Everest Financial Group’s IBM IBM Stock Holding History

Everest Financial Group’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 Q2	$552K	Sell	1,962 -9	-0.5%	-$2.27K	0.07%	135
2026 Q1	$478K	Buy	+1,971	New	+$533K	0.08%	135

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Everest Financial Group's IBM Position: Q2 2026 in Review

Everest Financial Group reduced its IBM (IBM) stake by 0.46% in Q2 2026, selling an estimated $2.27K and leaving 1,962 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #135.

Everest Financial Group first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Everest Financial Group held 1,962 shares of IBM worth $552K as of Q2 2026.
Everest Financial Group sold 9 IBM shares in Q2 2026, an estimated $2.27K.
IBM made up 0.07% of Everest Financial Group's portfolio in Q2 2026, its #135 holding.
Everest Financial Group first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.