Enzi Wealth’s IBM IBM Stock Holding History

Enzi 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	$279K	Sell	1,288 -204	-14%	-$51.4K	0.09%	59
2026 Q1	$362K	Buy	1,492 +108	+8%	+$29.2K	0.13%	47
2025 Q4	$428K	Buy	1,384 +1	+0.1%	+$299	0.15%	46
2025 Q3	$382K	Buy	1,383 +3	+0.2%	+$785	0.13%	47
2025 Q2	$391K	Buy	1,380 +2	+0.1%	+$515	0.14%	47
2025 Q1	$316K	Sell	1,378 -4	-0.3%	-$978	0.13%	49
2024 Q4	$308K	Buy	1,382 +414	+43%	+$92.2K	0.12%	53
2024 Q3	$228K	Buy	+968	New	+$190K	0.09%	63

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Enzi Wealth's IBM Position: Q2 2026 in Review

Enzi Wealth reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $51.4K and leaving 1,288 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #59.

Enzi Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $428K in Q4 2025. 2,007 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Enzi Wealth held 1,288 shares of IBM worth $279K as of Q2 2026.
Enzi Wealth sold 204 IBM shares in Q2 2026, an estimated $51.4K.
IBM made up 0.09% of Enzi Wealth's portfolio in Q2 2026, its #59 holding.
Enzi Wealth first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Enzi Wealth's IBM position peaked at $428K in Q4 2025.
2,007 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.