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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
Q2 		$2.25M Buy
9,495
+626
+7% +$158K 0.12% 131
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 $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 Wealth Solutions's IBM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its IBM (IBM) stake by 7.1% in Q2 2026, buying an estimated $158K and bringing the position to 9,495 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #131.

Evergreen Wealth Solutions first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Evergreen Wealth Solutions held 9,495 shares of IBM worth $2.25M as of Q2 2026.
  • Evergreen Wealth Solutions bought 626 IBM shares in Q2 2026, an estimated $158K.
  • IBM made up 0.12% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #131 holding.
  • Evergreen Wealth Solutions first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.