Missouri Trust & Investment Company’s IBM IBM Stock Holding History

Missouri Trust & Investment Company’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	$1.11M	Buy	4,597 +140	+3%	+$37.9K	0.33%	65
2025 Q4	$1.32M	Hold	4,457	–	–	0.39%	58
2025 Q3	$1.26M	Hold	4,457	–	–	0.37%	57
2025 Q2	$1.31M	Buy	4,457 +115	+3%	+$29.6K	0.43%	54
2025 Q1	$1.08M	Buy	4,342 +130	+3%	+$31.8K	0.38%	59
2024 Q4	$926K	Hold	4,212	–	–	0.33%	63
2024 Q3	$931K	Sell	4,212 -83	-2%	-$16.3K	0.33%	62
2024 Q2	$743K	Buy	4,295 +300	+8%	+$52.1K	0.28%	72
2024 Q1	$763K	Buy	3,995 +400	+11%	+$73K	0.29%	73
2023 Q4	$588K	Buy	3,595 +23	+0.6%	+$3.48K	0.24%	81
2023 Q3	$501K	Hold	3,572	–	–	0.23%	81
2023 Q2	$478K	Buy	3,572 +50	+1%	+$6.45K	0.27%	82
2023 Q1	$462K	Buy	3,522 +250	+8%	+$33.4K	0.3%	77
2022 Q4	$461K	Buy	3,272 +64	+2%	+$8.83K	0.28%	77
2022 Q3	$381K	Buy	3,208 +100	+3%	+$13.1K	0.25%	76
2022 Q2	$439K	Hold	3,108	–	–	0.29%	76
2022 Q1	$404K	Hold	3,108	–	–	0.24%	83
2021 Q4	$415K	Buy	+3,108	New	+$390K	0.24%	83

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

Missouri Trust & Investment Company's IBM Position: Q1 2026 in Review

Missouri Trust & Investment Company increased its IBM (IBM) stake by 3.1% in Q1 2026, buying an estimated $37.9K and bringing the position to 4,597 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #65.

Missouri Trust & Investment Company first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q4 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Missouri Trust & Investment Company held 4,597 shares of IBM worth $1.11M as of Q1 2026.
Missouri Trust & Investment Company bought 140 IBM shares in Q1 2026, an estimated $37.9K.
IBM made up 0.33% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #65 holding.
Missouri Trust & Investment Company first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's IBM position peaked at $1.32M in Q4 2025.
3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.