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Advyzon Investment Management’s IBM IBM Stock Holding History

Advyzon Investment Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.67M Buy
6,898
+1,761
+34% +$476K 0.15% 140
2025
Q4 		$1.52M Buy
5,137
+2,215
+76% +$663K 0.18% 127
2025
Q3 		$825K Buy
2,922
+1,450
+99% +$380K 0.14% 147
2025
Q2 		$434K Buy
1,472
+48
+3% +$12.4K 0.1% 203
2025
Q1 		$354K Sell
1,424
-69
-5% -$16.9K 0.13% 145
2024
Q4 		$328K Buy
+1,493
New +$333K 0.13% 150

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advyzon Investment Management's IBM Position: Q1 2026 in Review

Advyzon Investment Management increased its IBM (IBM) stake by 34% in Q1 2026, buying an estimated $476K and bringing the position to 6,898 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #140.

Advyzon Investment Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Advyzon Investment Management held 6,898 shares of IBM worth $1.67M as of Q1 2026.
  • Advyzon Investment Management bought 1,761 IBM shares in Q1 2026, an estimated $476K.
  • IBM made up 0.15% of Advyzon Investment Management's portfolio in Q1 2026, its #140 holding.
  • Advyzon Investment Management first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.