Evergreen Private Wealth LLC
Position in IBM — International Business Machines Corp
CIK 2010098
GREENWOOD VILLAGE, CO
Position in IBM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$245,215
+$33,851 QoQ
Shares Held
872
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,177
of 3,616 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Evergreen Private Wealth LLC holds $346,188 across 2 Information Technology Services names. IBM ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
872 | $245,215 | |
| 2 | IT |
Gartner Inc
|
779 | $100,973 |
All Filings in IBM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,215 | 872 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $211,364 | 872 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $258,295 | 872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $246,043 | 872 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $252,921 | 858 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $207,631 | 835 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $183,558 | 835 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $184,601 | 835 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $144,413 | 835 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $159,451 | 835 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $136,564 | 835 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||