AA
IBM icon

Auxano Advisors’s IBM IBM Stock Holding History

Auxano 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
Q1 		$744K Sell
3,070
-2
-0.1% -$541 0.15% 102
2025
Q4 		$910K Sell
3,072
-211
-6% -$63.2K 0.18% 78
2025
Q3 		$926K Sell
3,283
-36
-1% -$9.42K 0.2% 65
2025
Q2 		$978K Sell
3,319
-46
-1% -$11.9K 0.23% 60
2025
Q1 		$837K Sell
3,365
-71
-2% -$17.4K 0.22% 68
2024
Q4 		$755K Sell
3,436
-35
-1% -$7.79K 0.19% 76
2024
Q3 		$767K Buy
3,471
+208
+6% +$40.8K 0.2% 83
2024
Q2 		$564K Sell
3,263
-2
-0.1% -$348 0.16% 91
2024
Q1 		$624K Sell
3,265
-133
-4% -$24.3K 0.18% 85
2023
Q4 		$556K Buy
3,398
+156
+5% +$23.6K 0.19% 82
2023
Q3 		$455K Buy
3,242
+274
+9% +$39K 0.19% 66
2023
Q2 		$389K Hold
2,968
– – 0.16% 71
2023
Q1 		$389K Sell
2,968
-8
-0.3% -$1.07K 0.16% 71
2022
Q4 		$419K Hold
2,976
– – 0.19% 63
2022
Q3 		$354K Buy
2,976
+414
+16% +$54.3K 0.16% 67
2022
Q2 		$362K Sell
2,562
-4
-0.2% -$540 0.18% 55
2022
Q1 		$334K Buy
2,566
+549
+27% +$71.6K 0.14% 57
2021
Q4 		$270K Buy
2,017
+477
+31% +$59.8K 0.12% 61
2021
Q3 		$205K Buy
1,540
+61
+4% +$8.15K 0.09% 64
2021
Q2 		$207K Buy
+1,479
New +$202K 0.09% 65

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

Auxano Advisors's IBM Position: Q1 2026 in Review

Auxano Advisors reduced its IBM (IBM) stake by 0.07% in Q1 2026, selling an estimated $541 and leaving 3,070 shares worth $744K. The position accounts for 0.15% of the portfolio, ranked #102.

Auxano Advisors first reported a position in IBM in Q2 2021 and has held it in 20 quarters since. The position peaked at $978K in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Auxano Advisors held 3,070 shares of IBM worth $744K as of Q1 2026.
  • Auxano Advisors sold 2 IBM shares in Q1 2026, an estimated $541.
  • IBM made up 0.15% of Auxano Advisors's portfolio in Q1 2026, its #102 holding.
  • Auxano Advisors first reported a position in IBM in Q2 2021 and has held it in 20 quarters since.
  • Auxano Advisors's IBM position peaked at $978K in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.