Evercore Wealth Management, LLC International Business Machines Corp Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 59,410 shares of IBM stock, worth $17.5 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
59,410
Previous 52,203 13.81%
Holding current value
$17.5 Million
Previous $13 Million 34.92%
% of portfolio
0.28%
Previous 0.22%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$221.03 - $294.78 $1.59 Million - $2.12 Million
7,207 Added 13.81%
59,410 $17.5 Million
Q1 2025

May 15, 2025
SELL
$217.4 - $264.74 $560,892 - $683,029
-2,580 Reduced 4.71%
52,203 $13 Million
Q4 2024

Feb 14, 2025
BUY
$204.9 - $238.04 $356,526 - $414,189
1,740 Added 3.28%
54,783 $12 Million
Q3 2024

Nov 14, 2024
BUY
$175.1 - $223.38 $404,305 - $515,784
2,309 Added 4.55%
53,043 $11.7 Million
Q2 2024

Aug 14, 2024
BUY
$164.43 - $190.9 $320,309 - $371,873
1,948 Added 3.99%
50,734 $8.77 Million
Q1 2024

May 15, 2024
BUY
$159.16 - $197.78 $212,319 - $263,838
1,334 Added 2.81%
48,786 $9.32 Million
Q4 2023

Feb 14, 2024
BUY
$136.38 - $164.71 $380,363 - $459,376
2,789 Added 6.24%
47,452 $7.76 Million
Q3 2023

Nov 14, 2023
BUY
$132.08 - $149.83 $424,901 - $482,003
3,217 Added 7.76%
44,663 $6.27 Million
Q2 2023

Aug 04, 2023
BUY
$120.9 - $138.4 $2.08 Million - $2.38 Million
17,175 Added 70.76%
41,446 $5.55 Million
Q1 2023

May 15, 2023
BUY
$123.28 - $145.87 $845,454 - $1 Million
6,858 Added 39.38%
24,271 $3.18 Million
Q4 2022

Feb 14, 2023
SELL
$117.75 - $150.62 $310,860 - $397,636
-2,640 Reduced 13.17%
17,413 $2.45 Million
Q3 2022

Nov 14, 2022
SELL
$118.81 - $141.12 $7,366 - $8,749
-62 Reduced 0.31%
20,053 $2.38 Million
Q2 2022

Aug 15, 2022
SELL
$125.98 - $142.88 $324,902 - $368,487
-2,579 Reduced 11.36%
20,115 $2.84 Million
Q1 2022

May 16, 2022
BUY
$121.35 - $138.22 $2,427 - $2,764
20 Added 0.09%
22,694 $2.95 Million
Q4 2021

Feb 14, 2022
SELL
$115.81 - $138.25 $155,880 - $186,084
-1,346 Reduced 5.6%
22,674 $3.03 Million
Q3 2021

Nov 15, 2021
BUY
$127.12 - $140.38 $19,703 - $21,758
155 Added 0.65%
24,020 $3.34 Million
Q2 2021

Aug 16, 2021
BUY
$125.41 - $144.63 $13,293 - $15,330
106 Added 0.45%
23,865 $3.5 Million
Q1 2021

May 17, 2021
SELL
$113.37 - $130.38 $431,372 - $496,095
-3,805 Reduced 13.8%
23,759 $3.17 Million
Q4 2020

Feb 16, 2021
BUY
$101.96 - $125.71 $93,803 - $115,653
920 Added 3.45%
27,564 $3.47 Million
Q3 2020

Nov 16, 2020
BUY
$110.62 - $123.01 $96,792 - $107,633
875 Added 3.4%
26,644 $3.24 Million
Q2 2020

Aug 13, 2020
BUY
$100.52 - $129.78 $28,849 - $37,246
287 Added 1.13%
25,769 $3.11 Million
Q1 2020

May 14, 2020
SELL
$90.6 - $149.87 $1.09 Million - $1.81 Million
-12,055 Reduced 32.11%
25,482 $2.83 Million
Q4 2019

Feb 13, 2020
BUY
$126.11 - $137.34 $1.61 Million - $1.75 Million
12,750 Added 51.44%
37,537 $5.03 Million
Q3 2019

Nov 14, 2019
SELL
$123.87 - $144.7 $122,879 - $143,542
-992 Reduced 3.85%
24,787 $3.61 Million
Q2 2019

Aug 13, 2019
BUY
$121.41 - $138.76 $52,327 - $59,805
431 Added 1.7%
25,779 $3.56 Million
Q1 2019

May 14, 2019
BUY
$107.94 - $135.22 $32,166 - $40,295
298 Added 1.19%
25,348 $3.58 Million
Q4 2018

Feb 13, 2019
SELL
$102.84 - $146.99 $323,431 - $462,283
-3,145 Reduced 11.15%
25,050 $2.85 Million
Q3 2018

Nov 13, 2018
SELL
$133.43 - $144.94 $103,141 - $112,038
-773 Reduced 2.67%
28,195 $4.26 Million
Q2 2018

Aug 14, 2018
BUY
$131.43 - $153.83 $639,144 - $748,075
4,863 Added 20.17%
28,968 $4.05 Million
Q1 2018

May 15, 2018
SELL
$141.1 - $161.68 $187,945 - $215,357
-1,332 Reduced 5.24%
24,105 $3.7 Million
Q4 2017

Feb 13, 2018
SELL
$140.04 - $154.94 $402,615 - $445,452
-2,875 Reduced 10.15%
25,437 $3.9 Million
Q3 2017

Nov 13, 2017
BUY
$133.56 - $140.11 $3.78 Million - $3.97 Million
28,312
28,312 $4.11 Million

Others Institutions Holding IBM

# of Institutions
3,836
Shares Held
586M
Call Options Held
12.7M
Put Options Held
11.7M
View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

IBM Quotes by TradingView
  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $263B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email