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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
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 $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

Avalon Trust's IBM Position: Q1 2026 in Review

Avalon Trust reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $32.5K and leaving 854 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #152.

Avalon Trust first reported a position in IBM in Q1 2023 and has held it in 13 quarters since. The position peaked at $303K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Avalon Trust held 854 shares of IBM worth $207K as of Q1 2026.
  • Avalon Trust sold 120 IBM shares in Q1 2026, an estimated $32.5K.
  • IBM made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #152 holding.
  • Avalon Trust first reported a position in IBM in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's IBM position peaked at $303K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.