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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
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% +$9.29K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Navalign LLC's IBM Position: Q2 2026 in Review

Navalign LLC increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $33K and bringing the position to 1,138 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #106.

Navalign LLC first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $343K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Navalign LLC held 1,138 shares of IBM worth $320K as of Q2 2026.
  • Navalign LLC bought 131 IBM shares in Q2 2026, an estimated $33K.
  • IBM made up 0.07% of Navalign LLC's portfolio in Q2 2026, its #106 holding.
  • Navalign LLC first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Navalign LLC's IBM position peaked at $343K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.