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Evernest Financial Advisors’s IBM IBM Stock Holding History

Evernest Financial Advisors’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 		$559K Sell
2,453
-37
-1% -$10K 0.12% 111
2025
Q4 		$738K Sell
2,490
-89
-3% -$26.7K 0.15% 95
2025
Q3 		$728K Buy
2,579
+75
+3% +$19.6K 0.2% 94
2025
Q2 		$738K Buy
2,504
+467
+23% +$120K 0.24% 86
2025
Q1 		$507K Buy
2,037
+269
+15% +$65.8K 0.18% 101
2024
Q4 		$389K Buy
1,768
+242
+16% +$53.9K 0.1% 118
2024
Q3 		$337K Sell
1,526
-21
-1% -$4.12K 0.09% 120
2024
Q2 		$267K Buy
1,547
+58
+4% +$10.1K 0.12% 116
2024
Q1 		$270K Buy
1,489
+19
+1% +$3.47K 0.13% 112
2023
Q4 		$240K Buy
+1,470
New +$222K 0.12% 118
2021
Q4 		$279K Buy
+1,498
New +$188K 0.14% 106

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

Evernest Financial Advisors's IBM Position: Q1 2026 in Review

Evernest Financial Advisors reduced its IBM (IBM) stake by 1.5% in Q1 2026, selling an estimated $10K and leaving 2,453 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #111.

Evernest Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 11 quarters since. The position peaked at $738K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evernest Financial Advisors held 2,453 shares of IBM worth $559K as of Q1 2026.
  • Evernest Financial Advisors sold 37 IBM shares in Q1 2026, an estimated $10K.
  • IBM made up 0.12% of Evernest Financial Advisors's portfolio in Q1 2026, its #111 holding.
  • Evernest Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's IBM position peaked at $738K in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.