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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eagle Global Advisors's IBM Position: Q1 2026 in Review

Eagle Global Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 750 shares — an estimated $222K sold.

Eagle Global Advisors first reported a position in IBM in Q2 2013 and held it in 5 quarters. The position peaked at $3.13M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Eagle Global Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Eagle Global Advisors sold 750 IBM shares in Q1 2026, an estimated $222K.
  • Eagle Global Advisors first reported a position in IBM in Q2 2013 and held it in 5 quarters.
  • Eagle Global Advisors's IBM position peaked at $3.13M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.