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Astoria Portfolio Advisors’s IBM IBM Stock Holding History

Astoria Portfolio Advisors’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 		$242K Buy
+862
New +$217K 0.04% 312
2025
Q4 		– Sell
-889
Closed -$257K – 314
2025
Q3 		$257K Sell
889
-247
-22% -$64.7K 0.07% 220
2025
Q2 		$296K Sell
1,136
-102
-8% -$26.3K 0.08% 192
2025
Q1 		$304K Sell
1,238
-1,703
-58% -$417K 0.1% 166
2024
Q4 		$640K Sell
2,941
-75
-2% -$16.7K 0.23% 90
2024
Q3 		$703K Buy
3,016
+132
+5% +$25.9K 0.24% 72
2024
Q2 		$499K Buy
2,884
+539
+23% +$93.7K 0.18% 85
2024
Q1 		$425K Sell
2,345
-80
-3% -$14.6K 0.16% 94
2023
Q4 		$445K Buy
+2,425
New +$366K 0.18% 90
2023
Q1 		– Sell
-2,384
Closed -$337K – 201
2022
Q4 		$337K Buy
+2,384
New +$329K 0.16% 129

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Astoria Portfolio Advisors's IBM Position: Q2 2026 in Review

Astoria Portfolio Advisors opened a new position in IBM (IBM) in Q2 2026: 862 shares worth $242K. The stake represents 0.04% of the portfolio and ranks #312 among its holdings. This is a return to the name: Astoria Portfolio Advisors previously reported a position in IBM as recently as Q3 2025.

Astoria Portfolio Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since. The position peaked at $703K in Q3 2024. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Astoria Portfolio Advisors held 862 shares of IBM worth $242K as of Q2 2026.
  • IBM was a new Astoria Portfolio Advisors position in Q2 2026.
  • IBM made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #312 holding.
  • Astoria Portfolio Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since.
  • Astoria Portfolio Advisors's IBM position peaked at $703K in Q3 2024.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.