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Aventura Private Wealth’s IBM IBM Stock Holding History

Aventura Private Wealth’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 		$1.4M Sell
4,985
-277
-5% -$69.8K 0.43% 45
2026
Q1 		$1.28M Buy
5,262
+1,159
+28% +$314K 0.47% 44
2025
Q4 		$1.22M Sell
4,103
-3,003
-42% -$899K 0.44% 44
2025
Q3 		$2.01M Buy
7,106
+4,443
+167% +$1.16M 0.74% 27
2025
Q2 		$785K Buy
2,663
+6
+0.2% +$1.55K 0.34% 59
2025
Q1 		$661K Buy
2,657
+56
+2% +$13.7K 0.35% 63
2024
Q4 		$572K Buy
+2,601
New +$579K 0.31% 70

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Aventura Private Wealth's IBM Position: Q2 2026 in Review

Aventura Private Wealth reduced its IBM (IBM) stake by 5.3% in Q2 2026, selling an estimated $69.8K and leaving 4,985 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #45.

Aventura Private Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q3 2025. 1,902 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aventura Private Wealth held 4,985 shares of IBM worth $1.4M as of Q2 2026.
  • Aventura Private Wealth sold 277 IBM shares in Q2 2026, an estimated $69.8K.
  • IBM made up 0.43% of Aventura Private Wealth's portfolio in Q2 2026, its #45 holding.
  • Aventura Private Wealth first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's IBM position peaked at $2.01M in Q3 2025.
  • 1,902 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.