Evernest Financial Advisors, LLC
Position in IBM — International Business Machines Corp
CIK 2009530
CARMEL, IN
Position in IBM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$791,887
+$197,305 QoQ
Shares Held
2,816
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,118
of 3,626 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Evernest Financial Advisors, LLC holds $1,633,910 across 3 Information Technology Services names. IBM ranks #1 (48.5% of the industry book) .
All Filings in IBM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,887 | 2,816 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $594,582 | 2,453 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $737,562 | 2,490 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $727,690 | 2,579 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $738,129 | 2,504 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $506,520 | 2,037 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $388,659 | 1,768 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $337,368 | 1,526 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $267,553 | 1,547 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $284,339 | 1,489 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $240,418 | 1,470 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $200,222 | 1,498 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||