E&G Advisors’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 | $855K | Buy |
3,040
+50
| +2% | +$12.6K | 0.17% | 104 |
|
|
2026
Q1 | $725K | Buy |
2,990
+13
| +0.4% | +$3.52K | 0.16% | 107 |
|
|
2025
Q4 | $882K | Hold |
2,977
| – | – | 0.2% | 94 |
|
|
2025
Q3 | $840K | Buy |
2,977
+7
| +0.2% | +$1.83K | 0.2% | 98 |
|
|
2025
Q2 | $875K | Sell |
2,970
-200
| -6% | -$51.5K | 0.23% | 89 |
|
|
2025
Q1 | $788K | Buy |
3,170
+200
| +7% | +$48.9K | 0.22% | 88 |
|
|
2024
Q4 | $653K | Sell |
2,970
-100
| -3% | -$22.3K | 0.18% | 104 |
|
|
2024
Q3 | $679K | Hold |
3,070
| – | – | 0.19% | 107 |
|
|
2024
Q2 | $531K | Hold |
3,070
| – | – | 0.16% | 118 |
|
|
2024
Q1 | $586K | Hold |
3,070
| – | – | 0.18% | 107 |
|
|
2023
Q4 | $502K | Sell |
3,070
-600
| -16% | -$90.7K | 0.18% | 112 |
|
|
2023
Q3 | $515K | Sell |
3,670
-80
| -2% | -$11.4K | 0.19% | 108 |
|
|
2023
Q2 | $502K | Sell |
3,750
-100
| -3% | -$12.9K | 0.18% | 115 |
|
|
2023
Q1 | $505K | Hold |
3,850
| – | – | 0.19% | 115 |
|
|
2022
Q4 | $542K | Sell |
3,850
-20
| -0.5% | -$2.76K | 0.2% | 110 |
|
|
2022
Q3 | $460K | Sell |
3,870
-200
| -5% | -$26.2K | 0.17% | 120 |
|
|
2022
Q2 | $575K | Sell |
4,070
-100
| -2% | -$13.5K | 0.19% | 107 |
|
|
2022
Q1 | $542K | Hold |
4,170
| – | – | 0.15% | 121 |
|
|
2021
Q4 | $557K | Sell |
4,170
-715
| -15% | -$89.7K | 0.14% | 123 |
|
|
2021
Q3 | $649K | Buy |
+4,885
| New | +$653K | 0.18% | 109 |
|
|
2021
Q2 | – | Sell |
-4,885
| Closed | -$668K | – | 109 |
|
|
2021
Q1 | $622K | Buy |
4,885
+45
| +0.9% | +$5.39K | 0.18% | 108 |
|
|
2020
Q4 | $582K | Hold |
4,840
| – | – | 0.18% | 104 |
|
|
2020
Q3 | $563K | Buy |
4,840
+28
| +0.6% | +$3.3K | 0.19% | 95 |
|
|
2020
Q2 | $556K | Hold |
4,812
| – | – | 0.21% | 89 |
|
|
2020
Q1 | $510K | Sell |
4,812
-941
| -16% | -$119K | 0.25% | 80 |
|
|
2019
Q4 | $737K | Hold |
5,753
| – | – | 0.27% | 86 |
|
|
2019
Q3 | $800K | Hold |
5,753
| – | – | 0.32% | 80 |
|
|
2019
Q2 | $758K | Hold |
5,753
| – | – | 0.32% | 80 |
|
|
2019
Q1 | $776K | Sell |
5,753
-1,464
| -20% | -$187K | 0.34% | 80 |
|
|
2018
Q4 | $784K | Buy |
7,217
+627
| +10% | +$75.3K | 0.35% | 82 |
|
|
2018
Q3 | $953K | Buy |
6,590
+628
| +11% | +$87.8K | 0.36% | 73 |
|
|
2018
Q2 | $796K | Hold |
5,962
| – | – | 0.33% | 76 |
|
|
2018
Q1 | $875K | Buy |
5,962
+523
| +10% | +$79.1K | 0.38% | 65 |
|
|
2017
Q4 | $798K | Buy |
5,439
+1,778
| +49% | +$259K | 0.34% | 65 |
|
|
2017
Q3 | $508K | Buy |
3,661
+209
| +6% | +$29.1K | 0.23% | 92 |
|
|
2017
Q2 | $508K | Buy |
3,452
+314
| +10% | +$47.3K | 0.24% | 89 |
|
|
2017
Q1 | $522K | Buy |
+3,138
| New | +$526K | 0.27% | 86 |
|
Other funds holding IBM
ECSS
E&G Advisors's IBM Position: Q2 2026 in Review
E&G Advisors increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $12.6K and bringing the position to 3,040 shares worth $855K. The position accounts for 0.17% of the portfolio, ranked #104.
E&G Advisors first reported a position in IBM in Q1 2017 and has held it in 37 quarters since. The position peaked at $953K in Q3 2018. 1,848 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- E&G Advisors held 3,040 shares of IBM worth $855K as of Q2 2026.
- E&G Advisors bought 50 IBM shares in Q2 2026, an estimated $12.6K.
- IBM made up 0.17% of E&G Advisors's portfolio in Q2 2026, its #104 holding.
- E&G Advisors first reported a position in IBM in Q1 2017 and has held it in 37 quarters since.
- E&G Advisors's IBM position peaked at $953K in Q3 2018.
- 1,848 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.