Evolution Advisers’s IBM IBM Stock Holding History

Evolution Advisers’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	$28K	Buy	101 +1	+1%	+$252	0.01%	126
2026 Q1	$24K	Hold	100	–	–	0.01%	112
2025 Q4	$29K	Hold	100	–	–	0.01%	112
2025 Q3	$28K	Hold	100	–	–	0.01%	111
2025 Q2	$29K	Sell	100 -9	-8%	-$2.32K	0.01%	108
2025 Q1	$27K	Buy	109 +9	+9%	+$2.2K	0.01%	110
2024 Q4	$21K	Hold	100	–	–	0.01%	114
2024 Q3	$22K	Hold	100	–	–	0.01%	111
2024 Q2	$17K	Hold	100	–	–	0.01%	118
2024 Q1	$20K	Hold	100	–	–	0.01%	119
2023 Q4	$16K	Hold	100	–	–	0.01%	132
2023 Q3	$14K	Hold	100	–	–	0.01%	99
2023 Q2	$13K	Hold	100	–	–	0.01%	104
2023 Q1	$13K	Hold	100	–	–	0.01%	103
2022 Q4	$14K	Hold	100	–	–	0.01%	106
2022 Q3	$11K	Hold	100	–	–	0.01%	104
2022 Q2	$14K	Hold	100	–	–	0.01%	99
2022 Q1	$13K	Hold	100	–	–	0.01%	104
2021 Q4	$13K	Buy	+100	New	+$12.5K	0.01%	87

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Evolution Advisers's IBM Position: Q2 2026 in Review

Evolution Advisers increased its IBM (IBM) stake by 1% in Q2 2026, buying an estimated $252 and bringing the position to 101 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #126.

Evolution Advisers first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $29K in Q4 2025. 2,149 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Evolution Advisers held 101 shares of IBM worth $28K as of Q2 2026.
Evolution Advisers bought 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.01% of Evolution Advisers's portfolio in Q2 2026, its #126 holding.
Evolution Advisers first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Evolution Advisers's IBM position peaked at $29K in Q4 2025.
2,149 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.