Evercore Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Buy |
62,801
+5,196
| +9% | +$1.41M | 0.24% | 56 |
|
|
2025
Q4 | $17.1M | Sell |
57,605
-1,186
| -2% | -$355K | 0.25% | 55 |
|
|
2025
Q3 | $16.6M | Sell |
58,791
-619
| -1% | -$162K | 0.24% | 55 |
|
|
2025
Q2 | $17.5M | Buy |
59,410
+7,207
| +14% | +$1.86M | 0.27% | 50 |
|
|
2025
Q1 | $13M | Sell |
52,203
-2,580
| -5% | -$631K | 0.21% | 57 |
|
|
2024
Q4 | $12M | Buy |
54,783
+1,740
| +3% | +$388K | 0.18% | 60 |
|
|
2024
Q3 | $11.7M | Buy |
53,043
+2,309
| +5% | +$453K | 0.18% | 58 |
|
|
2024
Q2 | $8.77M | Buy |
50,734
+1,948
| +4% | +$338K | 0.14% | 75 |
|
|
2024
Q1 | $9.32M | Buy |
48,786
+1,334
| +3% | +$243K | 0.15% | 71 |
|
|
2023
Q4 | $7.76M | Buy |
47,452
+2,789
| +6% | +$421K | 0.13% | 74 |
|
|
2023
Q3 | $6.27M | Buy |
44,663
+3,217
| +8% | +$458K | 0.12% | 79 |
|
|
2023
Q2 | $5.55M | Buy |
41,446
+17,175
| +71% | +$2.22M | 0.1% | 89 |
|
|
2023
Q1 | $3.18M | Buy |
24,271
+6,858
| +39% | +$917K | 0.06% | 118 |
|
|
2022
Q4 | $2.45M | Sell |
17,413
-2,640
| -13% | -$364K | 0.05% | 139 |
|
|
2022
Q3 | $2.38M | Sell |
20,053
-62
| -0.3% | -$8.14K | 0.05% | 134 |
|
|
2022
Q2 | $2.84M | Sell |
20,115
-2,579
| -11% | -$348K | 0.06% | 124 |
|
|
2022
Q1 | $2.95M | Buy |
22,694
+20
| +0.1% | +$2.61K | 0.05% | 132 |
|
|
2021
Q4 | $3.03M | Sell |
22,674
-2,451
| -10% | -$307K | 0.05% | 136 |
|
|
2021
Q3 | $3.34M | Buy |
25,125
+162
| +0.6% | +$21.7K | 0.06% | 130 |
|
|
2021
Q2 | $3.5M | Buy |
24,963
+111
| +0.4% | +$15.2K | 0.06% | 129 |
|
|
2021
Q1 | $3.17M | Sell |
24,852
-3,980
| -14% | -$476K | 0.06% | 133 |
|
|
2020
Q4 | $3.47M | Buy |
28,832
+962
| +3% | +$111K | 0.07% | 121 |
|
|
2020
Q3 | $3.24M | Buy |
27,870
+916
| +3% | +$108K | 0.08% | 113 |
|
|
2020
Q2 | $3.11M | Buy |
26,954
+300
| +1% | +$34.8K | 0.08% | 111 |
|
|
2020
Q1 | $2.83M | Sell |
26,654
-12,610
| -32% | -$1.59M | 0.09% | 106 |
|
|
2019
Q4 | $5.03M | Buy |
39,264
+13,337
| +51% | +$1.73M | 0.14% | 91 |
|
|
2019
Q3 | $3.6M | Sell |
25,927
-1,038
| -4% | -$140K | 0.11% | 109 |
|
|
2019
Q2 | $3.56M | Buy |
26,965
+451
| +2% | +$59.2K | 0.11% | 107 |
|
|
2019
Q1 | $3.58M | Buy |
26,514
+312
| +1% | +$39.8K | 0.12% | 103 |
|
|
2018
Q4 | $2.85M | Sell |
26,202
-3,290
| -11% | -$395K | 0.11% | 105 |
|
|
2018
Q3 | $4.26M | Sell |
29,492
-809
| -3% | -$113K | 0.14% | 96 |
|
|
2018
Q2 | $4.05M | Buy |
30,301
+5,087
| +20% | +$709K | 0.14% | 97 |
|
|
2018
Q1 | $3.7M | Sell |
25,214
-1,393
| -5% | -$211K | 0.14% | 96 |
|
|
2017
Q4 | $3.9M | Sell |
26,607
-3,007
| -10% | -$437K | 0.15% | 93 |
|
|
2017
Q3 | $4.11M | Sell |
29,614
-1,721
| -5% | -$240K | 0.16% | 90 |
|
|
2017
Q2 | $4.61M | Sell |
31,335
-1,392
| -4% | -$210K | 0.18% | 89 |
|
|
2017
Q1 | $5.45M | Sell |
32,727
-1,480
| -4% | -$248K | 0.21% | 84 |
|
|
2016
Q4 | $5.43M | Buy |
34,207
+1,472
| +4% | +$224K | 0.22% | 80 |
|
|
2016
Q3 | $4.97M | Sell |
32,735
-1,799
| -5% | -$273K | 0.21% | 90 |
|
|
2016
Q2 | $5.01M | Sell |
34,534
-2,946
| -8% | -$422K | 0.22% | 86 |
|
|
2016
Q1 | $5.43M | Sell |
37,480
-1,426
| -4% | -$182K | 0.24% | 81 |
|
|
2015
Q4 | $5.12M | Sell |
38,906
-737
| -2% | -$99K | 0.24% | 87 |
|
|
2015
Q3 | $5.49M | Sell |
39,643
-1,297
| -3% | -$192K | 0.26% | 83 |
|
|
2015
Q2 | $6.36M | Sell |
40,940
-5,950
| -13% | -$956K | 0.29% | 80 |
|
|
2015
Q1 | $7.19M | Sell |
46,890
-5,650
| -11% | -$857K | 0.33% | 72 |
|
|
2014
Q4 | $8.05M | Sell |
52,540
-6,844
| -12% | -$1.09M | 0.4% | 64 |
|
|
2014
Q3 | $10.8M | Sell |
59,384
-820
| -1% | -$149K | 0.54% | 56 |
|
|
2014
Q2 | $10.4M | Buy |
60,204
+1,308
| +2% | +$235K | 0.54% | 57 |
|
|
2014
Q1 | $10.8M | Buy |
58,896
+2,542
| +5% | +$448K | 0.61% | 55 |
|
|
2013
Q4 | $10.1M | Sell |
56,354
-5,138
| -8% | -$886K | 0.56% | 59 |
|
|
2013
Q3 | $10.9M | Sell |
61,492
-15,805
| -20% | -$2.87M | 0.62% | 51 |
|
|
2013
Q2 | $14.1M | Buy |
+77,297
| New | +$15.1M | 0.8% | 41 |
|
Other funds holding IBM
VCM
VPM
Evercore Wealth Management's IBM Position: Q1 2026 in Review
Evercore Wealth Management increased its IBM (IBM) stake by 9% in Q1 2026, buying an estimated $1.41M and bringing the position to 62,801 shares worth $15.2M. The position accounts for 0.24% of the portfolio, ranked #56.
Evercore Wealth Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.5M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Evercore Wealth Management held 62,801 shares of IBM worth $15.2M as of Q1 2026.
- Evercore Wealth Management bought 5,196 IBM shares in Q1 2026, an estimated $1.41M.
- IBM made up 0.24% of Evercore Wealth Management's portfolio in Q1 2026, its #56 holding.
- Evercore Wealth Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Evercore Wealth Management's IBM position peaked at $17.5M in Q2 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.