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Avidian Wealth Enterprises’s IBM IBM Stock Holding History

Avidian Wealth Enterprises’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 		$2.97M Buy
10,579
+388
+4% +$97.8K 0.08% 151
2026
Q1 		$2.47M Buy
10,191
+1,723
+20% +$466K 0.08% 162
2025
Q4 		$2.51M Buy
8,468
+131
+2% +$39.2K 0.09% 115
2025
Q3 		$2.35M Buy
8,337
+277
+3% +$72.5K 0.09% 122
2025
Q2 		$2.38M Sell
8,060
-289
-3% -$74.5K 0.1% 106
2025
Q1 		$2.08M Buy
8,349
+544
+7% +$133K 0.09% 120
2024
Q4 		$1.72M Buy
7,805
+179
+2% +$39.9K 0.08% 134
2024
Q3 		$1.69M Buy
7,626
+620
+9% +$122K 0.08% 139
2024
Q2 		$1.21M Sell
7,006
-473
-6% -$82.2K 0.05% 161
2024
Q1 		$1.43M Sell
7,479
-858
-10% -$157K 0.07% 130
2023
Q4 		$1.36M Buy
8,337
+30
+0.4% +$4.53K 0.08% 134
2023
Q3 		$1.17M Sell
8,307
-1,961
-19% -$279K 0.08% 146
2023
Q2 		$1.37M Sell
10,268
-6,439
-39% -$831K 0.09% 150
2023
Q1 		$2.19M Buy
16,707
+382
+2% +$51.1K 0.12% 134
2022
Q4 		$2.3M Buy
16,325
+2,040
+14% +$281K 0.15% 115
2022
Q3 		$1.7M Sell
14,285
-101
-0.7% -$13.3K 0.12% 111
2022
Q2 		$2.03M Buy
14,386
+1,152
+9% +$155K 0.14% 111
2022
Q1 		$1.72M Buy
13,234
+165
+1% +$21.5K 0.11% 130
2021
Q4 		$1.75M Buy
13,069
+2,338
+22% +$293K 0.11% 129
2021
Q3 		$1.43M Buy
10,731
+1,159
+12% +$155K 0.11% 105
2021
Q2 		$1.34M Sell
9,572
-1,238
-11% -$169K 0.1% 110
2021
Q1 		$1.38M Buy
10,810
+159
+1% +$19K 0.12% 102
2020
Q4 		$1.28M Buy
10,651
+356
+3% +$41.1K 0.12% 99
2020
Q3 		$1.2M Buy
10,295
+1,164
+13% +$137K 0.14% 95
2020
Q2 		$1.05M Buy
9,131
+1,142
+14% +$133K 0.14% 88
2020
Q1 		$847K Buy
7,989
+5,353
+203% +$677K 0.14% 82
2019
Q4 		$338K Buy
2,636
+27
+1% +$3.51K 0.05% 163
2019
Q3 		$363K Buy
2,609
+491
+23% +$66.2K 0.06% 127
2019
Q2 		$279K Buy
2,118
+22
+1% +$2.89K 0.07% 116
2019
Q1 		$283K Buy
+2,096
New +$267K 0.06% 98

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

Avidian Wealth Enterprises's IBM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its IBM (IBM) stake by 3.8% in Q2 2026, buying an estimated $97.8K and bringing the position to 10,579 shares worth $2.97M. The position accounts for 0.08% of the portfolio, ranked #151.

Avidian Wealth Enterprises first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Avidian Wealth Enterprises held 10,579 shares of IBM worth $2.97M as of Q2 2026.
  • Avidian Wealth Enterprises bought 388 IBM shares in Q2 2026, an estimated $97.8K.
  • IBM made up 0.08% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #151 holding.
  • Avidian Wealth Enterprises first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.