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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
Q2 		$792K Buy
2,816
+363
+15% +$91.5K 0.17% 90
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 $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

Evernest Financial Advisors's IBM Position: Q2 2026 in Review

Evernest Financial Advisors increased its IBM (IBM) stake by 15% in Q2 2026, buying an estimated $91.5K and bringing the position to 2,816 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #90.

Evernest Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Evernest Financial Advisors held 2,816 shares of IBM worth $792K as of Q2 2026.
  • Evernest Financial Advisors bought 363 IBM shares in Q2 2026, an estimated $91.5K.
  • IBM made up 0.17% of Evernest Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Evernest Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.