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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
2,651
Value
$745.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IBM by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,651$745.5K0.1%+134+5.3%AddedHolders
Q1 20262,517$610.1K0.1%00.0%UnchangedHolders
Q4 20252,517$745.5K0.1%+53+2.2%AddedHolders
Q3 20252,464$695.2K0.1%−25−1.0%ReducedHolders
Q2 20252,489$733.7K0.1%00.0%UnchangedHolders
Q1 20252,489$618.9K0.1%+1,513+155.0%AddedHolders
Q4 2024976$214.5K<0.1%00.0%UnchangedHolders
Q3 2024976$215.8K<0.1%−418−30.0%ReducedHolders
Q2 20241,394$241.1K<0.1%+178+14.6%AddedHolders
Q1 20241,216$232.2K<0.1%+553+83.4%AddedHolders
Q4 2023663$108.4K<0.1%−24−3.5%ReducedHolders
Q3 2023687$96.4K<0.1%−50−6.8%ReducedHolders
Q2 2023737$98.6K<0.1%−81−9.9%ReducedHolders
Q1 2023818$107.2K<0.1%00.0%UnchangedHolders
Q4 2022818$115.2K<0.1%−34−4.0%ReducedHolders
Q3 2022852$101.0K<0.1%00.0%UnchangedHolders
Q2 2022852$120.0K<0.1%+84+10.9%AddedHolders
Q1 2022768$100.0K<0.1%−4,618−85.7%ReducedHolders
Q4 20215,386$720.0K0.1%−318−5.6%ReducedHolders
Q3 20215,704$792.0K0.2%−150−2.6%ReducedHolders
Q2 20215,854$858.0K0.2%−225−3.7%ReducedHolders
Q1 20216,079$810.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.