Trust Company of Vermont’s IBM IBM Stock Holding History

Trust Company of Vermont’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
2025 Q4	$12.1M	Sell	40,959 -4,042	-9%	-$1.21M	0.51%	51
2025 Q3	$12.7M	Buy	45,001 +2,073	+5%	+$543K	0.55%	50
2025 Q2	$12.7M	Sell	42,928 -2,397	-5%	-$618K	0.6%	50
2025 Q1	$11.3M	Sell	45,325 -4,501	-9%	-$1.1M	0.56%	53
2024 Q4	$11M	Sell	49,826 -1,388	-3%	-$309K	0.53%	54
2024 Q3	$11.3M	Buy	51,214 +5,316	+12%	+$1.04M	0.57%	54
2024 Q2	$7.94M	Buy	45,898 +581	+1%	+$101K	0.43%	61
2024 Q1	$8.65M	Buy	45,317 +12,500	+38%	+$2.28M	0.48%	63
2023 Q4	$5.37M	Sell	32,817 -3,596	-10%	-$543K	0.36%	76
2023 Q3	$5.11M	Buy	36,413 +2,562	+8%	+$365K	0.34%	80
2023 Q2	$4.53M	Sell	33,851 -112	-0.3%	-$14.5K	0.3%	92
2023 Q1	$4.45M	Sell	33,963 -258	-0.8%	-$34.5K	0.31%	87
2022 Q4	$4.82M	Sell	34,221 -1,061	-3%	-$146K	0.35%	82
2022 Q3	$4.19M	Sell	35,282 -684	-2%	-$89.8K	0.33%	91
2022 Q2	$5.08M	Buy	35,966 +296	+0.8%	+$40K	0.39%	84
2022 Q1	$4.64M	Sell	35,670 -1,094	-3%	-$143K	0.31%	95
2021 Q4	$4.91M	Sell	36,764 -3,391	-8%	-$425K	0.31%	92
2021 Q3	$5.33M	Sell	40,155 -1,210	-3%	-$162K	0.38%	84
2021 Q2	$5.8M	Buy	41,365 +6,046	+17%	+$827K	0.4%	81
2021 Q1	$4.5M	Sell	35,319 -277	-0.8%	-$33.2K	0.34%	88
2020 Q4	$4.28M	Buy	35,596 +71	+0.2%	+$8.21K	0.34%	88
2020 Q3	$4.13M	Sell	35,525 -2,624	-7%	-$309K	0.38%	79
2020 Q2	$4.4M	Sell	38,149 -15,897	-29%	-$1.85M	0.43%	71
2020 Q1	$5.73M	Buy	54,046 +1,180	+2%	+$149K	0.54%	62
2019 Q4	$6.78M	Sell	52,866 -165	-0.3%	-$21.4K	0.51%	63
2019 Q3	$7.37M	Buy	53,031 +3,556	+7%	+$480K	0.59%	58
2019 Q2	$6.52M	Buy	49,475 +4,030	+9%	+$529K	0.54%	62
2019 Q1	$6.13M	Buy	45,445 +225	+0.5%	+$28.7K	0.53%	62
2018 Q4	$4.91M	Sell	45,220 -269	-0.6%	-$32.3K	0.48%	67
2018 Q3	$6.58M	Sell	45,489 -793	-2%	-$111K	0.56%	61
2018 Q2	$6.18M	Buy	46,282 +764	+2%	+$107K	0.55%	58
2018 Q1	$6.68M	Sell	45,518 -234	-0.5%	-$35.4K	0.63%	53
2017 Q4	$6.71M	Sell	45,752 -2,525	-5%	-$367K	0.62%	52
2017 Q3	$6.7M	Sell	48,277 -1,429	-3%	-$199K	0.67%	51
2017 Q2	$7.31M	Sell	49,706 -1,420	-3%	-$214K	0.75%	42
2017 Q1	$8.51M	Buy	51,126 +441	+0.9%	+$73.9K	0.92%	28
2016 Q4	$8.04M	Buy	50,685 +2,702	+6%	+$412K	0.93%	27
2016 Q3	$7.29M	Buy	47,983 +3,068	+7%	+$466K	0.91%	31
2016 Q2	$6.52M	Sell	44,915 -3,245	-7%	-$465K	0.87%	34
2016 Q1	$6.97M	Sell	48,160 -7,894	-14%	-$1.01M	0.98%	28
2015 Q4	$7.38M	Sell	56,054 -3,180	-5%	-$427K	1.06%	24
2015 Q3	$8.21M	Buy	59,234 +3,452	+6%	+$510K	1.28%	17
2015 Q2	$8.68M	Buy	55,782 +1,627	+3%	+$262K	1.26%	19
2015 Q1	$8.31M	Sell	54,155 -3,457	-6%	-$524K	1.21%	21
2014 Q4	$8.84M	Sell	57,612 -4,069	-7%	-$647K	1.29%	18
2014 Q3	$11.2M	Sell	61,681 -389	-0.6%	-$70.9K	1.69%	8
2014 Q2	$10.8M	Sell	62,070 -707	-1%	-$127K	1.66%	11
2014 Q1	$11.6M	Buy	62,777 +143	+0.2%	+$25.2K	1.89%	6
2013 Q4	$11.2M	Buy	62,634 +1,510	+2%	+$260K	1.88%	7
2013 Q3	$10.8M	Buy	61,124 +1,463	+2%	+$266K	1.99%	6
2013 Q2	$10.9M	Buy	+59,661	New	+$11.6M	2.13%	4

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Trust Company of Vermont's IBM Position: Q4 2025 in Review

Trust Company of Vermont reduced its IBM (IBM) stake by 9% in Q4 2025, selling an estimated $1.21M and leaving 40,959 shares worth $12.1M. The position accounts for 0.51% of the portfolio, ranked #51.

Trust Company of Vermont first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.7M in Q3 2025. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Trust Company of Vermont held 40,959 shares of IBM worth $12.1M as of Q4 2025.
Trust Company of Vermont sold 4,042 IBM shares in Q4 2025, an estimated $1.21M.
IBM made up 0.51% of Trust Company of Vermont's portfolio in Q4 2025, its #51 holding.
Trust Company of Vermont first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
Trust Company of Vermont's IBM position peaked at $12.7M in Q3 2025.
3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.