EWM
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Evermay Wealth Management’s IBM IBM Stock Holding History

Evermay Wealth 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
Q1 		$610K Hold
2,517
– – 0.07% 116
2025
Q4 		$746K Buy
2,517
+53
+2% +$15.9K 0.08% 103
2025
Q3 		$695K Sell
2,464
-25
-1% -$6.54K 0.08% 108
2025
Q2 		$734K Hold
2,489
– – 0.09% 103
2025
Q1 		$619K Buy
2,489
+1,513
+155% +$370K 0.08% 111
2024
Q4 		$215K Hold
976
– – 0.03% 187
2024
Q3 		$216K Sell
976
-418
-30% -$82K 0.03% 191
2024
Q2 		$241K Buy
1,394
+178
+15% +$30.9K 0.04% 180
2024
Q1 		$232K Buy
1,216
+553
+83% +$101K 0.04% 184
2023
Q4 		$108K Sell
663
-24
-3% -$3.63K 0.02% 251
2023
Q3 		$96.4K Sell
687
-50
-7% -$7.11K 0.02% 242
2023
Q2 		$98.6K Sell
737
-81
-10% -$10.5K 0.02% 247
2023
Q1 		$107K Hold
818
– – 0.02% 231
2022
Q4 		$115K Sell
818
-34
-4% -$4.69K 0.02% 212
2022
Q3 		$101K Hold
852
– – 0.02% 210
2022
Q2 		$120K Buy
852
+84
+11% +$11.3K 0.02% 199
2022
Q1 		$100K Sell
768
-4,618
-86% -$602K 0.02% 253
2021
Q4 		$720K Sell
5,386
-580
-10% -$72.7K 0.13% 64
2021
Q3 		$792K Sell
5,966
-157
-3% -$21K 0.15% 54
2021
Q2 		$858K Sell
6,123
-236
-4% -$32.3K 0.16% 61
2021
Q1 		$810K Buy
6,359
+1
+0% +$120 0.16% 60
2020
Q4 		$765K Sell
6,358
-149
-2% -$17.2K 0.17% 61
2020
Q3 		$757K Buy
6,507
+621
+11% +$73.1K 0.19% 58
2020
Q2 		$680K Buy
5,886
+331
+6% +$38.4K 0.18% 62
2020
Q1 		$589K Buy
5,555
+172
+3% +$21.8K 0.18% 60
2019
Q4 		$690K Sell
5,383
-31
-0.6% -$4.03K 0.17% 63
2019
Q3 		$753K Buy
5,414
+38
+0.7% +$5.13K 0.21% 54
2019
Q2 		$709K Sell
5,376
-1,022
-16% -$134K 0.2% 53
2019
Q1 		$863K Buy
6,398
+209
+3% +$26.6K 0.24% 48
2018
Q4 		$673K Sell
6,189
-453
-7% -$54.4K 0.22% 50
2018
Q3 		$960K Sell
6,642
-1,297
-16% -$181K 0.3% 38
2018
Q2 		$1.06M Sell
7,939
-293
-4% -$40.9K 0.35% 33
2018
Q1 		$1.21M Buy
8,232
+223
+3% +$33.7K 0.42% 30
2017
Q4 		$1.18M Buy
8,009
+1,092
+16% +$159K 0.43% 28
2017
Q3 		$959K Sell
6,917
-17
-0.2% -$2.37K 0.42% 24
2017
Q2 		$1.02M Sell
6,934
-48
-0.7% -$7.24K 0.45% 23
2017
Q1 		$1.16M Hold
6,982
– – 0.52% 21
2016
Q4 		$1.11M Sell
6,982
-105
-1% -$16K 0.54% 20
2016
Q3 		$1.08M Sell
7,087
-69
-1% -$10.5K 0.54% 20
2016
Q2 		$1.04M Sell
7,156
-104
-1% -$14.9K 0.54% 20
2016
Q1 		$1.05M Buy
7,260
+384
+6% +$49K 0.59% 20
2015
Q4 		$905K Sell
6,876
-300
-4% -$40.3K 0.53% 22
2015
Q3 		$995K Buy
7,176
+37
+0.5% +$5.46K 0.6% 19
2015
Q2 		$1.11M Sell
7,139
-226
-3% -$36.3K 0.66% 18
2015
Q1 		$1.13M Sell
7,365
-49
-0.7% -$7.43K 0.67% 18
2014
Q4 		$1.14M Sell
7,414
-160
-2% -$25.5K 0.74% 16
2014
Q3 		$1.38M Sell
7,574
-127
-2% -$23.1K 1.18% 13
2014
Q2 		$1.33M Buy
7,701
+5,749
+295% +$1.03M 1.15% 13
2014
Q1 		$359K Buy
+1,952
New +$344K 0.38% 40

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

Evermay Wealth Management's IBM Position: Q1 2026 in Review

Evermay Wealth Management held its IBM (IBM) position steady in Q1 2026 at 2,517 shares worth $610K. The position accounts for 0.07% of the portfolio, ranked #116.

Evermay Wealth Management first reported a position in IBM in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.38M in Q3 2014. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evermay Wealth Management held 2,517 shares of IBM worth $610K as of Q1 2026.
  • Evermay Wealth Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.07% of Evermay Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Evermay Wealth Management first reported a position in IBM in Q1 2014 and has held it in 49 quarters since.
  • Evermay Wealth Management's IBM position peaked at $1.38M in Q3 2014.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.