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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
Q2 		$219K Buy
+778
New +$196K 0.01% 216
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 $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

Aureus Asset Management's IBM Position: Q2 2026 in Review

Aureus Asset Management opened a new position in IBM (IBM) in Q2 2026: 778 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: Aureus Asset Management previously reported a position in IBM as recently as Q4 2025.

Aureus Asset Management first reported a position in IBM in Q2 2013 and has held it in 24 quarters since. The position peaked at $859K in Q1 2014. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aureus Asset Management held 778 shares of IBM worth $219K as of Q2 2026.
  • IBM was a new Aureus Asset Management position in Q2 2026.
  • IBM made up 0.01% of Aureus Asset Management's portfolio in Q2 2026, its #216 holding.
  • Aureus Asset Management first reported a position in IBM in Q2 2013 and has held it in 24 quarters since.
  • Aureus Asset Management's IBM position peaked at $859K in Q1 2014.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.