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Evelyn Partners Investment Management Services’s IBM IBM Stock Holding History

Evelyn Partners Investment Management Services’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 		$23K Hold
95
– – ﹤0.01% 216
2025
Q4 		$28.1K Sell
95
-150
-61% -$44.9K ﹤0.01% 199
2025
Q3 		$69.1K Buy
245
+150
+158% +$39.3K 0.01% 164
2025
Q2 		$28K Hold
95
– – ﹤0.01% 190
2025
Q1 		$23.6K Sell
95
-137
-59% -$33.5K ﹤0.01% 202
2024
Q4 		$51K Buy
+232
New +$51.7K 0.01% 165

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

Evelyn Partners Investment Management Services's IBM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its IBM (IBM) position steady in Q1 2026 at 95 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Evelyn Partners Investment Management Services first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $69.1K in Q3 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evelyn Partners Investment Management Services held 95 shares of IBM worth $23K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its IBM share count unchanged in Q1 2026.
  • IBM made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #216 holding.
  • Evelyn Partners Investment Management Services first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's IBM position peaked at $69.1K in Q3 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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