St Louis Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $207K | Hold |
5,112
| – | – | 0.02% | 121 |
|
|
2026
Q1 | $1.24M | Buy |
5,112
+480
| +10% | +$130K | 0.14% | 72 |
|
|
2025
Q4 | $1.37M | Hold |
4,632
| – | – | 0.16% | 71 |
|
|
2025
Q3 | $1.31M | Hold |
4,632
| – | – | 0.16% | 58 |
|
|
2025
Q2 | $1.37M | Hold |
4,632
| – | – | 0.18% | 58 |
|
|
2025
Q1 | $1.15M | Buy |
4,632
+1,132
| +32% | +$277K | 0.17% | 62 |
|
|
2024
Q4 | $769K | Hold |
3,500
| – | – | 0.11% | 77 |
|
|
2024
Q3 | $774K | Sell |
3,500
-1,132
| -24% | -$222K | 0.11% | 77 |
|
|
2024
Q2 | $801K | Hold |
4,632
| – | – | 0.12% | 79 |
|
|
2024
Q1 | $885K | Buy |
4,632
+1,132
| +32% | +$207K | 0.14% | 72 |
|
|
2023
Q4 | $572K | Hold |
3,500
| – | – | 0.1% | 80 |
|
|
2023
Q3 | $491K | Hold |
3,500
| – | – | 0.09% | 83 |
|
|
2023
Q2 | $468K | Hold |
3,500
| – | – | 0.09% | 86 |
|
|
2023
Q1 | $459K | Hold |
3,500
| – | – | 0.09% | 82 |
|
|
2022
Q4 | $493K | Hold |
3,500
| – | – | 0.1% | 79 |
|
|
2022
Q3 | $441K | Hold |
3,500
| – | – | 0.13% | 68 |
|
|
2022
Q2 | $495K | Hold |
3,500
| – | – | 0.11% | 79 |
|
|
2022
Q1 | $455K | Hold |
3,500
| – | – | 0.1% | 80 |
|
|
2021
Q4 | $468K | Sell |
3,500
-161
| -4% | -$20.2K | 0.1% | 87 |
|
|
2021
Q3 | $486K | Hold |
3,661
| – | – | 0.13% | 85 |
|
|
2021
Q2 | $513K | Hold |
3,661
| – | – | 0.13% | 70 |
|
|
2021
Q1 | $467K | Hold |
3,661
| – | – | 0.12% | 73 |
|
|
2020
Q4 | $441K | Hold |
3,661
| – | – | 0.13% | 62 |
|
|
2020
Q3 | $426K | Hold |
3,661
| – | – | 0.14% | 68 |
|
|
2020
Q2 | $422K | Hold |
3,661
| – | – | 0.13% | 69 |
|
|
2020
Q1 | $388K | Hold |
3,661
| – | – | 0.15% | 64 |
|
|
2019
Q4 | $469K | Hold |
3,661
| – | – | 0.13% | 62 |
|
|
2019
Q3 | $509K | Hold |
3,661
| – | – | 0.16% | 58 |
|
|
2019
Q2 | $483K | Hold |
3,661
| – | – | 0.15% | 60 |
|
|
2019
Q1 | $494K | Hold |
3,661
| – | – | 0.16% | 61 |
|
|
2018
Q4 | $398K | Hold |
3,661
| – | – | 0.14% | 62 |
|
|
2018
Q3 | $530K | Hold |
3,661
| – | – | 0.18% | 62 |
|
|
2018
Q2 | $489K | Sell |
3,661
-5,387
| -60% | -$751K | 0.16% | 75 |
|
|
2018
Q1 | $1.33M | Buy |
9,048
+6,276
| +226% | +$950K | 0.46% | 39 |
|
|
2017
Q4 | $407K | Buy |
+2,772
| New | +$403K | 0.16% | 61 |
|
Other funds holding IBM
St Louis Trust's IBM Position: Q2 2026 in Review
St Louis Trust held its IBM (IBM) position steady in Q2 2026 at 5,112 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #121.
St Louis Trust first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.37M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- St Louis Trust held 5,112 shares of IBM worth $207K as of Q2 2026.
- St Louis Trust left its IBM share count unchanged in Q2 2026.
- IBM made up 0.02% of St Louis Trust's portfolio in Q2 2026, its #121 holding.
- St Louis Trust first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- St Louis Trust's IBM position peaked at $1.37M in Q4 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on St Louis Trust's 13F filing for Q2 2026, filed 30 Jul 2026.