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Old North State Trust’s IBM IBM Stock Holding History

Old North State 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 		$2.48M Buy
10,209
+356
+4% +$96.3K 1.47% 11
2025
Q4 		$2.92M Buy
9,853
+32
+0.3% +$9.58K 1.73% 9
2025
Q3 		$2.77M Buy
9,821
+2,648
+37% +$693K 1.69% 11
2025
Q2 		$2.11M Buy
7,173
+1,064
+17% +$274K 1.44% 14
2025
Q1 		$1.34M Hold
6,109
– – 0.85% 27
2024
Q4 		$1.34M Buy
6,109
+1,710
+39% +$381K 0.85% 27
2024
Q3 		$973K Buy
4,399
+525
+14% +$103K 0.79% 36
2024
Q2 		$670K Buy
3,874
+100
+3% +$17.4K 0.58% 51
2024
Q1 		$721K Buy
+3,774
New +$688K 0.61% 47
2023
Q3 		$562K Sell
4,004
-18
-0.4% -$2.56K 0.44% 56
2023
Q2 		$538K Hold
4,022
– – 0.4% 58
2023
Q1 		$527K Sell
4,022
-2,782
-41% -$372K 0.36% 57
2022
Q4 		$959K Buy
6,804
+2,800
+70% +$386K 0.63% 33
2022
Q3 		$476K Buy
4,004
+4,000
+100,000% +$525K 0.41% 51
2022
Q2 		$565 Buy
4
+1
+33% +$135 0.52% 45
2022
Q1 		$344 Sell
3
-1,515
-100% -$198K 0.28% 87
2021
Q4 		$203K Buy
1,518
+134
+10% +$16.8K 0.15% 123
2021
Q3 		$184K Hold
1,384
– – 0.16% 117
2021
Q2 		$194K Buy
1,384
+894
+182% +$122K 0.15% 119
2021
Q1 		$62K Buy
490
+279
+132% +$33.4K 0.05% 179
2020
Q4 		$25K Sell
211
-120
-36% -$13.9K 0.02% 240
2020
Q3 		$38K Buy
+331
New +$39K 0.03% 215
2020
Q1 		– Sell
-441
Closed -$57K – 214
2019
Q4 		$57K Sell
441
-121
-22% -$15.7K 0.03% 195
2019
Q3 		$78K Hold
562
– – 0.05% 173
2019
Q2 		$74K Sell
562
-2,929
-84% -$385K 0.05% 176
2019
Q1 		$470K Buy
3,491
+2,705
+344% +$345K 0.33% 65
2018
Q4 		$85K Sell
786
-3
-0.4% -$360 0.09% 159
2018
Q3 		$114K Buy
+789
New +$110K 0.11% 140

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

Old North State Trust's IBM Position: Q1 2026 in Review

Old North State Trust increased its IBM (IBM) stake by 3.6% in Q1 2026, buying an estimated $96.3K and bringing the position to 10,209 shares worth $2.48M. The position accounts for 1.47% of the portfolio, ranked #11.

Old North State Trust first reported a position in IBM in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.92M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Old North State Trust held 10,209 shares of IBM worth $2.48M as of Q1 2026.
  • Old North State Trust bought 356 IBM shares in Q1 2026, an estimated $96.3K.
  • IBM made up 1.47% of Old North State Trust's portfolio in Q1 2026, its #11 holding.
  • Old North State Trust first reported a position in IBM in Q3 2018 and has held it in 28 quarters since.
  • Old North State Trust's IBM position peaked at $2.92M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Old North State Trust's 13F filing for Q1 2026, filed 13 May 2026.