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Evelyn Partners Investment Management (Europe)’s IBM IBM Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$114K Hold
470
– – 0.04% 106
2025
Q4 		$139K Hold
470
– – 0.05% 97
2025
Q3 		$133K Hold
470
– – 0.05% 97
2025
Q2 		$139K Hold
470
– – 0.05% 93
2025
Q1 		$117K Hold
470
– – 0.04% 95
2024
Q4 		$103K Buy
+470
New +$105K 0.04% 96

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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

Evelyn Partners Investment Management (Europe)'s IBM Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its IBM (IBM) position steady in Q1 2026 at 470 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #106.

Evelyn Partners Investment Management (Europe) first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $139K in Q4 2025. 3,474 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 470 shares of IBM worth $114K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.04% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #106 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s IBM position peaked at $139K in Q4 2025.
  • 3,474 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.