ACP
IBM icon

Aviance Capital Partners’s IBM IBM Stock Holding History

Aviance Capital Partners’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 		$924K Hold
3,813
– – 0.11% 159
2025
Q4 		$1.13M Hold
3,813
– – 0.13% 146
2025
Q3 		$1.08M Buy
3,813
+523
+16% +$137K 0.13% 150
2025
Q2 		$970K Buy
3,290
+583
+22% +$150K 0.13% 155
2025
Q1 		$673K Sell
2,707
-115
-4% -$28.1K 0.09% 186
2024
Q4 		$620K Buy
2,822
+485
+21% +$108K 0.09% 193
2024
Q3 		$521K Hold
2,337
– – 0.07% 221
2024
Q2 		$404K Buy
2,337
+16
+0.7% +$2.78K 0.06% 228
2024
Q1 		$443K Hold
2,321
– – 0.07% 221
2023
Q4 		$380K Hold
2,321
– – 0.08% 190
2023
Q3 		$326K Sell
2,321
-512
-18% -$72.8K 0.07% 200
2023
Q2 		$379K Sell
2,833
-120
-4% -$15.5K 0.08% 197
2023
Q1 		$387K Sell
2,953
-18
-0.6% -$2.41K 0.09% 190
2022
Q4 		$419K Buy
2,971
+658
+28% +$90.8K 0.1% 189
2022
Q3 		$275K Buy
2,313
+12
+0.5% +$1.57K 0.07% 218
2022
Q2 		$325K Hold
2,301
– – 0.07% 211
2022
Q1 		$299K Sell
2,301
-125
-5% -$16.3K 0.05% 216
2021
Q4 		$324K Buy
2,426
+75
+3% +$9.41K 0.05% 217
2021
Q3 		$312K Buy
2,351
+7
+0.3% +$936 0.06% 219
2021
Q2 		$329K Buy
2,344
+206
+10% +$28.2K 0.06% 213
2021
Q1 		$272K Sell
2,138
-282
-12% -$33.8K 0.05% 242
2020
Q4 		$291K Buy
2,420
+209
+9% +$24.2K 0.06% 219
2020
Q3 		$257K Hold
2,211
– – 0.06% 219
2020
Q2 		$255K Sell
2,211
-105
-5% -$12.2K 0.06% 211
2020
Q1 		$246K Hold
2,316
– – 0.08% 190
2019
Q4 		$297K Sell
2,316
-104
-4% -$13.5K 0.08% 196
2019
Q3 		$337K Sell
2,420
-722
-23% -$97.4K 0.1% 180
2019
Q2 		$414K Buy
3,142
+173
+6% +$22.7K 0.11% 176
2019
Q1 		$400K Sell
2,969
-333
-10% -$42.4K 0.11% 170
2018
Q4 		$358K Sell
3,302
-801
-20% -$96.1K 0.13% 170
2018
Q3 		$593K Buy
4,103
+213
+5% +$29.8K 0.14% 155
2018
Q2 		$520K Buy
3,890
+30
+0.8% +$4.18K 0.15% 164
2018
Q1 		$566K Sell
3,860
-120
-3% -$18.2K 0.17% 148
2017
Q4 		$584K Sell
3,980
-497
-11% -$72.3K 0.19% 138
2017
Q3 		$621K Sell
4,477
-975
-18% -$136K 0.21% 128
2017
Q2 		$802K Sell
5,452
-5,141
-49% -$775K 0.26% 112
2017
Q1 		$1.76M Sell
10,593
-15,693
-60% -$2.63M 0.64% 39
2016
Q4 		$4.17M Sell
26,286
-209
-0.8% -$31.8K 1.47% 8
2016
Q3 		$4.02M Sell
26,495
-105
-0.4% -$15.9K 1.42% 9
2016
Q2 		$3.86M Sell
26,600
-231
-0.9% -$33.1K 1.42% 8
2016
Q1 		$3.88M Buy
26,831
+14,533
+118% +$1.86M 1.35% 8
2015
Q4 		$1.62M Sell
12,298
-1,527
-11% -$205K 0.56% 46
2015
Q3 		$1.92M Sell
13,825
-1,485
-10% -$219K 0.79% 28
2015
Q2 		$2.38M Sell
15,310
-53
-0.3% -$8.52K 0.89% 20
2015
Q1 		$2.36M Sell
15,363
-2,907
-16% -$441K 0.86% 23
2014
Q4 		$2.8M Sell
18,270
-2,176
-11% -$346K 1.05% 15
2014
Q3 		$3.71M Sell
20,446
-419
-2% -$76.3K 1.4% 7
2014
Q2 		$3.62M Sell
20,865
-523
-2% -$94.1K 1.41% 7
2014
Q1 		$3.94M Sell
21,388
-5,062
-19% -$891K 1.66% 5
2013
Q4 		$4.74M Sell
26,450
-1,502
-5% -$259K 2% 6
2013
Q3 		$4.95M Buy
27,952
+8,117
+41% +$1.48M 2.31% 5
2013
Q2 		$3.62M Buy
+19,835
New +$3.86M 1.96% 6

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

Aviance Capital Partners's IBM Position: Q1 2026 in Review

Aviance Capital Partners held its IBM (IBM) position steady in Q1 2026 at 3,813 shares worth $924K. The position accounts for 0.11% of the portfolio, ranked #159.

Aviance Capital Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.95M in Q3 2013. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aviance Capital Partners held 3,813 shares of IBM worth $924K as of Q1 2026.
  • Aviance Capital Partners left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.11% of Aviance Capital Partners's portfolio in Q1 2026, its #159 holding.
  • Aviance Capital Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Aviance Capital Partners's IBM position peaked at $4.95M in Q3 2013.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.