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Avior Wealth Management’s IBM IBM Stock Holding History

Avior Wealth Management’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 		$2.12M Buy
7,829
+128
+2% +$32.3K 0.06% 237
2026
Q1 		$1.81M Buy
7,701
+996
+15% +$269K 0.05% 263
2025
Q4 		$1.89M Buy
6,705
+322
+5% +$96.4K 0.06% 206
2025
Q3 		$1.72M Buy
6,383
+229
+4% +$59.9K 0.06% 216
2025
Q2 		$1.72M Buy
6,154
+2
+0% +$515 0.06% 197
2025
Q1 		$1.47M Sell
6,152
-2,024
-25% -$495K 0.06% 209
2024
Q4 		$1.76M Buy
8,176
+114
+1% +$25.4K 0.06% 189
2024
Q3 		$1.74M Sell
8,062
-9
-0.1% -$1.76K 0.07% 183
2024
Q2 		$1.39M Sell
8,071
-1,718
-18% -$299K 0.06% 211
2024
Q1 		$1.85M Buy
9,789
+2,572
+36% +$469K 0.09% 170
2023
Q4 		$1.18M Sell
7,217
-1,877
-21% -$284K 0.07% 180
2023
Q3 		$1.29M Sell
9,094
-1,773
-16% -$252K 0.09% 157
2023
Q2 		$1.47M Sell
10,867
-208
-2% -$26.8K 0.1% 149
2023
Q1 		$1.47M Buy
11,075
+911
+9% +$122K 0.1% 152
2022
Q4 		$1.44M Sell
10,164
-622
-6% -$85.8K 0.11% 142
2022
Q3 		$1.31M Buy
10,786
+4,275
+66% +$561K 0.11% 139
2022
Q2 		$931K Sell
6,511
-495
-7% -$66.8K 0.09% 153
2022
Q1 		$930K Buy
7,006
+618
+10% +$80.6K 0.08% 175
2021
Q4 		$870K Buy
6,388
+2,637
+70% +$331K 0.07% 223
2021
Q3 		$511K Buy
3,751
+310
+9% +$41.4K 0.04% 312
2021
Q2 		$490K Sell
3,441
-45
-1% -$6.15K 0.05% 301
2021
Q1 		$461K Buy
3,486
+4
+0.1% +$479 0.05% 306
2020
Q4 		$441K Sell
3,482
-180
-5% -$20.8K 0.05% 296
2020
Q3 		$451K Buy
3,662
+13
+0.4% +$1.53K 0.06% 255
2020
Q2 		$447K Buy
3,649
+212
+6% +$24.6K 0.07% 255
2020
Q1 		$397K Sell
3,437
-90
-3% -$11.4K 0.08% 229
2019
Q4 		$470K Buy
3,527
+107
+3% +$13.9K 0.08% 237
2019
Q3 		$485K Buy
3,420
+19
+0.6% +$2.56K 0.09% 222
2019
Q2 		$464K Buy
3,401
+1,674
+97% +$220K 0.08% 220
2019
Q1 		$245K Sell
1,727
-1,569
-48% -$200K 0.05% 313
2018
Q4 		$391K Buy
3,296
+1,460
+80% +$175K 0.09% 207
2018
Q3 		$271K Buy
1,836
+1
+0.1% +$140 0.06% 285
2018
Q2 		$259K Sell
1,835
-11
-0.6% -$1.53K 0.06% 271
2018
Q1 		$275K Sell
1,846
-312
-14% -$47.2K 0.06% 241
2017
Q4 		$321K Buy
2,158
+23
+1% +$3.35K 0.07% 233
2017
Q3 		$306K Sell
2,135
-364
-15% -$50.7K 0.1% 121
2017
Q2 		$371K Sell
2,499
-6,923
-73% -$1.04M 0.15% 99
2017
Q1 		$1.56M Sell
9,422
-337
-3% -$56.5K 0.52% 63
2016
Q4 		$1.54M Sell
9,759
-61
-0.6% -$9.29K 0.58% 54
2016
Q3 		$1.49M Buy
9,820
+818
+9% +$124K 0.58% 49
2016
Q2 		$1.3M Buy
9,002
+242
+3% +$34.6K 0.55% 54
2016
Q1 		$1.27M Buy
8,760
+288
+3% +$36.8K 0.56% 55
2015
Q4 		$1.11M Buy
8,472
+404
+5% +$54.3K 0.61% 48
2015
Q3 		$1.12M Buy
8,068
+6,866
+571% +$1.01M 0.66% 40
2015
Q2 		$187K Buy
1,202
+605
+101% +$97.2K 0.15% 66
2015
Q1 		$92K Buy
597
+119
+25% +$18K 0.07% 101
2014
Q4 		$73K Sell
478
-46
-9% -$7.32K 0.06% 116
2014
Q3 		$95K Hold
524
– – 0.08% 98
2014
Q2 		$91K Buy
524
+94
+22% +$16.9K 0.08% 96
2014
Q1 		$79K Buy
+430
New +$75.7K 0.07% 99

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

Avior Wealth Management's IBM Position: Q2 2026 in Review

Avior Wealth Management increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $32.3K and bringing the position to 7,829 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #237.

Avior Wealth Management first reported a position in IBM in Q1 2014 and has held it in 50 quarters since. 1,876 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Avior Wealth Management held 7,829 shares of IBM worth $2.12M as of Q2 2026.
  • Avior Wealth Management bought 128 IBM shares in Q2 2026, an estimated $32.3K.
  • IBM made up 0.06% of Avior Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Avior Wealth Management first reported a position in IBM in Q1 2014 and has held it in 50 quarters since.
  • 1,876 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.