American Institute for Advanced Investment Management’s IBM IBM Stock Holding History

American Institute for Advanced 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 Q2	$438K	Sell	1,557 -100	-6%	-$25.2K	0.25%	101
2026 Q1	$402K	Sell	1,657 -117	-7%	-$31.7K	0.26%	99
2025 Q4	$525K	Buy	1,774 +460	+35%	+$138K	0.34%	80
2025 Q3	$371K	Sell	1,314 -225	-15%	-$58.9K	0.24%	99
2025 Q2	$454K	Hold	1,539	–	–	0.32%	85
2025 Q1	$383K	Sell	1,539 -40	-3%	-$9.78K	0.29%	89
2024 Q4	$347K	Hold	1,579	–	–	0.26%	95
2024 Q3	$349K	Hold	1,579	–	–	0.25%	100
2024 Q2	$273K	Sell	1,579 -475	-23%	-$82.5K	0.21%	112
2024 Q1	$392K	Buy	2,054 +475	+30%	+$86.7K	0.31%	89
2023 Q4	$258K	Sell	1,579 -100	-6%	-$15.1K	0.23%	99
2023 Q3	$236K	Sell	1,679 -13	-0.8%	-$1.85K	0.22%	104
2023 Q2	$226K	Buy	+1,692	New	+$218K	0.2%	108

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Institute for Advanced Investment Management's IBM Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its IBM (IBM) stake by 6% in Q2 2026, selling an estimated $25.2K and leaving 1,557 shares worth $438K. The position accounts for 0.25% of the portfolio, ranked #101.

American Institute for Advanced Investment Management first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $525K in Q4 2025. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

American Institute for Advanced Investment Management held 1,557 shares of IBM worth $438K as of Q2 2026.
American Institute for Advanced Investment Management sold 100 IBM shares in Q2 2026, an estimated $25.2K.
IBM made up 0.25% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #101 holding.
American Institute for Advanced Investment Management first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
American Institute for Advanced Investment Management's IBM position peaked at $525K in Q4 2025.
2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.