Encompass More Asset Management’s IBM IBM Stock Holding History

Encompass More Asset Management’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	$309K	Sell	1,099 -30	-3%	-$7.56K	0.05%	216
2026 Q1	$274K	Sell	1,129 -48	-4%	-$13K	0.05%	201
2025 Q4	$348K	Sell	1,177 -48	-4%	-$14.4K	0.06%	185
2025 Q3	$346K	Buy	1,225 +74	+6%	+$19.4K	0.07%	160
2025 Q2	$339K	Buy	1,151 +30	+3%	+$7.73K	0.08%	151
2025 Q1	$279K	Buy	1,121 +51	+5%	+$12.5K	0.08%	155
2024 Q4	$235K	Buy	+1,070	New	+$238K	0.08%	171
2024 Q2	–	Sell	-3,431	Closed	-$655K	–	116
2024 Q1	$655K	Buy	+3,431	New	+$626K	0.54%	43

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Encompass More Asset Management's IBM Position: Q2 2026 in Review

Encompass More Asset Management reduced its IBM (IBM) stake by 2.7% in Q2 2026, selling an estimated $7.56K and leaving 1,099 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #216.

Encompass More Asset Management first reported a position in IBM in Q1 2024 and has held it in 8 quarters since. The position peaked at $655K in Q1 2024. 627 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Encompass More Asset Management held 1,099 shares of IBM worth $309K as of Q2 2026.
Encompass More Asset Management sold 30 IBM shares in Q2 2026, an estimated $7.56K.
IBM made up 0.05% of Encompass More Asset Management's portfolio in Q2 2026, its #216 holding.
Encompass More Asset Management first reported a position in IBM in Q1 2024 and has held it in 8 quarters since.
Encompass More Asset Management's IBM position peaked at $655K in Q1 2024.
627 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.