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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
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
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

Aviso Financial's IBM Position: Q1 2026 in Review

Aviso Financial increased its IBM (IBM) stake by 5.2% in Q1 2026, buying an estimated $5.68K and bringing the position to 426 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Aviso Financial first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $120K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aviso Financial held 426 shares of IBM worth $103K as of Q1 2026.
  • Aviso Financial bought 21 IBM shares in Q1 2026, an estimated $5.68K.
  • IBM made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #237 holding.
  • Aviso Financial first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's IBM position peaked at $120K in Q4 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.