EWM
IBM icon

Evolution Wealth Management’s IBM IBM Stock Holding History

Evolution Wealth Management’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 		$89.4K Sell
318
-6
-2% -$1.51K 0.05% 225
2026
Q1 		$78.5K Hold
324
– – 0.06% 201
2025
Q4 		$96K Buy
324
+21
+7% +$6.29K 0.08% 171
2025
Q3 		$85.5K Buy
303
+3
+1% +$785 0.09% 155
2025
Q2 		$88.4K Buy
+300
New +$77.3K 0.11% 128

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Management's IBM Position: Q2 2026 in Review

Evolution Wealth Management reduced its IBM (IBM) stake by 1.9% in Q2 2026, selling an estimated $1.51K and leaving 318 shares worth $89.4K. The position accounts for 0.05% of the portfolio, ranked #225.

Evolution Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $96K in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Evolution Wealth Management held 318 shares of IBM worth $89.4K as of Q2 2026.
  • Evolution Wealth Management sold 6 IBM shares in Q2 2026, an estimated $1.51K.
  • IBM made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Evolution Wealth Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's IBM position peaked at $96K in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.