Trust Company of the South’s IBM IBM Stock Holding History

Trust Company of the South’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	$838K	Sell	2,981 -250	-8%	-$63K	0.12%	65
2026 Q1	$783K	Buy	3,231 +1,162	+56%	+$314K	0.13%	61
2025 Q4	$613K	Sell	2,069 -368	-15%	-$110K	0.1%	66
2025 Q3	$688K	Sell	2,437 -2,833	-54%	-$742K	0.11%	62
2025 Q2	$1.55M	Buy	5,270 +27	+0.5%	+$6.96K	0.28%	34
2025 Q1	$1.3M	Buy	5,243 +239	+5%	+$58.5K	0.27%	39
2024 Q4	$1.1M	Hold	5,004	–	–	0.22%	48
2024 Q3	$1.11M	Hold	5,004	–	–	0.23%	46
2024 Q2	$865K	Hold	5,004	–	–	0.2%	49
2024 Q1	$956K	Sell	5,004 -32	-0.6%	-$5.84K	0.22%	46
2023 Q4	$824K	Buy	+5,036	New	+$761K	0.22%	47

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Trust Company of the South's IBM Position: Q2 2026 in Review

Trust Company of the South reduced its IBM (IBM) stake by 7.7% in Q2 2026, selling an estimated $63K and leaving 2,981 shares worth $838K. The position accounts for 0.12% of the portfolio, ranked #65.

Trust Company of the South first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q2 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Trust Company of the South held 2,981 shares of IBM worth $838K as of Q2 2026.
Trust Company of the South sold 250 IBM shares in Q2 2026, an estimated $63K.
IBM made up 0.12% of Trust Company of the South's portfolio in Q2 2026, its #65 holding.
Trust Company of the South first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Trust Company of the South's IBM position peaked at $1.55M in Q2 2025.
2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.