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Eagle Global Advisors’s IBM IBM Stock Holding History

Eagle Global Advisors’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 		$214K Buy
+760
New +$191K 0.01% 264
2026
Q1 		– Sell
-750
Closed -$222K – 285
2025
Q4 		$222K Hold
750
– – 0.01% 264
2025
Q3 		$212K Hold
750
– – 0.01% 267
2025
Q2 		$221K Buy
+750
New +$193K 0.01% 258
2013
Q4 		– Sell
-16,950
Closed -$3M – 240
2013
Q3 		$3M Sell
16,950
-163
-1% -$29.6K 0.11% 142
2013
Q2 		$3.13M Buy
+17,113
New +$3.33M 0.12% 133

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 $3.38T AUM 44.17% 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

Eagle Global Advisors's IBM Position: Q2 2026 in Review

Eagle Global Advisors opened a new position in IBM (IBM) in Q2 2026: 760 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: Eagle Global Advisors previously reported a position in IBM as recently as Q4 2025.

Eagle Global Advisors first reported a position in IBM in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.13M in Q2 2013. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Eagle Global Advisors held 760 shares of IBM worth $214K as of Q2 2026.
  • IBM was a new Eagle Global Advisors position in Q2 2026.
  • IBM made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #264 holding.
  • Eagle Global Advisors first reported a position in IBM in Q2 2013 and has held it in 6 quarters since.
  • Eagle Global Advisors's IBM position peaked at $3.13M in Q2 2013.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.