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Everpar Advisors’s IBM IBM Stock Holding History

Everpar 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 		$722K Buy
2,566
+227
+10% +$57.2K 0.21% 106
2026
Q1 		$567K Buy
2,339
+96
+4% +$26K 0.2% 118
2025
Q4 		$664K Buy
2,243
+276
+14% +$82.7K 0.25% 83
2025
Q3 		$555K Buy
1,967
+221
+13% +$57.8K 0.22% 105
2025
Q2 		$515K Buy
1,746
+30
+2% +$7.73K 0.23% 113
2025
Q1 		$427K Buy
1,716
+290
+20% +$70.9K 0.23% 123
2024
Q4 		$313K Sell
1,426
-26
-2% -$5.79K 0.16% 175
2024
Q3 		$321K Buy
1,452
+238
+20% +$46.7K 0.17% 182
2024
Q2 		$210K Buy
+1,214
New +$211K 0.11% 247

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Everpar Advisors's IBM Position: Q2 2026 in Review

Everpar Advisors increased its IBM (IBM) stake by 9.7% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,566 shares worth $722K. The position accounts for 0.21% of the portfolio, ranked #106.

Everpar Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Everpar Advisors held 2,566 shares of IBM worth $722K as of Q2 2026.
  • Everpar Advisors bought 227 IBM shares in Q2 2026, an estimated $57.2K.
  • IBM made up 0.21% of Everpar Advisors's portfolio in Q2 2026, its #106 holding.
  • Everpar Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.