EP Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Sell |
51,382
-2,368
| -4% | -$641K | 0.06% | 193 |
|
|
2025
Q4 | $15.9M | Buy |
+53,750
| New | +$16.1M | 0.08% | 153 |
|
|
2025
Q2 | $13.7M | Buy |
46,361
+6,894
| +17% | +$1.78M | 0.09% | 157 |
|
|
2025
Q1 | $9.81M | Sell |
39,467
-1,667
| -4% | -$408K | 0.08% | 152 |
|
|
2024
Q4 | $9.04M | Buy |
41,134
+6,053
| +17% | +$1.35M | 0.07% | 154 |
|
|
2024
Q3 | $7.76M | Buy |
35,081
+3,600
| +11% | +$706K | 0.07% | 173 |
|
|
2024
Q2 | $5.44M | Buy |
31,481
+3,208
| +11% | +$557K | 0.06% | 174 |
|
|
2024
Q1 | $5.4M | Buy |
28,273
+1,935
| +7% | +$353K | 0.06% | 164 |
|
|
2023
Q4 | $4.31M | Sell |
26,338
-308
| -1% | -$46.5K | 0.05% | 179 |
|
|
2023
Q3 | $3.74M | Sell |
26,646
-71,379
| -73% | -$10.2M | 0.06% | 179 |
|
|
2023
Q2 | $3.16M | Sell |
98,025
-19,655
| -17% | -$2.54M | 0.05% | 198 |
|
|
2023
Q1 | $2.72M | Buy |
117,680
+99,242
| +538% | +$13.3M | 0.05% | 201 |
|
|
2022
Q4 | $2.6M | Sell |
18,438
-1,089
| -6% | -$150K | 0.05% | 194 |
|
|
2022
Q3 | $2.32M | Buy |
19,527
+7,043
| +56% | +$924K | 0.05% | 180 |
|
|
2022
Q2 | $1.76M | Buy |
12,484
+627
| +5% | +$84.6K | 0.04% | 208 |
|
|
2022
Q1 | $1.54M | Buy |
11,857
+1,105
| +10% | +$144K | 0.03% | 222 |
|
|
2021
Q4 | $1.44M | Sell |
10,752
-297
| -3% | -$37.3K | 0.03% | 217 |
|
|
2021
Q3 | $1.47M | Buy |
11,049
+537
| +5% | +$71.8K | 0.04% | 198 |
|
|
2021
Q2 | $1.47M | Buy |
10,512
+1,635
| +18% | +$224K | 0.04% | 207 |
|
|
2021
Q1 | $1.13M | Buy |
8,877
+1,288
| +17% | +$154K | 0.04% | 217 |
|
|
2020
Q4 | $913K | Buy |
+7,589
| New | +$877K | 0.03% | 202 |
|
|
2020
Q3 | – | Sell |
-7,789
| Closed | -$899K | – | 360 |
|
|
2020
Q2 | $899K | Sell |
7,789
-1,328
| -15% | -$154K | 0.04% | 186 |
|
|
2020
Q1 | $967K | Sell |
9,117
-709
| -7% | -$89.7K | 0.05% | 168 |
|
|
2019
Q4 | $1.26M | Buy |
9,826
+227
| +2% | +$29.5K | 0.05% | 163 |
|
|
2019
Q3 | $1.33M | Buy |
9,599
+677
| +8% | +$91.3K | 0.07% | 125 |
|
|
2019
Q2 | $1.18M | Buy |
8,922
+2,114
| +31% | +$278K | 0.07% | 116 |
|
|
2019
Q1 | $918K | Sell |
6,808
-661
| -9% | -$84.3K | 0.09% | 118 |
|
|
2018
Q4 | $812K | Sell |
7,469
-21
| -0.3% | -$2.52K | 0.06% | 137 |
|
|
2018
Q3 | $1.08M | Sell |
7,490
-857
| -10% | -$120K | 0.08% | 111 |
|
|
2018
Q2 | $1.11M | Sell |
8,347
-52
| -0.6% | -$7.25K | 0.11% | 80 |
|
|
2018
Q1 | $1.23M | Buy |
8,399
+1,093
| +15% | +$165K | 0.12% | 85 |
|
|
2017
Q4 | $1.07M | Buy |
7,306
+158
| +2% | +$23K | 0.11% | 78 |
|
|
2017
Q3 | $991K | Sell |
7,148
-1,870
| -21% | -$261K | 0.11% | 80 |
|
|
2017
Q2 | $1.33M | Sell |
9,018
-1,211
| -12% | -$183K | 0.16% | 76 |
|
|
2017
Q1 | $1.7M | Buy |
10,229
+40
| +0.4% | +$6.71K | 0.23% | 47 |
|
|
2016
Q4 | $1.59M | Sell |
10,189
-103
| -1% | -$15.7K | 0.23% | 49 |
|
|
2016
Q3 | $1.56M | Buy |
10,292
+572
| +6% | +$86.8K | 0.24% | 45 |
|
|
2016
Q2 | $1.41M | Sell |
9,720
-614
| -6% | -$87.9K | 0.22% | 49 |
|
|
2016
Q1 | $1.5M | Buy |
10,334
+2,448
| +31% | +$313K | 0.23% | 46 |
|
|
2015
Q4 | $1.04M | Sell |
7,886
-34
| -0.4% | -$4.57K | 0.17% | 68 |
|
|
2015
Q3 | $1.1M | Buy |
7,920
+646
| +9% | +$95.4K | 0.21% | 57 |
|
|
2015
Q2 | $1.13M | Sell |
7,274
-996
| -12% | -$160K | 0.21% | 45 |
|
|
2015
Q1 | $1.27M | Buy |
8,270
+2,048
| +33% | +$311K | 0.24% | 45 |
|
|
2014
Q4 | $954K | Buy |
6,222
+107
| +2% | +$17K | 0.16% | 63 |
|
|
2014
Q3 | $1.11M | Sell |
6,115
-736
| -11% | -$134K | 0.18% | 47 |
|
|
2014
Q2 | $1.19M | Buy |
6,851
+534
| +8% | +$96.1K | 0.28% | 43 |
|
|
2014
Q1 | $1.16M | Buy |
6,317
+89
| +1% | +$15.7K | 0.32% | 40 |
|
|
2013
Q4 | $1.12M | Sell |
6,228
-1,915
| -24% | -$330K | 0.29% | 45 |
|
|
2013
Q3 | $1.44M | Buy |
8,143
+503
| +7% | +$91.4K | 0.45% | 37 |
|
|
2013
Q2 | $1.4M | Buy |
+7,640
| New | +$1.49M | 0.5% | 33 |
|
Other funds holding IBM
VCM
VPM
EP Wealth Advisors's IBM Position: Q1 2026 in Review
EP Wealth Advisors reduced its IBM (IBM) stake by 4.4% in Q1 2026, selling an estimated $641K and leaving 51,382 shares worth $12.5M. The position accounts for 0.06% of the portfolio, ranked #193.
EP Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $15.9M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- EP Wealth Advisors held 51,382 shares of IBM worth $12.5M as of Q1 2026.
- EP Wealth Advisors sold 2,368 IBM shares in Q1 2026, an estimated $641K.
- IBM made up 0.06% of EP Wealth Advisors's portfolio in Q1 2026, its #193 holding.
- EP Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
- EP Wealth Advisors's IBM position peaked at $15.9M in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.