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Endeavor Private Wealth’s IBM IBM Stock Holding History

Endeavor Private Wealth’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 		$834K Sell
2,967
-30
-1% -$7.56K 0.2% 95
2026
Q1 		$726K Sell
2,997
-53
-2% -$14.3K 0.21% 91
2025
Q4 		$904K Buy
3,050
+27
+0.9% +$8.09K 0.26% 82
2025
Q3 		$853K Buy
+3,023
New +$791K 0.26% 81

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Endeavor Private Wealth's IBM Position: Q2 2026 in Review

Endeavor Private Wealth reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $7.56K and leaving 2,967 shares worth $834K. The position accounts for 0.2% of the portfolio, ranked #95.

Endeavor Private Wealth first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $904K in Q4 2025. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Endeavor Private Wealth held 2,967 shares of IBM worth $834K as of Q2 2026.
  • Endeavor Private Wealth sold 30 IBM shares in Q2 2026, an estimated $7.56K.
  • IBM made up 0.2% of Endeavor Private Wealth's portfolio in Q2 2026, its #95 holding.
  • Endeavor Private Wealth first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Endeavor Private Wealth's IBM position peaked at $904K in Q4 2025.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.