Old Point Trust & Financial Services N A’s IBM IBM Stock Holding History

Old Point Trust & Financial Services N A’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	$2.66M	Sell	10,972 -575	-5%	-$156K	0.85%	37
2025 Q4	$3.42M	Sell	11,547 -520	-4%	-$156K	1.07%	27
2025 Q3	$3.4M	Sell	12,067 -370	-3%	-$96.8K	1.1%	28
2025 Q2	$3.67M	Sell	12,437 -2,098	-14%	-$541K	1.28%	24
2025 Q1	$3.61M	Sell	14,535 -610	-4%	-$149K	1.27%	24
2024 Q4	$3.33M	Sell	15,145 -1,064	-7%	-$237K	1.17%	26
2024 Q3	$3.58M	Sell	16,209 -510	-3%	-$100K	1.29%	25
2024 Q2	$2.89M	Sell	16,719 -2,140	-11%	-$372K	1.12%	30
2024 Q1	$3.6M	Sell	18,859 -170	-0.9%	-$31K	1.31%	26
2023 Q4	$3.11M	Sell	19,029 -140	-0.7%	-$21.2K	1.26%	27
2023 Q3	$2.69M	Sell	19,169 -225	-1%	-$32K	1.21%	27
2023 Q2	$2.6M	Buy	19,394 +1,498	+8%	+$193K	1.08%	28
2023 Q1	$2.35M	Buy	17,896 +1,730	+11%	+$231K	1.03%	29
2022 Q4	$2.28M	Buy	16,166 +150	+0.9%	+$20.7K	1.05%	29
2022 Q3	$1.9M	Sell	16,016 -439	-3%	-$57.6K	0.96%	31
2022 Q2	$2.32M	Buy	16,455 +496	+3%	+$66.9K	1.07%	30
2022 Q1	$2.08M	Buy	15,959 +746	+5%	+$97.3K	0.85%	34
2021 Q4	$2.03M	Sell	15,213 -281	-2%	-$35.2K	0.82%	35
2021 Q3	$2.06M	Buy	15,494 +26	+0.2%	+$3.48K	0.92%	35
2021 Q2	$2.17M	Buy	15,468 +1,726	+13%	+$236K	0.96%	34
2021 Q1	$1.75M	Buy	13,742 +1,956	+17%	+$234K	0.81%	37
2020 Q4	$1.42M	Sell	11,786 -366	-3%	-$42.3K	0.73%	38
2020 Q3	$1.41M	Hold	12,152	–	–	0.78%	36
2020 Q2	$1.4M	Hold	12,152	–	–	0.77%	36
2020 Q1	$1.29M	Sell	12,152 -111	-0.9%	-$14K	0.81%	37
2019 Q4	$1.57M	Buy	12,263 +485	+4%	+$63K	0.72%	42
2019 Q3	$1.64M	Buy	11,778 +262	+2%	+$35.3K	0.8%	40
2019 Q2	$1.52M	Hold	11,516	–	–	0.77%	41
2019 Q1	$1.55M	Sell	11,516 -210	-2%	-$26.8K	0.81%	37
2018 Q4	$1.27M	Buy	11,726 +2,872	+32%	+$345K	0.75%	39
2018 Q3	$1.28M	Sell	8,854 -210	-2%	-$29.3K	0.66%	43
2018 Q2	$1.21M	Sell	9,064 -146	-2%	-$20.4K	0.66%	44
2018 Q1	$1.35M	Buy	9,210 +628	+7%	+$95K	0.76%	39
2017 Q4	$1.26M	Buy	8,582 +1,307	+18%	+$190K	0.68%	41
2017 Q3	$1.01M	Sell	7,275 -769	-10%	-$107K	0.57%	47
2017 Q2	$1.18M	Buy	8,044 +542	+7%	+$81.7K	0.69%	44
2017 Q1	$1.25M	Buy	7,502 +107	+1%	+$17.9K	0.72%	43
2016 Q4	$1.17M	Buy	7,395 +222	+3%	+$33.8K	0.7%	43
2016 Q3	$1.09M	Sell	7,173 -314	-4%	-$47.6K	0.67%	44
2016 Q2	$1.09M	Sell	7,487 -68	-0.9%	-$9.73K	0.68%	44
2016 Q1	$1.09M	Sell	7,555 -419	-5%	-$53.5K	0.68%	44
2015 Q4	$1.05M	Buy	7,974 +53	+0.7%	+$7.12K	0.68%	43
2015 Q3	$1.1M	Hold	7,921	–	–	0.78%	39
2015 Q2	$1.23M	Buy	7,921 +104	+1%	+$16.7K	0.8%	39
2015 Q1	$1.2M	Sell	7,817 -967	-11%	-$147K	0.77%	41
2014 Q4	$1.35M	Buy	8,784 +1,567	+22%	+$249K	0.81%	39
2014 Q3	$1.31M	Hold	7,217	–	–	0.78%	39
2014 Q2	$1.25M	Hold	7,217	–	–	0.75%	39
2014 Q1	$1.33M	Hold	7,217	–	–	0.83%	39
2013 Q4	$1.29M	Sell	7,217 -686	-9%	-$118K	0.85%	37
2013 Q3	$1.4M	Sell	7,903 -243	-3%	-$44.2K	0.97%	35
2013 Q2	$1.49M	Buy	+8,146	New	+$1.59M	1.06%	34

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

Old Point Trust & Financial Services N A's IBM Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its IBM (IBM) stake by 5% in Q1 2026, selling an estimated $156K and leaving 10,972 shares worth $2.66M. The position accounts for 0.85% of the portfolio, ranked #37.

Old Point Trust & Financial Services N A first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.67M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Old Point Trust & Financial Services N A held 10,972 shares of IBM worth $2.66M as of Q1 2026.
Old Point Trust & Financial Services N A sold 575 IBM shares in Q1 2026, an estimated $156K.
IBM made up 0.85% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #37 holding.
Old Point Trust & Financial Services N A first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Old Point Trust & Financial Services N A's IBM position peaked at $3.67M in Q2 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.