of the portfolio, ranked #117.

Midwest Trust first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Midwest Trust held 58,173 shares of IBM worth $16.4M as of Q2 2026.
  • Midwest Trust sold 1,445 IBM shares in Q2 2026, an estimated $364K.
  • IBM made up 0.19% of Midwest Trust's portfolio in Q2 2026, its #117 holding.
  • Midwest Trust first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's IBM position peaked at $18.3M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.