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Everhart Financial Group, Inc.

SEC CIK
0001852858
Latest filing
Jul 8, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Everhart Financial Group, Inc., 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)
7,582
Value
$2.13M
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of IBM by Everhart Financial Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,582$2.13M0.1%−732−8.8%ReducedHolders
Q1 20268,314$2.02M0.2%+437+5.5%AddedHolders
Q4 20257,877$2.33M0.2%+692+9.6%AddedHolders
Q3 20257,185$2.03M0.2%−10−0.1%ReducedHolders
Q2 20257,195$2.12M0.2%+760+11.8%AddedHolders
Q1 20256,435$1.60M0.2%+326+5.3%AddedHolders
Q4 20246,109$1.34M0.3%+484+8.6%AddedHolders
Q3 20245,625$1.24M0.3%+732+15.0%AddedHolders
Q2 20244,893$846.7K0.2%+375+8.3%AddedHolders
Q1 20244,518$863.1K0.3%+321+7.6%AddedHolders
Q4 20234,197$686.4K0.2%+310+8.0%AddedHolders
Q3 20233,887$545.4K0.2%+390+11.2%AddedHolders
Q2 20233,497$467.9K0.2%+304+9.5%AddedHolders
Q1 20233,193$418.6K0.2%−96−2.9%ReducedHolders
Q4 20223,289$463.4K0.2%+65+2.0%AddedHolders
Q3 20223,224$383.0K0.2%−849−20.8%ReducedHolders
Q2 20224,073$575.0K0.3%+2,063+102.6%AddedHolders
Q1 20222,010$261.0K0.2%+2,010NewHolders