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Evanson Asset Management’s IBM IBM Stock Holding History

Evanson Asset 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 		$625K Sell
2,577
-5
-0.2% -$1.35K 0.03% 169
2025
Q4 		$765K Sell
2,582
-97
-4% -$29.1K 0.04% 161
2025
Q3 		$756K Buy
2,679
+4
+0.1% +$1.05K 0.04% 161
2025
Q2 		$788K Buy
2,675
+147
+6% +$37.9K 0.05% 153
2025
Q1 		$629K Buy
2,528
+272
+12% +$66.5K 0.04% 156
2024
Q4 		$496K Buy
2,256
+4
+0.2% +$891 0.03% 177
2024
Q3 		$498K Buy
2,252
+155
+7% +$30.4K 0.04% 180
2024
Q2 		$363K Buy
2,097
+5
+0.2% +$869 0.03% 204
2024
Q1 		$399K Buy
2,092
+260
+14% +$47.4K 0.03% 208
2023
Q4 		$300K Sell
1,832
-157
-8% -$23.7K 0.02% 230
2023
Q3 		$279K Buy
1,989
+187
+10% +$26.6K 0.03% 231
2023
Q2 		$241K Buy
1,802
+71
+4% +$9.16K 0.02% 248
2023
Q1 		$227K Buy
1,731
+6
+0.3% +$803 0.02% 243
2022
Q4 		$243K Buy
+1,725
New +$238K 0.03% 227
2022
Q3 		– Sell
-1,503
Closed -$212K – 266
2022
Q2 		$212K Buy
+1,503
New +$203K 0.02% 242
2022
Q1 		– Sell
-1,990
Closed -$266K – 299
2021
Q4 		$266K Buy
1,990
+312
+19% +$39.1K 0.02% 246
2021
Q3 		$233K Sell
1,678
-18
-1% -$2.41K 0.02% 255
2021
Q2 		$238K Buy
1,696
+4
+0.2% +$547 0.02% 247
2021
Q1 		$216K Buy
+1,692
New +$202K 0.03% 256
2019
Q2 		– Sell
-1,908
Closed -$257K – 243
2019
Q1 		$257K Buy
1,908
+7
+0.4% +$892 0.05% 203
2018
Q4 		$206K Buy
+1,901
New +$228K 0.05% 210
2018
Q3 		– Sell
-3,145
Closed -$420K – 243
2018
Q2 		$420K Sell
3,145
-166
-5% -$23.2K 0.08% 148
2018
Q1 		$486K Sell
3,311
-478
-13% -$72.3K 0.1% 133
2017
Q4 		$556K Sell
3,789
-1,802
-32% -$262K 0.11% 123
2017
Q3 		$775K Buy
5,591
+299
+6% +$41.7K 0.17% 87
2017
Q2 		$778K Sell
5,292
-14
-0.3% -$2.11K 0.18% 87
2017
Q1 		$883K Sell
5,306
-56
-1% -$9.39K 0.22% 78
2016
Q4 		$851K Buy
5,362
+1
+0% +$152 0.24% 74
2016
Q3 		$814K Buy
5,361
+1,099
+26% +$167K 0.23% 77
2016
Q2 		$618K Sell
4,262
-1,547
-27% -$221K 0.19% 88
2016
Q1 		$841K Sell
5,809
-58
-1% -$7.41K 0.29% 68
2015
Q4 		$772K Sell
5,867
-1,287
-18% -$173K 0.28% 71
2015
Q3 		$991K Buy
7,154
+9
+0.1% +$1.33K 0.37% 61
2015
Q2 		$1.11M Buy
7,145
+807
+13% +$130K 0.39% 62
2015
Q1 		$972K Sell
6,338
-469
-7% -$71.1K 0.35% 68
2014
Q4 		$1.04M Buy
6,807
+2,125
+45% +$338K 0.39% 60
2014
Q3 		$850K Sell
4,682
-179
-4% -$32.6K 0.35% 67
2014
Q2 		$842K Buy
4,861
+175
+4% +$31.5K 0.33% 71
2014
Q1 		$862K Buy
4,686
+1
+0% +$176 0.38% 62
2013
Q4 		$840K Buy
+4,685
New +$808K 0.37% 66

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evanson Asset Management's IBM Position: Q1 2026 in Review

Evanson Asset Management reduced its IBM (IBM) stake by 0.19% in Q1 2026, selling an estimated $1.35K and leaving 2,577 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #169.

Evanson Asset Management first reported a position in IBM in Q4 2013 and has held it in 40 quarters since. The position peaked at $1.11M in Q2 2015. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evanson Asset Management held 2,577 shares of IBM worth $625K as of Q1 2026.
  • Evanson Asset Management sold 5 IBM shares in Q1 2026, an estimated $1.35K.
  • IBM made up 0.03% of Evanson Asset Management's portfolio in Q1 2026, its #169 holding.
  • Evanson Asset Management first reported a position in IBM in Q4 2013 and has held it in 40 quarters since.
  • Evanson Asset Management's IBM position peaked at $1.11M in Q2 2015.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.