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Wealth Enhancement Trust Services’s IBM IBM Stock Holding History

Wealth Enhancement Trust Services’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 		$803K Sell
2,856
-148
-5% -$37.3K 0.09% 173
2026
Q1 		$728K Buy
3,004
+1,015
+51% +$275K 0.09% 181
2025
Q4 		$589K Buy
+1,989
New +$596K 0.07% 189

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealth Enhancement Trust Services's IBM Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its IBM (IBM) stake by 4.9% in Q2 2026, selling an estimated $37.3K and leaving 2,856 shares worth $803K. The position accounts for 0.09% of the portfolio, ranked #173.

Wealth Enhancement Trust Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. 2,957 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,856 shares of IBM worth $803K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 148 IBM shares in Q2 2026, an estimated $37.3K.
  • IBM made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #173 holding.
  • Wealth Enhancement Trust Services first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • 2,957 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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