AAM
IBM icon

Aureus Asset Management’s IBM IBM Stock Holding History

Aureus Asset 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 		– Sell
-728
Closed -$216K – 240
2025
Q4 		$216K Hold
728
– – 0.01% 191
2025
Q3 		$205K Hold
728
– – 0.01% 193
2025
Q2 		$215K Buy
+728
New +$188K 0.01% 193
2020
Q1 		– Sell
-1,781
Closed -$228K – 166
2019
Q4 		$228K Buy
1,781
+1
+0.1% +$130 0.03% 165
2019
Q3 		$248K Hold
1,780
– – 0.03% 149
2019
Q2 		$235K Sell
1,780
-1,151
-39% -$151K 0.03% 160
2019
Q1 		$395K Hold
2,931
– – 0.05% 118
2018
Q4 		$319K Buy
2,931
+21
+0.7% +$2.52K 0.05% 126
2018
Q3 		$421K Hold
2,910
– – 0.05% 126
2018
Q2 		$389K Sell
2,910
-673
-19% -$93.9K 0.05% 131
2018
Q1 		$525K Sell
3,583
-507
-12% -$76.7K 0.08% 103
2017
Q4 		$600K Sell
4,090
-2
-0% -$291 0.09% 101
2017
Q3 		$568K Buy
4,092
+418
+11% +$58.2K 0.09% 99
2017
Q2 		$540K Sell
3,674
-47
-1% -$7.09K 0.09% 93
2017
Q1 		$536K Buy
3,721
+735
+25% +$123K 0.09% 98
2016
Q4 		$474K Buy
+2,986
New +$455K 0.09% 91
2015
Q1 		– Sell
-1,630
Closed -$250K – 156
2014
Q4 		$250K Sell
1,630
-575
-26% -$91.5K 0.06% 115
2014
Q3 		$400K Sell
2,205
-225
-9% -$41K 0.1% 83
2014
Q2 		$421K Sell
2,430
-2,237
-48% -$403K 0.11% 84
2014
Q1 		$859K Buy
4,667
+658
+16% +$116K 0.22% 74
2013
Q4 		$719K Buy
4,009
+282
+8% +$48.6K 0.19% 83
2013
Q3 		$660K Sell
3,727
-115
-3% -$20.9K 0.23% 71
2013
Q2 		$702K Buy
+3,842
New +$748K 0.25% 69

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

Aureus Asset Management's IBM Position: Q1 2026 in Review

Aureus Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 728 shares — an estimated $216K sold.

Aureus Asset Management first reported a position in IBM in Q2 2013 and held it in 23 quarters. The position peaked at $859K in Q1 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aureus Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Aureus Asset Management sold 728 IBM shares in Q1 2026, an estimated $216K.
  • Aureus Asset Management first reported a position in IBM in Q2 2013 and held it in 23 quarters.
  • Aureus Asset Management's IBM position peaked at $859K in Q1 2014.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.