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Burton Enright Welch’s IBM IBM Stock Holding History

Burton Enright Welch’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
2026
Q2 		$335K Buy
1,190
+166
+16% +$41.8K 0.04% 117
2026
Q1 		$248K Sell
1,024
-299
-23% -$80.9K 0.03% 124
2025
Q4 		$392K Sell
1,323
-18
-1% -$5.39K 0.06% 105
2025
Q3 		$378K Buy
1,341
+56
+4% +$14.7K 0.06% 101
2025
Q2 		$379K Buy
1,285
+235
+22% +$60.5K 0.07% 88
2025
Q1 		$261K Hold
1,050
– – 0.05% 94
2024
Q4 		$231K Buy
1,050
+100
+11% +$22.3K 0.05% 93
2024
Q3 		$210K Buy
+950
New +$186K 0.05% 92

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Burton Enright Welch's IBM Position: Q2 2026 in Review

Burton Enright Welch increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $41.8K and bringing the position to 1,190 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #117.

Burton Enright Welch first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $392K in Q4 2025. 3,624 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Burton Enright Welch held 1,190 shares of IBM worth $335K as of Q2 2026.
  • Burton Enright Welch bought 166 IBM shares in Q2 2026, an estimated $41.8K.
  • IBM made up 0.04% of Burton Enright Welch's portfolio in Q2 2026, its #117 holding.
  • Burton Enright Welch first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Burton Enright Welch's IBM position peaked at $392K in Q4 2025.
  • 3,624 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.