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EverSource Wealth Advisors’s IBM IBM Stock Holding History

EverSource Wealth 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 		$1.85M Buy
6,578
+33
+0.5% +$8.31K 0.06% 233
2026
Q1 		$1.59M Buy
6,545
+1,495
+30% +$405K 0.05% 266
2025
Q4 		$1.5M Buy
5,050
+555
+12% +$166K 0.06% 250
2025
Q3 		$1.27M Buy
4,495
+191
+4% +$50K 0.05% 260
2025
Q2 		$1.27M Sell
4,304
-338
-7% -$87.1K 0.06% 230
2025
Q1 		$1.15M Buy
4,642
+1,106
+31% +$271K 0.06% 221
2024
Q4 		$777K Buy
3,536
+872
+33% +$194K 0.04% 282
2024
Q3 		$589K Buy
2,664
+109
+4% +$21.4K 0.04% 299
2024
Q2 		$491K Buy
2,555
+150
+6% +$26.1K 0.03% 318
2024
Q1 		$400K Buy
2,405
+1,035
+76% +$189K 0.03% 317
2023
Q4 		$224K Buy
1,370
+23
+2% +$3.48K 0.02% 407
2023
Q3 		$189K Sell
1,347
-44
-3% -$6.26K 0.02% 410
2023
Q2 		$186K Buy
1,391
+130
+10% +$16.8K 0.02% 410
2023
Q1 		$165K Sell
1,261
-634
-33% -$84.8K 0.02% 410
2022
Q4 		$267K Buy
1,895
+1,306
+222% +$180K 0.04% 303
2022
Q3 		$70K Buy
589
+53
+10% +$6.96K 0.02% 538
2022
Q2 		$76K Buy
536
+82
+18% +$11.1K 0.02% 461
2022
Q1 		$59K Sell
454
-28
-6% -$3.65K 0.02% 438
2021
Q4 		$64K Buy
+482
New +$60.5K 0.02% 377

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

EverSource Wealth Advisors's IBM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its IBM (IBM) stake by 0.5% in Q2 2026, buying an estimated $8.31K and bringing the position to 6,578 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #233.

EverSource Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • EverSource Wealth Advisors held 6,578 shares of IBM worth $1.85M as of Q2 2026.
  • EverSource Wealth Advisors bought 33 IBM shares in Q2 2026, an estimated $8.31K.
  • IBM made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #233 holding.
  • EverSource Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.