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Aviso Wealth Management’s IBM IBM Stock Holding History

Aviso 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
Q1 		$361K Buy
1,488
+562
+61% +$152K 0.16% 107
2025
Q4 		$274K Buy
926
+61
+7% +$18.3K 0.12% 129
2025
Q3 		$244K Buy
+865
New +$226K 0.11% 127

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 Wealth Management's IBM Position: Q1 2026 in Review

Aviso Wealth Management increased its IBM (IBM) stake by 61% in Q1 2026, buying an estimated $152K and bringing the position to 1,488 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #107.

Aviso Wealth Management first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aviso Wealth Management held 1,488 shares of IBM worth $361K as of Q1 2026.
  • Aviso Wealth Management bought 562 IBM shares in Q1 2026, an estimated $152K.
  • IBM made up 0.16% of Aviso Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Aviso Wealth Management first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.