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Aufman Associates’s IBM IBM Stock Holding History

Aufman Associates’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 		– Sell
-729
Closed -$216K – 66
2025
Q4 		$216K Hold
729
– – 0.11% 60
2025
Q3 		$206K Hold
729
– – 0.12% 63
2025
Q2 		$215K Buy
+729
New +$188K 0.13% 60
2020
Q3 		– Sell
-1,829
Closed -$211K – 40
2020
Q2 		$211K Buy
+1,829
New +$212K 0.24% 35
2020
Q1 		– Sell
-1,849
Closed -$237K – 38
2019
Q4 		$237K Buy
+1,849
New +$240K 0.24% 36

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

Aufman Associates's IBM Position: Q1 2026 in Review

Aufman Associates sold out of IBM (IBM) in Q1 2026, closing a stake of 729 shares — an estimated $216K sold.

Aufman Associates first reported a position in IBM in Q4 2019 and held it in 5 quarters. The position peaked at $237K in Q4 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aufman Associates reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Aufman Associates sold 729 IBM shares in Q1 2026, an estimated $216K.
  • Aufman Associates first reported a position in IBM in Q4 2019 and held it in 5 quarters.
  • Aufman Associates's IBM position peaked at $237K in Q4 2019.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.