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Avity Investment Management’s IBM IBM Stock Holding History

Avity Investment 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 		$14.7M Buy
52,271
+5,017
+11% +$1.26M 0.94% 35
2026
Q1 		$11.5M Buy
47,254
+43,109
+1,040% +$11.7M 0.83% 37
2025
Q4 		$1.23M Buy
4,145
+300
+8% +$89.8K 0.09% 63
2025
Q3 		$1.08M Buy
3,845
+200
+5% +$52.4K 0.08% 62
2025
Q2 		$1.07M Buy
3,645
+200
+6% +$51.5K 0.08% 61
2025
Q1 		$857K Buy
3,445
+150
+5% +$36.7K 0.07% 64
2024
Q4 		$724K Hold
3,295
– – 0.06% 64
2024
Q3 		$728K Sell
3,295
-72
-2% -$14.1K 0.06% 61
2024
Q2 		$582K Sell
3,367
-175
-5% -$30.4K 0.05% 63
2024
Q1 		$676K Buy
3,542
+1,005
+40% +$183K 0.06% 60
2023
Q4 		$415K Sell
2,537
-6
-0.2% -$907 0.04% 76
2023
Q3 		$357K Hold
2,543
– – 0.04% 66
2023
Q2 		$340K Hold
2,543
– – 0.03% 71
2023
Q1 		$333K Sell
2,543
-100
-4% -$13.4K 0.03% 75
2022
Q4 		$372K Hold
2,643
– – 0.04% 66
2022
Q3 		$314K Hold
2,643
– – 0.03% 66
2022
Q2 		$373K Sell
2,643
-400
-13% -$54K 0.04% 62
2022
Q1 		$396K Sell
3,043
-113
-4% -$14.7K 0.03% 67
2021
Q4 		$422K Sell
3,156
-236
-7% -$29.6K 0.03% 64
2021
Q3 		$451K Sell
3,392
-160
-5% -$21.4K 0.04% 59
2021
Q2 		$498K Buy
3,552
+160
+5% +$21.9K 0.04% 56
2021
Q1 		$432K Hold
3,392
– – 0.04% 55
2020
Q4 		$408K Buy
3,392
+378
+13% +$43.7K 0.04% 57
2020
Q3 		$351K Hold
3,014
– – 0.04% 56
2020
Q2 		$348K Hold
3,014
– – 0.04% 54
2020
Q1 		$320K Hold
3,014
– – 0.04% 51
2019
Q4 		$386K Sell
3,014
-104
-3% -$13.5K 0.04% 56
2019
Q3 		$433K Buy
3,118
+104
+3% +$14K 0.05% 51
2019
Q2 		$397K Hold
3,014
– – 0.05% 53
2019
Q1 		$407K Hold
3,014
– – 0.05% 51
2018
Q4 		$327K Hold
3,014
– – 0.05% 53
2018
Q3 		$436K Buy
3,014
+105
+4% +$14.7K 0.05% 50
2018
Q2 		$389K Hold
2,909
– – 0.05% 53
2018
Q1 		$427K Hold
2,909
– – 0.06% 52
2017
Q4 		$427K Buy
2,909
+282
+11% +$41K 0.05% 53
2017
Q3 		$364K Hold
2,627
– – 0.05% 56
2017
Q2 		$386K Hold
2,627
– – 0.05% 52
2017
Q1 		$437K Sell
2,627
-56
-2% -$9.39K 0.06% 52
2016
Q4 		$426K Sell
2,683
-86
-3% -$13.1K 0.06% 52
2016
Q3 		$416K Sell
2,769
-27
-1% -$4.1K 0.06% 51
2016
Q2 		$406K Sell
2,796
-3
-0.1% -$429 0.07% 53
2016
Q1 		$406K Sell
2,799
-1,674
-37% -$214K 0.07% 55
2015
Q4 		$588K Sell
4,473
-108
-2% -$14.5K 0.09% 51
2015
Q3 		$617K Sell
4,581
-21
-0.5% -$3.1K 0.1% 47
2015
Q2 		$716K Sell
4,602
-210
-4% -$33.8K 0.11% 44
2015
Q1 		$764K Hold
4,812
– – 0.12% 44
2014
Q4 		$738K Hold
4,812
– – 0.12% 45
2014
Q3 		$873K Sell
4,812
-25
-0.5% -$4.55K 0.15% 41
2014
Q2 		$838K Sell
4,837
-214
-4% -$38.5K 0.14% 43
2014
Q1 		$930K Sell
5,051
-575
-10% -$101K 0.17% 36
2013
Q4 		$1.01M Sell
5,626
-23
-0.4% -$3.97K 0.19% 37
2013
Q3 		$1M Sell
5,649
-131
-2% -$23.8K 0.21% 36
2013
Q2 		$1.06M Buy
+5,780
New +$1.13M 0.23% 39

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Avity Investment Management's IBM Position: Q2 2026 in Review

Avity Investment Management increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $1.26M and bringing the position to 52,271 shares worth $14.7M. The position accounts for 0.94% of the portfolio, ranked #35.

Avity Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Avity Investment Management held 52,271 shares of IBM worth $14.7M as of Q2 2026.
  • Avity Investment Management bought 5,017 IBM shares in Q2 2026, an estimated $1.26M.
  • IBM made up 0.94% of Avity Investment Management's portfolio in Q2 2026, its #35 holding.
  • Avity Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.