Avestar Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.6M | Sell |
7,297
-2,344
| -24% | -$557K | 0.13% | 145 |
|
|
2026
Q2 | $2.71M | Buy |
9,641
+3,757
| +64% | +$947K | 0.15% | 114 |
|
|
2026
Q1 | $1.43M | Sell |
5,884
-194
| -3% | -$52.5K | 0.09% | 171 |
|
|
2025
Q4 | $1.8M | Buy |
6,078
+290
| +5% | +$86.9K | 0.12% | 140 |
|
|
2025
Q3 | $1.63M | Sell |
5,788
-1,337
| -19% | -$350K | 0.11% | 147 |
|
|
2025
Q2 | $2.1M | Buy |
7,125
+1,264
| +22% | +$326K | 0.14% | 114 |
|
|
2025
Q1 | $1.46M | Buy |
5,861
+688
| +13% | +$168K | 0.13% | 135 |
|
|
2024
Q4 | $1.14M | Buy |
5,173
+569
| +12% | +$127K | 0.1% | 160 |
|
|
2024
Q3 | $1.02M | Sell |
4,604
-65
| -1% | -$12.7K | 0.1% | 151 |
|
|
2024
Q2 | $808K | Buy |
4,669
+174
| +4% | +$30.2K | 0.08% | 177 |
|
|
2024
Q1 | $858K | Buy |
4,495
+950
| +27% | +$173K | 0.09% | 168 |
|
|
2023
Q4 | $580K | Buy |
3,545
+939
| +36% | +$142K | 0.07% | 181 |
|
|
2023
Q3 | $366K | Buy |
2,606
+578
| +29% | +$82.2K | 0.05% | 208 |
|
|
2023
Q2 | $271K | Sell |
2,028
-960
| -32% | -$124K | 0.04% | 251 |
|
|
2023
Q1 | $392K | Sell |
2,988
-361
| -11% | -$48.3K | 0.07% | 182 |
|
|
2022
Q4 | $472K | Buy |
3,349
+472
| +16% | +$65.1K | 0.09% | 146 |
|
|
2022
Q3 | $342K | Buy |
2,877
+191
| +7% | +$25.1K | 0.09% | 164 |
|
|
2022
Q2 | $379K | Buy |
2,686
+151
| +6% | +$20.4K | 0.09% | 161 |
|
|
2022
Q1 | $330K | Buy |
2,535
+873
| +53% | +$114K | 0.05% | 289 |
|
|
2021
Q4 | $222K | Sell |
1,662
-388
| -19% | -$48.7K | 0.03% | 403 |
|
|
2021
Q3 | $272K | Buy |
2,050
+10
| +0.5% | +$1.34K | 0.03% | 369 |
|
|
2021
Q2 | $286K | Sell |
2,040
-616
| -23% | -$84.2K | 0.04% | 339 |
|
|
2021
Q1 | $363K | Buy |
2,656
+271
| +11% | +$32.4K | 0.08% | 217 |
|
|
2020
Q4 | $287K | Sell |
2,385
-298
| -11% | -$34.4K | 0.08% | 219 |
|
|
2020
Q3 | $288K | Sell |
2,683
-605
| -18% | -$71.2K | 0.1% | 165 |
|
|
2020
Q2 | $380K | Sell |
3,288
-1,814
| -36% | -$211K | 0.17% | 119 |
|
|
2020
Q1 | $541K | Buy |
+5,102
| New | +$645K | 0.3% | 84 |
|
|
2019
Q4 | – | Sell |
-1,485
| Closed | -$206K | – | 175 |
|
|
2019
Q3 | $206K | Buy |
1,485
+78
| +6% | +$10.5K | 0.13% | 150 |
|
|
2019
Q2 | $182K | Hold |
1,407
| – | – | 0.12% | 118 |
|
|
2019
Q1 | $186K | Buy |
1,407
+26
| +2% | +$3.31K | 0.12% | 116 |
|
|
2018
Q4 | $149K | Sell |
1,381
-18
| -1% | -$2.16K | 0.1% | 123 |
|
|
2018
Q3 | $200K | Buy |
1,399
+42
| +3% | +$5.87K | 0.12% | 119 |
|
|
2018
Q2 | $179K | Sell |
1,357
-8
| -0.6% | -$1.12K | 0.11% | 115 |
|
|
2018
Q1 | $201K | Buy |
1,365
+30
| +2% | +$4.54K | 0.13% | 92 |
|
|
2017
Q4 | $194K | Buy |
+1,335
| New | +$194K | 0.15% | 80 |
|
Other funds holding IBM
Avestar Capital's IBM Position: Q3 2026 in Review
Avestar Capital reduced its IBM (IBM) stake by 24% in Q3 2026, selling an estimated $557K and leaving 7,297 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #145.
Avestar Capital first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.71M in Q2 2026. 2,717 funds tracked by Wall St. Rank hold IBM as of Q3 2026.
- Avestar Capital held 7,297 shares of IBM worth $1.6M as of Q3 2026.
- Avestar Capital sold 2,344 IBM shares in Q3 2026, an estimated $557K.
- IBM made up 0.13% of Avestar Capital's portfolio in Q3 2026, its #145 holding.
- Avestar Capital first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- Avestar Capital's IBM position peaked at $2.71M in Q2 2026.
- 2,717 funds tracked by Wall St. Rank held IBM as of Q3 2026.
Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.