EFG International’s IBM IBM Stock Holding History

EFG International’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	$2.45M	Buy	8,693 +7,829	+906%	+$1.97M	0.04%	316
2026 Q1	$210K	Sell	864 -7,217	-89%	-$1.95M	﹤0.01%	581
2025 Q4	$2.39M	Buy	+8,081	New	+$2.42M	0.05%	300

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EFG International's IBM Position: Q2 2026 in Review

EFG International increased its IBM (IBM) stake by 906% in Q2 2026, buying an estimated $1.97M and bringing the position to 8,693 shares worth $2.45M. The position accounts for 0.04% of the portfolio, ranked #316.

EFG International first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

EFG International held 8,693 shares of IBM worth $2.45M as of Q2 2026.
EFG International bought 7,829 IBM shares in Q2 2026, an estimated $1.97M.
IBM made up 0.04% of EFG International's portfolio in Q2 2026, its #316 holding.
EFG International first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.