Navalign LLC
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Navalign LLC’s IBM IBM Stock Holding History

Navalign LLC’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 		$228K Sell
1,038
-100
-9% -$23.7K 0.05% 114
2026
Q2 		$320K Buy
1,138
+131
+13% +$33K 0.07% 106
2026
Q1 		$244K Sell
1,007
-150
-13% -$40.6K 0.06% 112
2025
Q4 		$343K Hold
1,157
– – 0.08% 100
2025
Q3 		$326K Hold
1,157
– – 0.09% 102
2025
Q2 		$341K Hold
1,157
– – 0.09% 94
2025
Q1 		$288K Buy
1,157
+38
+3% +$9.3K 0.08% 105
2024
Q4 		$246K Hold
1,119
– – 0.07% 110
2024
Q3 		$247K Buy
+1,119
New +$219K 0.07% 109

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

Navalign LLC's IBM Position: Q3 2026 in Review

Navalign LLC reduced its IBM (IBM) stake by 8.8% in Q3 2026, selling an estimated $23.7K and leaving 1,038 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #114.

Navalign LLC first reported a position in IBM in Q3 2024 and has held it in 9 quarters since. The position peaked at $343K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Navalign LLC held 1,038 shares of IBM worth $228K as of Q3 2026.
  • Navalign LLC sold 100 IBM shares in Q3 2026, an estimated $23.7K.
  • IBM made up 0.05% of Navalign LLC's portfolio in Q3 2026, its #114 holding.
  • Navalign LLC first reported a position in IBM in Q3 2024 and has held it in 9 quarters since.
  • Navalign LLC's IBM position peaked at $343K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.