EVERGREEN CAPITAL MANAGEMENT LLC
Position in IBM — International Business Machines Corp
CIK 1260824
Bellevue, WA
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,534,527
-$1,071,609 QoQ
Shares Held
12,569
-33.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,039
of 3,616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 59%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $8,441,791 across 12 Information Technology Services names. IBM ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
12,569 | $3,534,527 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
7,192 | $984,943 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
20,719 | $805,554 | |
| 4 | ACN |
Accenture plc
|
5,003 | $622,573 | |
| 5 | INFY |
Infosys Ltd
|
58,363 | $612,227 | |
| 6 | EXLS |
ExlService Holdings, Inc.
|
17,255 | $446,214 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
10,000 | $387,300 | |
| 8 | CDW |
CDW Corp
|
1,889 | $265,668 |
All Filings in IBM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,534,527 | 12,569 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,606,136 | 19,003 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,489,062 | 15,155 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $3,888,446 | 13,781 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,715,406 | 12,604 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,959,053 | 11,900 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,660,601 | 12,103 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,725,031 | 12,326 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,194,216 | 12,687 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,085,091 | 10,919 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,902,903 | 11,635 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,666,483 | 11,878 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,569,055 | 11,726 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,220,053 | 9,307 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,649,680 | 11,709 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,014,043 | 8,535 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $862,247 | 6,107 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,080,336 | 8,309 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,260,012 | 9,427 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,408,750 | 10,140 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,241,030 | 8,466 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,082,470 | 8,123 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,125,610 | 16,886 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,626,611 | 21,588 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,546,677 | 21,087 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,133,848 | 19,236 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||