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Evelyn Partners Investment Management’s IBM IBM Stock Holding History

Evelyn Partners Investment 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 		$2.14M Sell
8,809
-85
-1% -$23K 0.06% 99
2025
Q4 		$2.63M Sell
8,894
-281
-3% -$84.2K 0.07% 93
2025
Q3 		$2.59M Sell
9,175
-175
-2% -$45.8K 0.07% 95
2025
Q2 		$2.76M Sell
9,350
-280
-3% -$72.1K 0.08% 94
2025
Q1 		$2.39M Sell
9,630
-718
-7% -$176K 0.08% 93
2024
Q4 		$2.27M Buy
+10,348
New +$2.3M 0.07% 95

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's IBM Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its IBM (IBM) stake by 0.96% in Q1 2026, selling an estimated $23K and leaving 8,809 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #99.

Evelyn Partners Investment Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.76M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evelyn Partners Investment Management held 8,809 shares of IBM worth $2.14M as of Q1 2026.
  • Evelyn Partners Investment Management sold 85 IBM shares in Q1 2026, an estimated $23K.
  • IBM made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #99 holding.
  • Evelyn Partners Investment Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's IBM position peaked at $2.76M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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