Avestar Capital’s IBM IBM Stock Holding History

Avestar Capital’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
2021 Q4	–	Sell	-5,858	Closed	-$744K	–	466
2021 Q3	$744K	Buy	+5,858	New	+$783K	0.1%	221

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avestar Capital's IBM Position: Q2 2026 in Review

Avestar Capital increased its IBM (IBM) stake by 64% in Q2 2026, buying an estimated $947K and bringing the position to 9,641 shares worth $2.71M. The position accounts for 0.15% of the portfolio, ranked #113.

Avestar Capital first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Avestar Capital held 9,641 shares of IBM worth $2.71M as of Q2 2026.
Avestar Capital bought 3,757 IBM shares in Q2 2026, an estimated $947K.
IBM made up 0.15% of Avestar Capital's portfolio in Q2 2026, its #113 holding.
Avestar Capital first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.