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Eagle Wealth Strategies’s IBM IBM Stock Holding History

Eagle Wealth 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 		– Sell
-1,957
Closed -$474K – 121
2026
Q1 		$474K Buy
1,957
+29
+2% +$7.85K 0.21% 54
2025
Q4 		$571K Buy
1,928
+187
+11% +$56K 0.27% 42
2025
Q3 		$491K Buy
1,741
+18
+1% +$4.71K 0.24% 45
2025
Q2 		$508K Buy
1,723
+7
+0.4% +$1.8K 0.28% 42
2025
Q1 		$427K Buy
1,716
+9
+0.5% +$2.2K 0.26% 47
2024
Q4 		$375K Sell
1,707
-69
-4% -$15.4K 0.27% 53
2024
Q3 		$393K Buy
1,776
+16
+0.9% +$3.14K 0.29% 55
2024
Q2 		$304K Buy
1,760
+40
+2% +$6.95K 0.25% 68
2024
Q1 		$327K Buy
1,720
+7
+0.4% +$1.28K 0.27% 62
2023
Q4 		$280K Buy
+1,713
New +$259K 0.17% 74

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Eagle Wealth Strategies's IBM Position: Q2 2026 in Review

Eagle Wealth Strategies sold out of IBM (IBM) in Q2 2026, closing a stake of 1,957 shares — an estimated $474K sold.

Eagle Wealth Strategies first reported a position in IBM in Q4 2023 and held it in 10 quarters. The position peaked at $571K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Eagle Wealth Strategies reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Eagle Wealth Strategies sold 1,957 IBM shares in Q2 2026, an estimated $474K.
  • Eagle Wealth Strategies first reported a position in IBM in Q4 2023 and held it in 10 quarters.
  • Eagle Wealth Strategies's IBM position peaked at $571K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.