WhitTier Trust Company’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 | $8.58M | Sell |
28,034
-1,431
| -5% | -$361K | 0.16% | 113 |
|
|
2026
Q1 | $7.27M | Buy |
29,465
+1,348
| +5% | +$365K | 0.15% | 119 |
|
|
2025
Q4 | $8.5M | Sell |
28,117
-300
| -1% | -$89.8K | 0.18% | 110 |
|
|
2025
Q3 | $8.19M | Sell |
28,417
-589
| -2% | -$154K | 0.17% | 109 |
|
|
2025
Q2 | $8.55M | Sell |
29,006
-147
| -0.5% | -$37.9K | 0.19% | 104 |
|
|
2025
Q1 | $7.25M | Buy |
29,153
+1,249
| +4% | +$306K | 0.18% | 111 |
|
|
2024
Q4 | $6.13M | Sell |
27,904
-151
| -0.5% | -$33.6K | 0.15% | 127 |
|
|
2024
Q3 | $6.2M | Buy |
28,055
+246
| +0.9% | +$48.2K | 0.16% | 125 |
|
|
2024
Q2 | $4.81M | Sell |
27,809
-1,483
| -5% | -$258K | 0.13% | 143 |
|
|
2024
Q1 | $5.59M | Buy |
29,292
+393
| +1% | +$71.7K | 0.16% | 130 |
|
|
2023
Q4 | $4.73M | Buy |
28,899
+346
| +1% | +$52.3K | 0.15% | 142 |
|
|
2023
Q3 | $4.01M | Sell |
28,553
-920
| -3% | -$131K | 0.14% | 142 |
|
|
2023
Q2 | $3.94M | Sell |
29,473
-494
| -2% | -$63.8K | 0.13% | 145 |
|
|
2023
Q1 | $3.93M | Buy |
29,967
+460
| +2% | +$61.5K | 0.14% | 139 |
|
|
2022
Q4 | $4.16M | Sell |
29,507
-308
| -1% | -$42.5K | 0.16% | 132 |
|
|
2022
Q3 | $3.54M | Buy |
29,815
+311
| +1% | +$40.8K | 0.15% | 143 |
|
|
2022
Q2 | $4.17M | Buy |
29,504
+1,289
| +5% | +$174K | 0.17% | 127 |
|
|
2022
Q1 | $3.67M | Sell |
28,215
-165
| -0.6% | -$21.5K | 0.13% | 147 |
|
|
2021
Q4 | $3.79M | Sell |
28,380
-4,101
| -13% | -$514K | 0.14% | 142 |
|
|
2021
Q3 | $4.32M | Sell |
32,481
-398
| -1% | -$53.2K | 0.18% | 122 |
|
|
2021
Q2 | $4.61M | Sell |
32,879
-276
| -0.8% | -$37.7K | 0.19% | 119 |
|
|
2021
Q1 | $4.22M | Sell |
33,155
-1,751
| -5% | -$210K | 0.19% | 117 |
|
|
2020
Q4 | $4.2M | Sell |
34,906
-2,833
| -8% | -$327K | 0.21% | 108 |
|
|
2020
Q3 | $4.39M | Sell |
37,739
-1,492
| -4% | -$176K | 0.25% | 98 |
|
|
2020
Q2 | $4.53M | Sell |
39,231
-5,857
| -13% | -$680K | 0.29% | 88 |
|
|
2020
Q1 | $4.78M | Sell |
45,088
-3,320
| -7% | -$420K | 0.37% | 74 |
|
|
2019
Q4 | $6.2M | Buy |
48,408
+3,180
| +7% | +$413K | 0.4% | 68 |
|
|
2019
Q3 | $6.29M | Buy |
45,228
+2,688
| +6% | +$363K | 0.44% | 60 |
|
|
2019
Q2 | $5.61M | Sell |
42,540
-985
| -2% | -$129K | 0.4% | 71 |
|
|
2019
Q1 | $5.87M | Sell |
43,525
-351
| -0.8% | -$44.7K | 0.43% | 64 |
|
|
2018
Q4 | $4.77M | Buy |
43,876
+136
| +0.3% | +$16.3K | 0.39% | 64 |
|
|
2018
Q3 | $6.32M | Sell |
43,740
-569
| -1% | -$79.5K | 0.46% | 59 |
|
|
2018
Q2 | $5.92M | Sell |
44,309
-806
| -2% | -$112K | 0.46% | 60 |
|
|
2018
Q1 | $6.62M | Buy |
45,115
+1,902
| +4% | +$288K | 0.54% | 54 |
|
|
2017
Q4 | $6.34M | Sell |
43,213
-1,141
| -3% | -$166K | 0.54% | 56 |
|
|
2017
Q3 | $6.15M | Sell |
44,354
-471
| -1% | -$65.6K | 0.57% | 53 |
|
|
2017
Q2 | $6.59M | Sell |
44,825
-908
| -2% | -$137K | 0.64% | 45 |
|
|
2017
Q1 | $7.61M | Sell |
45,733
-7,218
| -14% | -$1.21M | 0.76% | 32 |
|
|
2016
Q4 | $8.4M | Sell |
52,951
-571
| -1% | -$87K | 0.89% | 27 |
|
|
2016
Q3 | $8.13M | Sell |
53,522
-1,102
| -2% | -$167K | 0.92% | 24 |
|
|
2016
Q2 | $7.93M | Sell |
54,624
-1,324
| -2% | -$190K | 0.91% | 25 |
|
|
2016
Q1 | $8.1M | Sell |
55,948
-629
| -1% | -$80.3K | 0.95% | 21 |
|
|
2015
Q4 | $7.44M | Sell |
56,577
-7,131
| -11% | -$958K | 0.87% | 30 |
|
|
2015
Q3 | $8.83M | Sell |
63,708
-1,994
| -3% | -$294K | 1.08% | 20 |
|
|
2015
Q2 | $10.2M | Sell |
65,702
-3,676
| -5% | -$591K | 1.14% | 18 |
|
|
2015
Q1 | $10.6M | Sell |
69,378
-1,092
| -2% | -$166K | 1.18% | 17 |
|
|
2014
Q4 | $10.8M | Sell |
70,470
-4,920
| -7% | -$783K | 1.21% | 17 |
|
|
2014
Q3 | $13.7M | Buy |
75,390
+285
| +0.4% | +$51.9K | 1.57% | 8 |
|
|
2014
Q2 | $13M | Sell |
75,105
-1,078
| -1% | -$194K | 1.46% | 8 |
|
|
2014
Q1 | $14M | Sell |
76,183
-651
| -0.8% | -$115K | 1.64% | 7 |
|
|
2013
Q4 | $13.8M | Buy |
76,834
+5,627
| +8% | +$970K | 1.66% | 6 |
|
|
2013
Q3 | $12.6M | Sell |
71,207
-649
| -0.9% | -$118K | 1.69% | 6 |
|
|
2013
Q2 | $13.1M | Buy |
+71,856
| New | +$14M | 1.89% | 6 |
|
Other funds holding IBM
ECSS
WhitTier Trust Company's IBM Position: Q2 2026 in Review
WhitTier Trust Company reduced its IBM (IBM) stake by 4.9% in Q2 2026, selling an estimated $361K and leaving 28,034 shares worth $8.58M. The position accounts for 0.16% of the portfolio, ranked #113.
WhitTier Trust Company first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14M in Q1 2014. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- WhitTier Trust Company held 28,034 shares of IBM worth $8.58M as of Q2 2026.
- WhitTier Trust Company sold 1,431 IBM shares in Q2 2026, an estimated $361K.
- IBM made up 0.16% of WhitTier Trust Company's portfolio in Q2 2026, its #113 holding.
- WhitTier Trust Company first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
- WhitTier Trust Company's IBM position peaked at $14M in Q1 2014.
- 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.