Evoke Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-5,051
| Closed | -$1.22M | – | 295 |
|
|
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
Evoke Wealth's IBM Position: Q2 2026 in Review
Evoke Wealth sold out of IBM (IBM) in Q2 2026, closing a stake of 5,051 shares — an estimated $1.22M sold.
Evoke Wealth first reported a position in IBM in Q3 2019 and held it in 25 quarters. The position peaked at $1.35M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Evoke Wealth reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 5,051 IBM shares in Q2 2026, an estimated $1.22M.
- Evoke Wealth first reported a position in IBM in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's IBM position peaked at $1.35M in Q4 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.