EP Wealth Advisors, LLC's ownership history for IBM


EP Wealth Advisors, LLC currently holds 53.8K shares with a market value of $15.9M. It started holding IBM on 2024-09-30. At its peak, it held 53.8K shares on 2025-12-31. Its highest holding value was $15.9M on 2025-12-31. At its lowest, it held 35.1K shares on 2024-09-30, with a value of $7.8M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 14.3K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 18.7K.


EP Wealth Advisors, LLC's ownership history for IBM