SEC 13F Intelligence

American Trust Investment Advisors, LLC / IBM

American Trust Investment Advisors, LLC’s International Business Machs Position

Does American Trust Investment Advisors, LLC own International Business Machs (IBM)? Yes — 23.8K shares worth $6M (+3.18% of its 13F portfolio) as of Q1 2026, up from 23.7K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
23.8K
% of Portfolio
+3.18%
Quarters Held
18
currently held

Position History IBM

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $4MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $6MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.8K$6M+3.18%
Q4 202523.7K$7M+3.75%
Q3 202523.7K$7M+3.45%
Q2 202524.8K$7M+3.70%
Q1 202531.3K$8M+3.25%
Q4 202434.8K$8M+3.13%
Q3 202433.8K$7M+3.06%
Q2 202436.3K$6M+3.05%
Q1 202435.8K$7M+3.26%
Q4 202336.4K$6M+3.09%
Q3 202336.1K$5M+2.79%
Q2 202334.2K$5M+2.56%
Q1 202333.8K$4M+2.67%
Q4 202233.6K$5M+3.00%
Q3 202233.7K$4M+2.57%
Q2 202233.6K$5M+2.97%
Q1 202233.7K$4M+2.25%
Q4 202133.4K$4M+2.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of IBM.