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Evolve Private Wealth’s IBM IBM Stock Holding History

Evolve Private 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
Q2 		$2.33M Sell
8,299
-22,977
-73% -$5.79M 0.14% 138
2026
Q1 		$7.58M Buy
31,276
+1,238
+4% +$335K 0.41% 36
2025
Q4 		$8.9M Buy
+30,038
New +$9M 0.53% 28

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's IBM Position: Q2 2026 in Review

Evolve Private Wealth reduced its IBM (IBM) stake by 73% in Q2 2026, selling an estimated $5.79M and leaving 8,299 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #138.

Evolve Private Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.9M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Evolve Private Wealth held 8,299 shares of IBM worth $2.33M as of Q2 2026.
  • Evolve Private Wealth sold 22,977 IBM shares in Q2 2026, an estimated $5.79M.
  • IBM made up 0.14% of Evolve Private Wealth's portfolio in Q2 2026, its #138 holding.
  • Evolve Private Wealth first reported a position in IBM in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's IBM position peaked at $8.9M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.