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Evergreen Private Wealth’s IBM IBM Stock Holding History

Evergreen Private Wealth’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 		$245K Hold
872
– – 0.09% 63
2026
Q1 		$211K Hold
872
– – 0.09% 61
2025
Q4 		$258K Hold
872
– – 0.1% 60
2025
Q3 		$246K Buy
872
+14
+2% +$3.67K 0.1% 60
2025
Q2 		$253K Buy
858
+23
+3% +$5.93K 0.11% 59
2025
Q1 		$208K Hold
835
– – 0.1% 68
2024
Q4 		$184K Hold
835
– – 0.09% 70
2024
Q3 		$185K Hold
835
– – 0.09% 70
2024
Q2 		$144K Hold
835
– – 0.07% 80
2024
Q1 		$159K Hold
835
– – 0.08% 77
2023
Q4 		$137K Buy
+835
New +$126K 0.07% 80

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Private Wealth's IBM Position: Q2 2026 in Review

Evergreen Private Wealth held its IBM (IBM) position steady in Q2 2026 at 872 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #63.

Evergreen Private Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $258K in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Evergreen Private Wealth held 872 shares of IBM worth $245K as of Q2 2026.
  • Evergreen Private Wealth left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.09% of Evergreen Private Wealth's portfolio in Q2 2026, its #63 holding.
  • Evergreen Private Wealth first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's IBM position peaked at $258K in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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