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Avion Wealth’s IBM IBM Stock Holding History

Avion 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 		$168K Buy
599
+58
+11% +$14.6K 0.03% 126
2026
Q1 		$131K Buy
541
+171
+46% +$46.3K 0.03% 128
2025
Q4 		$109K Buy
370
+14
+4% +$4.19K 0.02% 139
2025
Q3 		$100K Buy
356
+5
+1% +$1.31K 0.02% 155
2025
Q2 		$103K Buy
351
+34
+11% +$8.76K 0.02% 143
2025
Q1 		$69K Hold
317
– – 0.02% 158
2024
Q4 		$69K Buy
317
+7
+2% +$1.56K 0.02% 158
2024
Q3 		$68K Buy
310
+14
+5% +$2.75K 0.02% 152
2024
Q2 		$51K Sell
296
-889
-75% -$154K 0.01% 159
2024
Q1 		$227K Buy
1,185
+221
+23% +$40.3K 0.06% 71
2023
Q4 		$158K Buy
964
+56
+6% +$8.46K 0.04% 83
2023
Q3 		$127K Buy
908
+13
+1% +$1.85K 0.04% 87
2023
Q2 		$119K Buy
895
+432
+93% +$55.8K 0.03% 98
2023
Q1 		$65K Buy
463
+1
+0.2% +$134 0.02% 130
2022
Q4 		$54K Hold
462
– – 0.02% 142
2022
Q3 		$55K Hold
462
– – 0.02% 142
2022
Q2 		$65K Buy
462
+66
+17% +$8.91K 0.02% 117
2022
Q1 		$51K Sell
396
-21
-5% -$2.74K 0.01% 129
2021
Q4 		$56K Sell
417
-19
-4% -$2.38K 0.02% 119
2021
Q3 		$58K Buy
436
+1
+0.2% +$134 0.02% 116
2021
Q2 		$61K Hold
435
– – 0.02% 117
2021
Q1 		$55K Buy
435
+21
+5% +$2.51K 0.02% 118
2020
Q4 		$50K Sell
414
-21
-5% -$2.43K 0.02% 122
2020
Q3 		$51K Hold
435
– – 0.02% 90
2020
Q2 		$50K Hold
435
– – 0.02% 91
2020
Q1 		$46K Buy
+435
New +$55K 0.02% 88

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Avion Wealth's IBM Position: Q2 2026 in Review

Avion Wealth increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $14.6K and bringing the position to 599 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #126.

Avion Wealth first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $227K in Q1 2024. 2,060 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Avion Wealth held 599 shares of IBM worth $168K as of Q2 2026.
  • Avion Wealth bought 58 IBM shares in Q2 2026, an estimated $14.6K.
  • IBM made up 0.03% of Avion Wealth's portfolio in Q2 2026, its #126 holding.
  • Avion Wealth first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Avion Wealth's IBM position peaked at $227K in Q1 2024.
  • 2,060 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.