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 Q3	$527K	Sell	2,397 -7,923	-77%	-$1.88M	0.05%	187
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Eagle Strategies's IBM Position: Q3 2026 in Review

Eagle Strategies reduced its IBM (IBM) stake by 77% in Q3 2026, selling an estimated $1.88M and leaving 2,397 shares worth $527K. The position accounts for 0.05% of the portfolio, ranked #187.

Eagle Strategies first reported a position in IBM in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.9M in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Eagle Strategies held 2,397 shares of IBM worth $527K as of Q3 2026.
Eagle Strategies sold 7,923 IBM shares in Q3 2026, an estimated $1.88M.
IBM made up 0.05% of Eagle Strategies's portfolio in Q3 2026, its #187 holding.
Eagle Strategies first reported a position in IBM in Q3 2023 and has held it in 13 quarters since.
Eagle Strategies's IBM position peaked at $2.9M in Q2 2026.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.