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Avalon Trust’s IBM IBM Stock Holding History

Avalon Trust’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 		$128K Sell
454
-400
-47% -$101K 0.01% 191
2026
Q1 		$207K Sell
854
-120
-12% -$32.5K 0.01% 152
2025
Q4 		$289K Hold
974
– – 0.02% 121
2025
Q3 		$275K Buy
974
+20
+2% +$5.24K 0.02% 136
2025
Q2 		$281K Sell
954
-266
-22% -$68.5K 0.02% 121
2025
Q1 		$303K Buy
1,220
+166
+16% +$40.6K 0.02% 113
2024
Q4 		$232K Hold
1,054
– – 0.02% 116
2024
Q3 		$233K Sell
1,054
-307
-23% -$60.2K 0.02% 113
2024
Q2 		$235K Hold
1,361
– – 0.02% 115
2024
Q1 		$260K Sell
1,361
-200
-13% -$36.5K 0.02% 119
2023
Q4 		$255K Buy
1,561
+357
+30% +$53.9K 0.02% 110
2023
Q3 		$169K Sell
1,204
-18
-1% -$2.56K 0.02% 125
2023
Q2 		$164K Hold
1,222
– – 0.01% 135
2023
Q1 		$160K Buy
+1,222
New +$163K 0.02% 129

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

Avalon Trust's IBM Position: Q2 2026 in Review

Avalon Trust reduced its IBM (IBM) stake by 47% in Q2 2026, selling an estimated $101K and leaving 454 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #191.

Avalon Trust first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $303K in Q1 2025. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Avalon Trust held 454 shares of IBM worth $128K as of Q2 2026.
  • Avalon Trust sold 400 IBM shares in Q2 2026, an estimated $101K.
  • IBM made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #191 holding.
  • Avalon Trust first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's IBM position peaked at $303K in Q1 2025.
  • 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.