EWM
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Elevatus Welath Management’s IBM IBM Stock Holding History

Elevatus Welath Management’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 		– Sell
-684
Closed -$203K – 155
2025
Q4 		$203K Buy
+684
New +$205K 0.06% 153
2025
Q2 		– Sell
-11,089
Closed -$2.76M – 123
2025
Q1 		$2.76M Sell
11,089
-11,495
-51% -$2.81M 1.56% 14
2024
Q4 		$4.96M Sell
22,584
-10,107
-31% -$2.25M 1.7% 17
2024
Q3 		$7.23M Buy
+32,691
New +$6.41M 2.36% 13

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