EVOLUTION WEALTH MANAGEMENT INC.
Position in IBM — International Business Machines Corp
CIK 2010029
FORT MYERS, FL
Position in IBM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$89,424
+$10,890 QoQ
Shares Held
318
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,464
of 3,611 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $138,418 across 5 Information Technology Services names. IBM ranks #1 (64.6% of the industry book) .
All Filings in IBM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,424 | 318 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $78,534 | 324 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $95,972 | 324 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $85,494 | 303 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $88,434 | 300 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||