EVERMAY WEALTH MANAGEMENT LLC
Position in IBM — International Business Machines Corp
CIK 1066816
ARLINGTON, VA
Position in IBM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$745,487
+$135,392 QoQ
Shares Held
2,651
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,163
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,021,850 across 7 Information Technology Services names. IBM ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
2,651 | $745,487 | |
| 2 | ACN |
Accenture plc
|
1,727 | $214,907 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
401 | $41,290 | |
| 4 | KEEL |
Keel Infrastructure Corp.
|
2,000 | $11,480 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
120 | $4,647 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
351 | $3,969 | |
| 7 | DXC |
DXC Technology Co
|
8 | $70 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,487 | 2,651 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $610,095 | 2,517 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $745,560 | 2,517 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $695,242 | 2,464 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $733,707 | 2,489 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $618,914 | 2,489 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $214,554 | 976 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $215,774 | 976 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $241,092 | 1,394 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $232,207 | 1,216 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $108,433 | 663 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $96,386 | 687 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $98,617 | 737 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $107,231 | 818 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $115,248 | 818 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $101,226 | 852 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $120,293 | 852 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $99,855 | 768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $719,892 | 5,386 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $792,456 | 5,704 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $858,137 | 5,854 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $810,087 | 6,079 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $765,098 | 6,078 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $756,908 | 6,221 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $679,572 | 5,627 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $589,149 | 5,311 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||