Evelyn Partners’s IBM IBM Stock Holding History

Evelyn Partners’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 Q3	$1.82M	Sell	8,256 -480	-5%	-$114K	0.03%	163
2026 Q2	$2.46M	Buy	+8,736	New	+$2.2M	0.01%	133

Other funds holding IBM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Evelyn Partners's IBM Position: Q3 2026 in Review

Evelyn Partners reduced its IBM (IBM) stake by 5.5% in Q3 2026, selling an estimated $114K and leaving 8,256 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #163.

Evelyn Partners first reported a position in IBM in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.46M in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Evelyn Partners held 8,256 shares of IBM worth $1.82M as of Q3 2026.
Evelyn Partners sold 480 IBM shares in Q3 2026, an estimated $114K.
IBM made up 0.03% of Evelyn Partners's portfolio in Q3 2026, its #163 holding.
Evelyn Partners first reported a position in IBM in Q2 2026 and has held it in 2 quarters since.
Evelyn Partners's IBM position peaked at $2.46M in Q2 2026.
3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.