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Enterprise Bank & Trust’s IBM IBM Stock Holding History

Enterprise Bank & Trust’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
2025
Q2 		$584K Hold
1,980
– – 0.22% 77
2025
Q1 		$492K Hold
1,980
– – 0.19% 82
2024
Q4 		$435K Buy
1,980
+21
+1% +$4.68K 0.14% 87
2024
Q3 		$433K Buy
1,959
+15
+0.8% +$2.94K 0.14% 84
2024
Q2 		$336K Buy
1,944
+33
+2% +$5.73K 0.11% 92
2024
Q1 		$365K Buy
1,911
+4
+0.2% +$730 0.13% 89
2023
Q4 		$312K Buy
+1,907
New +$288K 0.11% 98

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Enterprise Bank & Trust's IBM Position: Q2 2025 in Review

Enterprise Bank & Trust held its IBM (IBM) position steady in Q2 2025 at 1,980 shares worth $584K. The position accounts for 0.22% of the portfolio, ranked #77.

Enterprise Bank & Trust first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Enterprise Bank & Trust held 1,980 shares of IBM worth $584K as of Q2 2025.
  • Enterprise Bank & Trust left its IBM share count unchanged in Q2 2025.
  • IBM made up 0.22% of Enterprise Bank & Trust's portfolio in Q2 2025, its #77 holding.
  • Enterprise Bank & Trust first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.