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Catherine Avery Investment Management’s IBM IBM Stock Holding History

Catherine Avery 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 		$7.21M Sell
25,644
-2,865
-10% -$722K 3.15% 6
2026
Q1 		$6.91M Buy
28,509
+10,187
+56% +$2.76M 3.09% 4
2025
Q4 		$5.43M Sell
18,322
-1,230
-6% -$368K 3.25% 2
2025
Q3 		$5.52M Buy
19,552
+3,427
+21% +$897K 3.55% 2
2025
Q2 		$4.75M Sell
16,125
-1,690
-9% -$435K 3.61% 2
2025
Q1 		$4.43M Sell
17,815
-1,121
-6% -$274K 3.97% 2
2024
Q4 		$4.16M Buy
+18,936
New +$4.22M 3.67% 2

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Catherine Avery Investment Management's IBM Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $722K and leaving 25,644 shares worth $7.21M. The position accounts for 3.15% of the portfolio, ranked #6.

Catherine Avery Investment Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 3,622 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Catherine Avery Investment Management held 25,644 shares of IBM worth $7.21M as of Q2 2026.
  • Catherine Avery Investment Management sold 2,865 IBM shares in Q2 2026, an estimated $722K.
  • IBM made up 3.15% of Catherine Avery Investment Management's portfolio in Q2 2026, its #6 holding.
  • Catherine Avery Investment Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 3,622 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.