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Eagle Strategies’s IBM IBM Stock Holding History

Eagle Strategies’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 		$2.9M Buy
10,320
+245
+2% +$61.7K 0.29% 79
2026
Q1 		$2.44M Buy
10,075
+7,790
+341% +$2.11M 0.29% 75
2025
Q4 		$677K Buy
2,285
+11
+0.5% +$3.29K 0.09% 146
2025
Q3 		$642K Sell
2,274
-63
-3% -$16.5K 0.09% 145
2025
Q2 		$689K Buy
2,337
+79
+3% +$20.4K 0.11% 130
2025
Q1 		$561K Sell
2,258
-4
-0.2% -$978 0.1% 138
2024
Q4 		$497K Sell
2,262
-4
-0.2% -$891 0.09% 139
2024
Q3 		$501K Sell
2,266
-132
-6% -$25.9K 0.09% 134
2024
Q2 		$415K Buy
2,398
+1,288
+116% +$224K 0.08% 148
2024
Q1 		$212K Sell
1,110
-1,378
-55% -$251K 0.05% 251
2023
Q4 		$407K Buy
2,488
+23
+0.9% +$3.48K 0.09% 137
2023
Q3 		$346K Buy
+2,465
New +$351K 0.09% 136

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Eagle Strategies's IBM Position: Q2 2026 in Review

Eagle Strategies increased its IBM (IBM) stake by 2.4% in Q2 2026, buying an estimated $61.7K and bringing the position to 10,320 shares worth $2.9M. The position accounts for 0.29% of the portfolio, ranked #79.

Eagle Strategies first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Eagle Strategies held 10,320 shares of IBM worth $2.9M as of Q2 2026.
  • Eagle Strategies bought 245 IBM shares in Q2 2026, an estimated $61.7K.
  • IBM made up 0.29% of Eagle Strategies's portfolio in Q2 2026, its #79 holding.
  • Eagle Strategies first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.