Montecito Bank & Trust’s IBM IBM Stock Holding History

Montecito Bank & 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	$2.67M	Sell	9,491 -370	-4%	-$93.2K	0.4%	59
2026 Q1	$2.39M	Sell	9,861 -105	-1%	-$28.4K	0.39%	56
2025 Q4	$2.95M	Sell	9,966 -24	-0.2%	-$7.19K	0.47%	51
2025 Q3	$2.82M	Buy	+9,990	New	+$2.61M	0.44%	54
2025 Q1	$2.49M	Buy	10,011 +452	+5%	+$111K	0.44%	54
2024 Q4	$2.1M	Buy	9,559 +745	+8%	+$166K	0.36%	59
2024 Q3	$1.95M	Buy	8,814 +227	+3%	+$44.5K	0.33%	71
2024 Q2	$1.49M	Sell	8,587 -65	-0.8%	-$11.3K	0.3%	75
2024 Q1	$1.65M	Sell	8,652 -275	-3%	-$50.2K	0.33%	70
2023 Q4	$1.46M	Sell	8,927 -145	-2%	-$21.9K	0.31%	71
2023 Q3	$1.27M	Sell	9,072 -305	-3%	-$43.4K	0.3%	79
2023 Q2	$1.25M	Sell	9,377 -1,002	-10%	-$129K	0.29%	89
2023 Q1	$1.36M	Sell	10,379 -536	-5%	-$71.7K	0.32%	75
2022 Q4	$1.54M	Sell	10,915 -219	-2%	-$30.2K	0.37%	70
2022 Q3	$1.32M	Sell	11,134 -286	-3%	-$37.5K	0.34%	73
2022 Q2	$1.61M	Sell	11,420 -1,807	-14%	-$244K	0.38%	60
2022 Q1	$1.72M	Sell	13,227 -67	-0.5%	-$8.74K	0.32%	74
2021 Q4	$1.78M	Sell	13,294 -145	-1%	-$18.2K	0.32%	77
2021 Q3	$1.78M	Buy	13,439 +350	+3%	+$46.8K	0.35%	70
2021 Q2	$1.83M	Buy	13,089 +399	+3%	+$54.6K	0.35%	69
2021 Q1	$1.62M	Buy	12,690 +346	+3%	+$41.4K	0.34%	71
2020 Q4	$1.49M	Sell	12,344 -163	-1%	-$18.8K	0.33%	71
2020 Q3	$1.46M	Buy	12,507 +737	+6%	+$86.8K	0.37%	70
2020 Q2	$1.36M	Buy	11,770 +228	+2%	+$26.5K	0.37%	69
2020 Q1	$1.22M	Sell	11,542 -622	-5%	-$78.7K	0.4%	62
2019 Q4	$1.56M	Buy	12,164 +3,097	+34%	+$403K	0.42%	59
2019 Q3	$1.26M	Sell	9,067 -283	-3%	-$38.2K	0.37%	61
2019 Q2	$1.23M	Sell	9,350 -269	-3%	-$35.3K	0.37%	67
2019 Q1	$1.3M	Buy	9,619 +35	+0.4%	+$4.46K	0.4%	68
2018 Q4	$1.04M	Buy	9,584 +205	+2%	+$24.6K	0.36%	70
2018 Q3	$1.36M	Buy	9,379 +4,227	+82%	+$591K	0.4%	57
2018 Q2	$688K	Sell	5,152 -664	-11%	-$92.6K	0.22%	87
2018 Q1	$853K	Sell	5,816 -33	-0.6%	-$4.99K	0.28%	72
2017 Q4	$858K	Sell	5,849 -68	-1%	-$9.89K	0.28%	60
2017 Q3	$821K	Sell	5,917 -41	-0.7%	-$5.71K	0.28%	60
2017 Q2	$876K	Sell	5,958 -304	-5%	-$45.8K	0.32%	57
2017 Q1	$1.04M	Sell	6,262 -10	-0.2%	-$1.68K	0.38%	50
2016 Q4	$995K	Sell	6,272 -20	-0.3%	-$3.05K	0.35%	58
2016 Q3	$955K	Buy	6,292 +210	+3%	+$31.9K	0.39%	65
2016 Q2	$883K	Buy	6,082 +1,108	+22%	+$159K	0.37%	61
2016 Q1	$720K	Hold	4,974	–	–	0.32%	58
2015 Q4	$654K	Buy	4,974 +1,146	+30%	+$154K	0.31%	62
2015 Q3	$531K	Sell	3,828 -664	-15%	-$98.1K	0.29%	66
2015 Q2	$689K	Hold	4,492	–	–	0.34%	61
2015 Q1	$689K	Sell	4,492 -228	-5%	-$34.6K	0.34%	61
2014 Q4	$724K	Buy	4,720 +221	+5%	+$35.2K	0.38%	56
2014 Q3	$817K	Buy	4,499 +84	+2%	+$15.3K	0.5%	41
2014 Q2	$765K	Buy	4,415 +828	+23%	+$149K	0.46%	44
2014 Q1	$660K	Buy	3,587 +3	+0.1%	+$528	0.42%	51
2013 Q4	$643K	Buy	3,584 +292	+9%	+$50.4K	0.4%	54
2013 Q3	$583K	Sell	3,292 -92	-3%	-$16.7K	0.39%	54
2013 Q2	$618K	Buy	+3,384	New	+$659K	0.42%	56

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Montecito Bank & Trust's IBM Position: Q2 2026 in Review

Montecito Bank & Trust reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $93.2K and leaving 9,491 shares worth $2.67M. The position accounts for 0.4% of the portfolio, ranked #59.

Montecito Bank & Trust first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.95M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Montecito Bank & Trust held 9,491 shares of IBM worth $2.67M as of Q2 2026.
Montecito Bank & Trust sold 370 IBM shares in Q2 2026, an estimated $93.2K.
IBM made up 0.4% of Montecito Bank & Trust's portfolio in Q2 2026, its #59 holding.
Montecito Bank & Trust first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Montecito Bank & Trust's IBM position peaked at $2.95M in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.