Aviso Financial’s IBM IBM Stock Holding History

Aviso Financial’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	–	Sell	-426	Closed	-$103K	–	310
2026 Q1	$103K	Buy	426 +21	+5%	+$5.68K	﹤0.01%	237
2025 Q4	$120K	Hold	405	–	–	﹤0.01%	232
2025 Q3	$114K	Buy	405 +18	+5%	+$4.71K	﹤0.01%	243
2025 Q2	$114K	Hold	387	–	–	0.01%	243
2025 Q1	$96.2K	Hold	387	–	–	﹤0.01%	249
2024 Q4	$85.1K	Hold	387	–	–	﹤0.01%	256
2024 Q3	$85.6K	Hold	387	–	–	﹤0.01%	254
2024 Q2	$67K	Buy	+387	New	+$67.2K	﹤0.01%	254

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aviso Financial's IBM Position: Q2 2026 in Review

Aviso Financial sold out of IBM (IBM) in Q2 2026, closing a stake of 426 shares — an estimated $103K sold.

Aviso Financial first reported a position in IBM in Q2 2024 and held it in 8 quarters. The position peaked at $120K in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Aviso Financial reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
Aviso Financial sold 426 IBM shares in Q2 2026, an estimated $103K.
Aviso Financial first reported a position in IBM in Q2 2024 and held it in 8 quarters.
Aviso Financial's IBM position peaked at $120K in Q4 2025.
3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.