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Moody National Bank Trust Division’s IBM IBM Stock Holding History

Moody National Bank Trust Division’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 		$2.18M Buy
7,750
+314
+4% +$79.1K 0.18% 101
2026
Q1 		$1.8M Buy
7,436
+95
+1% +$25.7K 0.17% 111
2025
Q4 		$2.17M Sell
7,341
-1,179
-14% -$353K 0.21% 93
2025
Q3 		$2.4M Sell
8,520
-326
-4% -$85.3K 0.2% 107
2025
Q2 		$2.61M Buy
8,846
+1,213
+16% +$313K 0.24% 85
2025
Q1 		$1.9M Sell
7,633
-430
-5% -$105K 0.2% 112
2024
Q4 		$1.77M Buy
8,063
+278
+4% +$61.9K 0.19% 119
2024
Q3 		$1.72M Sell
7,785
-130
-2% -$25.5K 0.18% 129
2024
Q2 		$1.37M Buy
7,915
+108
+1% +$18.8K 0.11% 140
2024
Q1 		$1.49M Sell
7,807
-87
-1% -$15.9K 0.12% 130
2023
Q4 		$1.29M Sell
7,894
-11,445
-59% -$1.73M 0.1% 151
2023
Q3 		$2.71M Buy
19,339
+974
+5% +$139K 0.18% 89
2023
Q2 		$2.46M Buy
18,365
+357
+2% +$46.1K 0.17% 91
2023
Q1 		$2.36M Buy
18,008
+872
+5% +$117K 0.2% 87
2022
Q4 		$2.42M Sell
17,136
-570
-3% -$78.6K 0.21% 82
2022
Q3 		$2.1M Buy
17,706
+2,997
+20% +$393K 0.22% 93
2022
Q2 		$2.08M Buy
14,709
+8,211
+126% +$1.11M 0.22% 81
2022
Q1 		$845K Sell
6,498
-798
-11% -$104K 0.03% 234
2021
Q4 		$975K Sell
7,296
-19,806
-73% -$2.48M 0.03% 227
2021
Q3 		$3.6M Sell
27,102
-15
-0.1% -$2K 0.05% 198
2021
Q2 		$3.8M Sell
27,117
-41
-0.2% -$5.61K 0.08% 201
2021
Q1 		$3.46M Sell
27,158
-21
-0.1% -$2.51K 0.08% 196
2020
Q4 		$3.27M Sell
27,179
-393
-1% -$45.4K 0.08% 190
2020
Q3 		$3.21M Hold
27,572
– – 0.1% 172
2020
Q2 		$3.18M Buy
27,572
+4,017
+17% +$467K 0.1% 163
2020
Q1 		$2.5M Buy
23,555
+1,053
+5% +$133K 0.09% 162
2019
Q4 		$2.88M Sell
22,502
-229
-1% -$29.8K 0.08% 173
2019
Q3 		$3.16M Buy
22,731
+102
+0.5% +$13.8K 0.09% 158
2019
Q2 		$2.98M Sell
22,629
-48
-0.2% -$6.31K 0.08% 165
2019
Q1 		$3.06M Sell
22,677
-1,629
-7% -$208K 0.08% 166
2018
Q4 		$2.64M Buy
24,306
+617
+3% +$74.1K 0.08% 163
2018
Q3 		$3.42M Buy
23,689
+16,383
+224% +$2.29M 0.09% 158
2018
Q2 		$976K Sell
7,306
-10,460
-59% -$1.46M 0.05% 74
2018
Q1 		$2.61M Sell
17,766
-94
-0.5% -$14.2K 0.13% 16
2017
Q4 		$2.62M Hold
17,860
– – 0.12% 17
2017
Q3 		$2.48M Sell
17,860
-2,465
-12% -$343K 0.12% 17
2017
Q2 		$2.99M Sell
20,325
-84
-0.4% -$12.7K 0.15% 17
2017
Q1 		$3.4M Buy
20,409
+419
+2% +$70.3K 0.17% 14
2016
Q4 		$3.17M Buy
19,990
+27
+0.1% +$4.11K 0.15% 14
2016
Q3 		$3.03M Hold
19,963
– – 0.17% 13
2016
Q2 		$2.9M Buy
19,963
+5
+0% +$716 0.16% 14
2016
Q1 		$2.89M Buy
19,958
+68
+0.3% +$8.69K 0.19% 13
2015
Q4 		$2.62M Sell
19,890
-209
-1% -$28.1K 0.2% 14
2015
Q3 		$2.79M Buy
20,099
+11
+0.1% +$1.62K 0.21% 12
2015
Q2 		$3.12M Sell
20,088
-89
-0.4% -$14.3K 0.23% 8
2015
Q1 		$3.1M Hold
20,177
– – 0.24% 8
2014
Q4 		$3.1M Sell
20,177
-3,873
-16% -$616K 0.21% 8
2014
Q3 		$4.37M Buy
24,050
+374
+2% +$68.1K 0.3% 7
2014
Q2 		$4.1M Sell
23,676
-79
-0.3% -$14.2K 0.28% 6
2014
Q1 		$4.37M Sell
23,755
-366
-2% -$64.4K 0.3% 5
2013
Q4 		$4.33M Sell
24,121
-47
-0.2% -$8.11K 0.29% 6
2013
Q3 		$4.28M Sell
24,168
-591
-2% -$107K 0.34% 5
2013
Q2 		$4.52M Buy
+24,759
New +$4.82M 0.35% 4

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Moody National Bank Trust Division's IBM Position: Q2 2026 in Review

Moody National Bank Trust Division increased its IBM (IBM) stake by 4.2% in Q2 2026, buying an estimated $79.1K and bringing the position to 7,750 shares worth $2.18M. The position accounts for 0.18% of the portfolio, ranked #101.

Moody National Bank Trust Division first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.52M in Q2 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Moody National Bank Trust Division held 7,750 shares of IBM worth $2.18M as of Q2 2026.
  • Moody National Bank Trust Division bought 314 IBM shares in Q2 2026, an estimated $79.1K.
  • IBM made up 0.18% of Moody National Bank Trust Division's portfolio in Q2 2026, its #101 holding.
  • Moody National Bank Trust Division first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's IBM position peaked at $4.52M in Q2 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.