IBM β€” IBM CORPORATION

Ownership history in Hickory Point Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported IBM CORPORATION (IBM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q2. The latest visible filing shows IBM at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in IBM CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBM was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hickory Point Bank & Trust held IBM β€” position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,645 -20 -1.2% 0.26% $399K 2026-05-15 (Est.) $251.00
2025 Q4 REDUCED 1,665 -25 -1.5% 0.36% $493K 2026-01-12 $310.41
2025 Q3 REDUCED 1,690 -85 -4.8% 0.36% $477K 2025-10-06 $286.20
2025 Q2 REDUCED 1,775 -58 -3.2% 0.42% $523K 2025-07-08 $285.26
2025 Q1 REDUCED 1,833 -40 -2.1% 0.40% $456K 2025-04-14 $233.26
2024 Q4 INITIATED 1,873 β€” β€” 0.37% $412K 2025-02-05 $255.21

FAQ About Hickory Point Bank & Trust and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning IBM?

Hickory Point Bank & Trust reported IBM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IBM position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for IBM was 0.42% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 1,645 shares, equal to 0.26% of portfolio, with an estimated market value of $399K.

What does the chart on this IBM ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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