Avanza Fonder’s IBM IBM Stock Holding History

Avanza Fonder’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 Q3	$16.5M	Buy	75,132 +7,926	+12%	+$1.88M	0.32%	58
2026 Q2	$18.9M	Buy	67,206 +7,427	+12%	+$1.87M	0.41%	38
2026 Q1	$14.5M	Sell	59,779 -3,543	-6%	-$959K	0.4%	44
2025 Q4	$18.8M	Buy	63,322 +2,290	+4%	+$686K	0.48%	37
2025 Q3	$17.2M	Buy	61,032 +75	+0.1%	+$19.6K	0.45%	30
2025 Q2	$18M	Buy	60,957 +2,839	+5%	+$731K	0.53%	26
2025 Q1	$14.5M	Sell	58,118 -8,567	-13%	-$2.1M	0.48%	31
2024 Q4	$14.7M	Buy	+66,685	New	+$14.9M	0.44%	36

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Avanza Fonder's IBM Position: Q3 2026 in Review

Avanza Fonder increased its IBM (IBM) stake by 12% in Q3 2026, buying an estimated $1.88M and bringing the position to 75,132 shares worth $16.5M. The position accounts for 0.32% of the portfolio, ranked #58.

Avanza Fonder first reported a position in IBM in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.9M in Q2 2026. 2,137 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Avanza Fonder held 75,132 shares of IBM worth $16.5M as of Q3 2026.
Avanza Fonder bought 7,926 IBM shares in Q3 2026, an estimated $1.88M.
IBM made up 0.32% of Avanza Fonder's portfolio in Q3 2026, its #58 holding.
Avanza Fonder first reported a position in IBM in Q4 2024 and has held it in 8 quarters since.
Avanza Fonder's IBM position peaked at $18.9M in Q2 2026.
2,137 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.