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Evergreen Wealth Solutions’s IBM IBM Stock Holding History

Evergreen Wealth Solutions’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
Q1 		$2.15M Buy
8,869
+4,103
+86% +$1.11M 0.15% 109
2025
Q4 		$1.41M Buy
4,766
+833
+21% +$249K 0.2% 60
2025
Q3 		$1.11M Sell
3,933
-499
-11% -$131K 0.63% 32
2025
Q2 		$1.31M Sell
4,432
-343
-7% -$88.4K 0.79% 28
2025
Q1 		$1.19M Sell
4,775
-575
-11% -$141K 0.8% 24
2024
Q4 		$1.18M Sell
5,350
-57
-1% -$12.7K 0.82% 23
2024
Q3 		$1.2M Sell
5,407
-1,000
-16% -$196K 0.81% 21
2024
Q2 		$1.11M Buy
6,407
+1,645
+35% +$286K 0.79% 23
2024
Q1 		$909K Sell
4,762
-360
-7% -$65.7K 0.67% 33
2023
Q4 		$838K Buy
5,122
+226
+5% +$34.1K 0.72% 37
2023
Q3 		$687K Buy
4,896
+303
+7% +$43.1K 0.69% 40
2023
Q2 		$615K Buy
4,593
+565
+14% +$72.9K 0.62% 50
2023
Q1 		$528K Sell
4,028
-172
-4% -$23K 0.61% 53
2022
Q4 		$592K Sell
4,200
-379
-8% -$52.3K 0.78% 41
2022
Q3 		$544K Sell
4,579
-1,993
-30% -$262K 0.77% 41
2022
Q2 		$928K Sell
6,572
-260
-4% -$35.1K 1.14% 30
2022
Q1 		$888K Sell
6,832
-15
-0.2% -$1.96K 0.86% 31
2021
Q4 		$915K Buy
+6,847
New +$859K 0.83% 36

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Wealth Solutions's IBM Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its IBM (IBM) stake by 86% in Q1 2026, buying an estimated $1.11M and bringing the position to 8,869 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #109.

Evergreen Wealth Solutions first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evergreen Wealth Solutions held 8,869 shares of IBM worth $2.15M as of Q1 2026.
  • Evergreen Wealth Solutions bought 4,103 IBM shares in Q1 2026, an estimated $1.11M.
  • IBM made up 0.15% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #109 holding.
  • Evergreen Wealth Solutions first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.