EFG
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Everhart Financial Group’s IBM IBM Stock Holding History

Everhart 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 		$2.13M Sell
7,582
-732
-9% -$184K 0.14% 79
2026
Q1 		$2.02M Buy
8,314
+437
+6% +$118K 0.17% 78
2025
Q4 		$2.33M Buy
7,877
+692
+10% +$207K 0.22% 58
2025
Q3 		$2.03M Sell
7,185
-10
-0.1% -$2.62K 0.2% 57
2025
Q2 		$2.12M Buy
7,195
+760
+12% +$196K 0.25% 53
2025
Q1 		$1.6M Buy
6,435
+326
+5% +$79.7K 0.22% 62
2024
Q4 		$1.34M Buy
6,109
+484
+9% +$108K 0.28% 67
2024
Q3 		$1.24M Buy
5,625
+732
+15% +$144K 0.28% 70
2024
Q2 		$847K Buy
4,893
+375
+8% +$65.2K 0.22% 97
2024
Q1 		$863K Buy
4,518
+321
+8% +$58.6K 0.25% 79
2023
Q4 		$686K Buy
4,197
+310
+8% +$46.8K 0.24% 83
2023
Q3 		$545K Buy
3,887
+390
+11% +$55.5K 0.23% 88
2023
Q2 		$468K Buy
3,497
+304
+10% +$39.2K 0.19% 103
2023
Q1 		$419K Sell
3,193
-96
-3% -$12.8K 0.19% 102
2022
Q4 		$463K Buy
3,289
+65
+2% +$8.97K 0.23% 88
2022
Q3 		$383K Sell
3,224
-849
-21% -$111K 0.21% 94
2022
Q2 		$575K Buy
4,073
+2,063
+103% +$278K 0.35% 64
2022
Q1 		$261K Buy
+2,010
New +$262K 0.15% 100

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Everhart Financial Group reduced its IBM (IBM) stake by 8.8% in Q2 2026, selling an estimated $184K and leaving 7,582 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #79.

Everhart Financial Group first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.33M in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Everhart Financial Group held 7,582 shares of IBM worth $2.13M as of Q2 2026.
  • Everhart Financial Group sold 732 IBM shares in Q2 2026, an estimated $184K.
  • IBM made up 0.14% of Everhart Financial Group's portfolio in Q2 2026, its #79 holding.
  • Everhart Financial Group first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Everhart Financial Group's IBM position peaked at $2.33M in Q4 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.