Enterprise Financial Services Corp (EFSC)’s IBM IBM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q1	$1.06M	Buy	4,376 +974	+29%	+$264K	0.54%	41
2025 Q4	$1.01M	Sell	3,402 -9	-0.3%	-$2.69K	0.51%	45
2025 Q3	$962K	Sell	3,411 -416	-11%	-$109K	0.5%	44
2025 Q2	$1.13M	Buy	3,827 +301	+9%	+$77.5K	0.6%	39
2025 Q1	$877K	Sell	3,526 -1,528	-30%	-$374K	0.52%	46
2024 Q4	$1.11M	Buy	5,054 +2,071	+69%	+$461K	0.62%	36
2024 Q3	$659K	Sell	2,983 -91	-3%	-$17.8K	0.38%	62
2024 Q2	$532K	Sell	3,074 -137	-4%	-$23.8K	0.33%	66
2024 Q1	$613K	Buy	3,211 +138	+4%	+$25.2K	0.37%	61
2023 Q4	$503K	Sell	3,073 -21	-0.7%	-$3.17K	0.31%	76
2023 Q3	$434K	Buy	3,094 +76	+3%	+$10.8K	0.3%	75
2023 Q2	$404K	Sell	3,018 -965	-24%	-$125K	0.26%	80
2023 Q1	$522K	Sell	3,983 -96	-2%	-$12.8K	0.34%	66
2022 Q4	$575K	Buy	4,079 +43	+1%	+$5.93K	0.4%	60
2022 Q3	$480K	Sell	4,036 -125	-3%	-$16.4K	0.36%	69
2022 Q2	$587K	Sell	4,161 -230	-5%	-$31K	0.11%	136
2022 Q1	$571K	Buy	4,391 +213	+5%	+$27.8K	0.09%	152
2021 Q4	$558K	Sell	4,178 -2,213	-35%	-$278K	0.09%	167
2021 Q3	$849K	Buy	6,391 +1,890	+42%	+$253K	0.11%	148
2021 Q2	$630K	Sell	4,501 -282	-6%	-$38.6K	0.1%	131
2021 Q1	$609K	Sell	4,783 -39	-0.8%	-$4.67K	0.11%	117
2020 Q4	$580K	Sell	4,822 -210	-4%	-$24.3K	0.11%	115
2020 Q3	$585K	Sell	5,032 -330	-6%	-$38.9K	0.12%	103
2020 Q2	$620K	Buy	5,362 +119	+2%	+$13.8K	0.13%	102
2020 Q1	$556K	Sell	5,243 -74	-1%	-$9.36K	0.14%	100
2019 Q4	$681K	Sell	5,317 -10	-0.2%	-$1.3K	0.15%	98
2019 Q3	$741K	Buy	5,327 +175	+3%	+$23.6K	0.17%	93
2019 Q2	$679K	Sell	5,152 -1,637	-24%	-$215K	0.15%	100
2019 Q1	$916K	Buy	6,789 +1,983	+41%	+$253K	0.2%	81
2018 Q4	$522K	Sell	4,806 -245	-5%	-$29.4K	0.33%	62
2018 Q3	$730K	Buy	5,051 +326	+7%	+$45.6K	0.38%	50
2018 Q2	$631K	Buy	4,725 +19	+0.4%	+$2.65K	0.32%	63
2018 Q1	$690K	Sell	4,706 -383	-8%	-$57.9K	0.36%	61
2017 Q4	$746K	Sell	5,089 -2,271	-31%	-$330K	0.36%	59
2017 Q3	$1.02M	Buy	7,360 +1,106	+18%	+$154K	0.51%	43
2017 Q2	$920K	Buy	6,254 +822	+15%	+$124K	0.46%	45
2017 Q1	$904K	Sell	5,432 -561	-9%	-$94.1K	0.45%	43
2016 Q4	$951K	Buy	5,993 +1,028	+21%	+$157K	0.48%	42
2016 Q3	$754K	Buy	4,965 +115	+2%	+$17.5K	0.43%	50
2016 Q2	$704K	Sell	4,850 -586	-11%	-$83.9K	0.41%	51
2016 Q1	$787K	Buy	5,436 +864	+19%	+$110K	0.47%	43
2015 Q4	$602K	Buy	4,572 +568	+14%	+$76.3K	0.36%	63
2015 Q3	$555K	Sell	4,004 -211	-5%	-$31.2K	0.35%	61
2015 Q2	$656K	Sell	4,215 -6	-0.1%	-$964	0.39%	53
2015 Q1	$648K	Buy	4,221 +242	+6%	+$36.7K	0.38%	51
2014 Q4	$610K	Sell	3,979 -665	-14%	-$106K	0.37%	56
2014 Q3	$843K	Sell	4,644 -46	-1%	-$8.38K	0.53%	37
2014 Q2	$813K	Sell	4,690 -140	-3%	-$25.2K	0.49%	41
2014 Q1	$889K	Sell	4,830 -282	-6%	-$49.6K	0.55%	35
2013 Q4	$917K	Buy	5,112 +694	+16%	+$120K	0.53%	33
2013 Q3	$782K	Sell	4,418 -105	-2%	-$19.1K	0.49%	36
2013 Q2	$826K	Buy	+4,523	New	+$881K	0.57%	32

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IBM Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) increased its IBM (IBM) stake by 29% in Q1 2026, buying an estimated $264K and bringing the position to 4,376 shares worth $1.06M. The position accounts for 0.54% of the portfolio, ranked #41.

Enterprise Financial Services Corp (EFSC) first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.13M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Enterprise Financial Services Corp (EFSC) held 4,376 shares of IBM worth $1.06M as of Q1 2026.
Enterprise Financial Services Corp (EFSC) bought 974 IBM shares in Q1 2026, an estimated $264K.
IBM made up 0.54% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #41 holding.
Enterprise Financial Services Corp (EFSC) first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Enterprise Financial Services Corp (EFSC)'s IBM position peaked at $1.13M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.