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Millstone Evans Group’s IBM IBM Stock Holding History

Millstone Evans Group’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 		$1.8M Sell
6,407
-160
-2% -$40.3K 0.97% 19
2026
Q1 		$1.59M Buy
6,567
+34
+0.5% +$9.2K 0.96% 20
2025
Q4 		$1.94M Buy
6,533
+277
+4% +$83K 1.14% 14
2025
Q3 		$1.77M Sell
6,256
-1
-0% -$262 1.12% 16
2025
Q2 		$1.84M Buy
6,257
+28
+0.4% +$7.21K 1.26% 13
2025
Q1 		$1.55M Buy
6,229
+79
+1% +$19.3K 1.05% 17
2024
Q4 		$1.35M Buy
+6,150
New +$1.37M 0.92% 21

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

Millstone Evans Group's IBM Position: Q2 2026 in Review

Millstone Evans Group reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $40.3K and leaving 6,407 shares worth $1.8M. The position accounts for 0.97% of the portfolio, ranked #19.

Millstone Evans Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Millstone Evans Group held 6,407 shares of IBM worth $1.8M as of Q2 2026.
  • Millstone Evans Group sold 160 IBM shares in Q2 2026, an estimated $40.3K.
  • IBM made up 0.97% of Millstone Evans Group's portfolio in Q2 2026, its #19 holding.
  • Millstone Evans Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's IBM position peaked at $1.94M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.