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Livermore
Livermore
ZHEN

Evanson Asset Management, LLC

SEC CIK
0001626379
Latest filing
Apr 8, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Evanson Asset 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 Q1 2026 holdings

Shares (Q1 2026)
2,577
Value
$624.7K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of IBM by Evanson Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20262,577$624.7K<0.1%−5−0.2%ReducedHolders
Q4 20252,582$764.8K<0.1%−97−3.6%ReducedHolders
Q3 20252,679$755.8K<0.1%+4+0.1%AddedHolders
Q2 20252,675$788.5K0.1%+147+5.8%AddedHolders
Q1 20252,528$628.6K<0.1%+272+12.1%AddedHolders
Q4 20242,256$496.0K<0.1%+4+0.2%AddedHolders
Q3 20242,252$497.9K<0.1%+155+7.4%AddedHolders
Q2 20242,097$362.7K<0.1%+5+0.2%AddedHolders
Q1 20242,092$399.4K<0.1%+260+14.2%AddedHolders
Q4 20231,832$299.6K<0.1%−157−7.9%ReducedHolders
Q3 20231,989$279.0K<0.1%+187+10.4%AddedHolders
Q2 20231,802$241.1K<0.1%+71+4.1%AddedHolders
Q1 20231,731$226.9K<0.1%+6+0.3%AddedHolders
Q4 20221,725$243.0K<0.1%+1,725NewHolders
Q3 20220$00.0%−1,503−100.0%Sold outHolders
Q2 20221,503$212.0K<0.1%+1,503NewHolders
Q1 20220$00.0%−1,990−100.0%Sold outHolders
Q4 20211,990$266.0K<0.1%+386+24.1%AddedHolders
Q3 20211,604$233.0K<0.1%−17−1.0%ReducedHolders
Q2 20211,621$238.0K<0.1%+3+0.2%AddedHolders
Q1 20211,618$216.0K<0.1%––Holders

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