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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Evercore 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)
60,517
Value
$17.0M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of IBM by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,517$17.0M0.2%−2,284−3.6%ReducedHolders
Q1 202662,801$15.2M0.2%+5,196+9.0%AddedHolders
Q4 202557,605$17.1M0.3%−1,186−2.0%ReducedHolders
Q3 202558,791$16.6M0.2%−619−1.0%ReducedHolders
Q2 202559,410$17.5M0.3%+7,207+13.8%AddedHolders
Q1 202552,203$13.0M0.2%−2,580−4.7%ReducedHolders
Q4 202454,783$12.0M0.2%+1,740+3.3%AddedHolders
Q3 202453,043$11.7M0.2%+2,309+4.6%AddedHolders
Q2 202450,734$8.77M0.1%+1,948+4.0%AddedHolders
Q1 202448,786$9.32M0.1%+1,334+2.8%AddedHolders
Q4 202347,452$7.76M0.1%+2,789+6.2%AddedHolders
Q3 202344,663$6.27M0.1%+3,217+7.8%AddedHolders
Q2 202341,446$5.55M0.1%+17,175+70.8%AddedHolders
Q1 202324,271$3.18M0.1%+6,858+39.4%AddedHolders
Q4 202217,413$2.45M0.1%−2,640−13.2%ReducedHolders
Q3 202220,053$2.38M0.1%−62−0.3%ReducedHolders
Q2 202220,115$2.84M0.1%−2,579−11.4%ReducedHolders
Q1 202222,694$2.95M0.1%+20+0.1%AddedHolders
Q4 202122,674$3.03M<0.1%−1,346−5.6%ReducedHolders
Q3 202124,020$3.34M0.1%+155+0.6%AddedHolders
Q2 202123,865$3.50M0.1%+106+0.4%AddedHolders
Q1 202123,759$3.17M0.1%––Holders

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