STAR Financial Bank’s IBM IBM Stock Holding History

STAR Financial Bank’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	$324K	Buy	1,336 +365	+38%	+$98.8K	0.15%	77
2025 Q4	$288K	Buy	971 +185	+24%	+$55.4K	0.15%	89
2025 Q3	$222K	Buy	+786	New	+$206K	0.13%	111

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

STAR Financial Bank's IBM Position: Q1 2026 in Review

STAR Financial Bank increased its IBM (IBM) stake by 38% in Q1 2026, buying an estimated $98.8K and bringing the position to 1,336 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #77.

STAR Financial Bank first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

STAR Financial Bank held 1,336 shares of IBM worth $324K as of Q1 2026.
STAR Financial Bank bought 365 IBM shares in Q1 2026, an estimated $98.8K.
IBM made up 0.15% of STAR Financial Bank's portfolio in Q1 2026, its #77 holding.
STAR Financial Bank first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.