Aviso Wealth Management
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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
Q3 		$314K Sell
1,430
-132
-8% -$31.3K 0.12% 113
2026
Q2 		$439K Buy
1,562
+74
+5% +$18.6K 0.15% 105
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Aviso Wealth Management's IBM Position: Q3 2026 in Review

Aviso Wealth Management reduced its IBM (IBM) stake by 8.5% in Q3 2026, selling an estimated $31.3K and leaving 1,430 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #113.

Aviso Wealth Management first reported a position in IBM in Q3 2025 and has held it in 5 quarters since. The position peaked at $439K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Aviso Wealth Management held 1,430 shares of IBM worth $314K as of Q3 2026.
  • Aviso Wealth Management sold 132 IBM shares in Q3 2026, an estimated $31.3K.
  • IBM made up 0.12% of Aviso Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Aviso Wealth Management first reported a position in IBM in Q3 2025 and has held it in 5 quarters since.
  • Aviso Wealth Management's IBM position peaked at $439K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.