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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
Q2 		$299K Buy
+1,062
New +$268K 0.12% 50
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 $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

Aufman Associates's IBM Position: Q2 2026 in Review

Aufman Associates opened a new position in IBM (IBM) in Q2 2026: 1,062 shares worth $299K. The stake represents 0.12% of the portfolio and ranks #50 among its holdings. This is a return to the name: Aufman Associates previously reported a position in IBM as recently as Q4 2025.

Aufman Associates first reported a position in IBM in Q4 2019 and has held it in 6 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aufman Associates held 1,062 shares of IBM worth $299K as of Q2 2026.
  • IBM was a new Aufman Associates position in Q2 2026.
  • IBM made up 0.12% of Aufman Associates's portfolio in Q2 2026, its #50 holding.
  • Aufman Associates first reported a position in IBM in Q4 2019 and has held it in 6 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.