SEC 13F Intelligence

Florida Trust Wealth Management Co / IBM

Florida Trust Wealth Management Co’s International Business Machs Position

Does Florida Trust Wealth Management Co own International Business Machs (IBM)? Yes — 120.6K shares worth $29M (+0.82% of its 13F portfolio) as of Q1 2026, up from 116.7K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
120.6K
% of Portfolio
+0.82%
Quarters Held
10
currently held

Position History IBM

Reported value by quarter
Q4 ’23: $24MQ4 ’23Q1 ’24: $27MQ2 ’24: $24MQ2 ’24Q3 ’24: $29MQ4 ’24: $28MQ4 ’24Q1 ’25: $30MQ2 ’25: $35MQ2 ’25Q3 ’25: $33MQ4 ’25: $35MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026120.6K$29M+0.82%
Q4 2025116.7K$35M+0.95%
Q3 2025118.6K$33M+0.95%
Q2 2025118.3K$35M+1.07%
Q1 2025122.5K$30M+0.99%
Q4 2024127.2K$28M+0.89%
Q3 2024131.0K$29M+0.93%
Q2 2024138.6K$24M+0.82%
Q1 2024141.8K$27M+0.92%
Q4 2023146.8K$24M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of IBM.