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Evergreen Capital Management’s IBM IBM Stock Holding History

Evergreen Capital 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
Q2 		$3.53M Sell
12,569
-6,434
-34% -$1.62M 0.06% 251
2026
Q1 		$4.61M Buy
19,003
+3,848
+25% +$1.04M 0.1% 205
2025
Q4 		$4.49M Buy
15,155
+1,374
+10% +$411K 0.1% 198
2025
Q3 		$3.89M Buy
13,781
+1,177
+9% +$308K 0.09% 198
2025
Q2 		$3.72M Buy
12,604
+704
+6% +$181K 0.11% 188
2025
Q1 		$2.96M Sell
11,900
-203
-2% -$49.7K 0.1% 204
2024
Q4 		$2.66M Sell
12,103
-223
-2% -$49.7K 0.09% 217
2024
Q3 		$2.72M Sell
12,326
-361
-3% -$70.8K 0.09% 215
2024
Q2 		$2.19M Buy
12,687
+1,768
+16% +$307K 0.08% 227
2024
Q1 		$2.09M Sell
10,919
-716
-6% -$131K 0.08% 226
2023
Q4 		$1.9M Sell
11,635
-243
-2% -$36.7K 0.08% 229
2023
Q3 		$1.67M Buy
11,878
+152
+1% +$21.6K 0.07% 237
2023
Q2 		$1.57M Buy
11,726
+2,419
+26% +$312K 0.07% 235
2023
Q1 		$1.22M Sell
9,307
-2,402
-21% -$321K 0.05% 264
2022
Q4 		$1.65M Buy
11,709
+3,174
+37% +$438K 0.08% 229
2022
Q3 		$1.01M Buy
8,535
+2,428
+40% +$319K 0.05% 261
2022
Q2 		$863K Sell
6,107
-2,202
-27% -$297K 0.04% 267
2022
Q1 		$1.08M Sell
8,309
-1,118
-12% -$146K 0.04% 279
2021
Q4 		$1.26M Sell
9,427
-1,179
-11% -$148K 0.05% 258
2021
Q3 		$1.41M Buy
10,606
+1,751
+20% +$234K 0.06% 245
2021
Q2 		$1.24M Buy
8,855
+358
+4% +$49K 0.06% 250
2021
Q1 		$1.08M Sell
8,497
-9,166
-52% -$1.1M 0.06% 252
2020
Q4 		$2.13M Sell
17,663
-4,918
-22% -$568K 0.12% 166
2020
Q3 		$2.63M Buy
22,581
+524
+2% +$61.7K 0.18% 125
2020
Q2 		$2.55M Buy
22,057
+1,936
+10% +$225K 0.19% 118
2020
Q1 		$2.13M Buy
20,121
+7,917
+65% +$1M 0.2% 103
2019
Q4 		$1.56M Buy
12,204
+3,458
+40% +$449K 0.13% 143
2019
Q3 		$1.22M Sell
8,746
-686
-7% -$92.5K 0.11% 146
2019
Q2 		$1.24M Buy
9,432
+1,536
+19% +$202K 0.12% 139
2019
Q1 		$1.06M Sell
7,896
-163
-2% -$20.8K 0.11% 149
2018
Q4 		$876K Sell
8,059
-426
-5% -$51.1K 0.09% 161
2018
Q3 		$1.23M Buy
8,485
+201
+2% +$28.1K 0.11% 145
2018
Q2 		$1.11M Sell
8,284
-447
-5% -$62.3K 0.1% 142
2018
Q1 		$1.28M Buy
8,731
+646
+8% +$97.7K 0.12% 127
2017
Q4 		$1.19M Buy
+8,085
New +$1.18M 0.12% 126
2017
Q3 		– Sell
-5,164
Closed -$759K – 192
2017
Q2 		$759K Buy
5,164
+844
+20% +$127K 0.12% 92
2017
Q1 		$719K Sell
4,320
-519
-11% -$87K 0.15% 79
2016
Q4 		$768K Buy
4,839
+101
+2% +$15.4K 0.15% 84
2016
Q3 		$720K Hold
4,738
– – 0.14% 76
2016
Q2 		$688K Hold
4,738
– – 0.15% 71
2016
Q1 		$686K Hold
4,738
– – 0.16% 68
2015
Q4 		$623K Sell
4,738
-121
-2% -$16.3K 0.15% 71
2015
Q3 		$673K Buy
4,859
+178
+4% +$26.3K 0.17% 69
2015
Q2 		$728K Sell
4,681
-10
-0.2% -$1.61K 0.18% 71
2015
Q1 		$720K Sell
4,691
-434
-8% -$65.8K 0.16% 77
2014
Q4 		$930K Hold
5,125
– – 0.18% 78
2014
Q3 		$930K Sell
5,125
-22,216
-81% -$4.05M 0.18% 79
2014
Q2 		$4.74M Buy
27,341
+700
+3% +$126K 0.93% 36
2014
Q1 		$4.9M Buy
26,641
+11
+0% +$1.94K 0.99% 34
2013
Q4 		$4.78M Buy
26,630
+68
+0.3% +$11.7K 0.87% 41
2013
Q3 		$4.7M Buy
26,562
+89
+0.3% +$16.2K 0.76% 48
2013
Q2 		$4.84M Buy
+26,473
New +$5.16M 0.74% 49

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Evergreen Capital Management's IBM Position: Q2 2026 in Review

Evergreen Capital Management reduced its IBM (IBM) stake by 34% in Q2 2026, selling an estimated $1.62M and leaving 12,569 shares worth $3.53M. The position accounts for 0.06% of the portfolio, ranked #251.

Evergreen Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.9M in Q1 2014. 1,941 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Evergreen Capital Management held 12,569 shares of IBM worth $3.53M as of Q2 2026.
  • Evergreen Capital Management sold 6,434 IBM shares in Q2 2026, an estimated $1.62M.
  • IBM made up 0.06% of Evergreen Capital Management's portfolio in Q2 2026, its #251 holding.
  • Evergreen Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Evergreen Capital Management's IBM position peaked at $4.9M in Q1 2014.
  • 1,941 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.