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EF
Evanson Financial’s
IBM
IBM
Stock Holding History
Evanson Financial’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
$725K
Buy
+2,579
New
+$650K
0.04%
170
Other funds holding IBM
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
CNB
Czech National Bank
Prague, Czech Republic
$18.3B AUM
43.04%
1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management
Stockholm, Sweden
$4.3B AUM
29.55%
1-Year Est. Return
HCM
Hamlin Capital Management
New York
$4.45B AUM
22.95%
1-Year Est. Return
P
PensionDanmark
Copenhagen O, Denmark
$12B AUM
AHB
Abner Herrman & Brock
Jersey City, New Jersey
$1.05B AUM
42.66%
1-Year Est. Return
AIP
ARS Investment Partners
New York
$2.29B AUM
113.95%
1-Year Est. Return
Assenagon Asset Management
Senningerberg, Luxembourg
$77B AUM
50.57%
1-Year Est. Return
NRS
Neville Rodie & Shaw
New York
$1.55B AUM
46.95%
1-Year Est. Return
JC
Jacobs & Co
San Francisco, California
$1.17B AUM
37.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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