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Evoke Wealth’s IBM IBM Stock Holding History

Evoke Wealth’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 		$1.22M Buy
5,051
+499
+11% +$135K 0.02% 248
2025
Q4 		$1.35M Buy
4,552
+387
+9% +$116K 0.03% 230
2025
Q3 		$1.18M Buy
4,165
+564
+16% +$148K 0.02% 231
2025
Q2 		$1.06M Buy
3,601
+554
+18% +$143K 0.02% 227
2025
Q1 		$758K Buy
3,047
+65
+2% +$15.9K 0.02% 221
2024
Q4 		$656K Buy
2,982
+35
+1% +$7.79K 0.02% 225
2024
Q3 		$652K Buy
+2,947
New +$578K 0.02% 222
2024
Q2 		– Sell
-2,746
Closed -$524K – 227
2024
Q1 		$524K Buy
+2,746
New +$501K 0.02% 240
2023
Q4 		– Sell
-2,054
Closed -$288K – 204
2023
Q3 		$288K Buy
2,054
+126
+7% +$17.9K 0.01% 302
2023
Q2 		$258K Buy
1,928
+247
+15% +$31.9K 0.01% 307
2023
Q1 		$220K Buy
1,681
+59
+4% +$7.89K 0.01% 317
2022
Q4 		$228K Buy
1,622
+13
+0.8% +$1.79K 0.01% 322
2022
Q3 		$191K Sell
1,609
-28
-2% -$3.67K 0.01% 332
2022
Q2 		$231K Sell
1,637
-91
-5% -$12.3K 0.01% 297
2022
Q1 		$225K Sell
1,728
-946
-35% -$123K 0.01% 336
2021
Q4 		$357K Buy
2,674
+900
+51% +$113K 0.01% 279
2021
Q3 		$235K Buy
1,774
+27
+2% +$3.61K 0.01% 321
2021
Q2 		$245K Sell
1,747
-54
-3% -$7.38K 0.01% 319
2021
Q1 		$229K Sell
1,801
-101
-5% -$12.1K 0.01% 286
2020
Q4 		$229K Buy
1,902
+403
+27% +$46.6K 0.02% 221
2020
Q3 		$174K Sell
1,499
-22
-1% -$2.59K 0.01% 224
2020
Q2 		$176K Sell
1,521
-162
-10% -$18.8K 0.02% 205
2020
Q1 		$179K Sell
1,683
-868
-34% -$110K 0.03% 197
2019
Q4 		$327K Sell
2,551
-1,249
-33% -$162K 0.04% 165
2019
Q3 		$528K Buy
+3,800
New +$513K 0.07% 141

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

Evoke Wealth's IBM Position: Q1 2026 in Review

Evoke Wealth increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $135K and bringing the position to 5,051 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #248.

Evoke Wealth first reported a position in IBM in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Evoke Wealth held 5,051 shares of IBM worth $1.22M as of Q1 2026.
  • Evoke Wealth bought 499 IBM shares in Q1 2026, an estimated $135K.
  • IBM made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #248 holding.
  • Evoke Wealth first reported a position in IBM in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's IBM position peaked at $1.35M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.