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MidWestOne Financial Group’s IBM IBM Stock Holding History

MidWestOne 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
2025
Q4 		$2.89M Hold
9,771
– – 0.32% 64
2025
Q3 		$2.76M Hold
9,771
– – 0.33% 71
2025
Q2 		$2.88M Buy
9,771
+9
+0.1% +$2.32K 0.37% 63
2025
Q1 		$2.43M Sell
9,762
-28
-0.3% -$6.85K 0.34% 66
2024
Q4 		$2.15M Hold
9,790
– – 0.3% 75
2024
Q3 		$2.16M Hold
9,790
– – 0.3% 71
2024
Q2 		$1.69M Buy
9,790
+28
+0.3% +$4.87K 0.31% 86
2024
Q1 		$1.86M Hold
9,762
– – 0.33% 81
2023
Q4 		$1.6M Sell
9,762
-39
-0.4% -$5.89K 0.3% 81
2023
Q3 		$1.38M Sell
9,801
-553
-5% -$78.7K 0.31% 83
2023
Q2 		$1.39M Sell
10,354
-95
-0.9% -$12.3K 0.3% 85
2023
Q1 		$1.37M Buy
10,449
+765
+8% +$102K 0.31% 78
2022
Q4 		$1.36M Sell
9,684
-565
-6% -$77.9K 0.3% 73
2022
Q3 		$1.22M Hold
10,249
– – 0.31% 72
2022
Q2 		$1.45M Buy
10,249
+1,128
+12% +$152K 0.36% 58
2022
Q1 		$1.19M Buy
9,121
+142
+2% +$18.5K 0.26% 94
2021
Q4 		$1.2M Sell
8,979
-181
-2% -$22.7K 0.25% 99
2021
Q3 		$1.22M Buy
9,160
+942
+11% +$126K 0.28% 82
2021
Q2 		$1.15M Buy
8,218
+198
+2% +$27.1K 0.27% 93
2021
Q1 		$1.02M Hold
8,020
– – 0.25% 94
2020
Q4 		$965K Sell
8,020
-52
-0.6% -$6.01K 0.26% 96
2020
Q3 		$938K Sell
8,072
-597
-7% -$70.3K 0.31% 83
2020
Q2 		$1M Buy
8,669
+1,136
+15% +$132K 0.42% 46
2020
Q1 		$799K Sell
7,533
-2,630
-26% -$333K 0.29% 77
2019
Q4 		$1.3M Sell
10,163
-1,216
-11% -$158K 0.27% 67
2019
Q3 		$1.58M Sell
11,379
-2,096
-16% -$283K 0.49% 37
2019
Q2 		$1.78M Buy
+13,475
New +$1.77M 0.49% 35

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MidWestOne Financial Group's IBM Position: Q4 2025 in Review

MidWestOne Financial Group held its IBM (IBM) position steady in Q4 2025 at 9,771 shares worth $2.89M. The position accounts for 0.32% of the portfolio, ranked #64.

MidWestOne Financial Group first reported a position in IBM in Q2 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • MidWestOne Financial Group held 9,771 shares of IBM worth $2.89M as of Q4 2025.
  • MidWestOne Financial Group left its IBM share count unchanged in Q4 2025.
  • IBM made up 0.32% of MidWestOne Financial Group's portfolio in Q4 2025, its #64 holding.
  • MidWestOne Financial Group first reported a position in IBM in Q2 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.