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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
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 $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

Midwest Trust's IBM Position: Q1 2026 in Review

Midwest Trust reduced its IBM (IBM) stake by 2.3% in Q1 2026, selling an estimated $382K and leaving 59,618 shares worth $14.5M. The position accounts for 0.18% of the portfolio, ranked #123.

Midwest Trust first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.3M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Midwest Trust held 59,618 shares of IBM worth $14.5M as of Q1 2026.
  • Midwest Trust sold 1,412 IBM shares in Q1 2026, an estimated $382K.
  • IBM made up 0.18% of Midwest Trust's portfolio in Q1 2026, its #123 holding.
  • Midwest Trust first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's IBM position peaked at $18.3M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.