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Navis Wealth Advisors’s IBM IBM Stock Holding History

Navis Wealth Advisors’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 		$1.11M Buy
3,960
+477
+14% +$120K 0.42% 50
2026
Q1 		$844K Hold
3,483
– – 0.43% 65
2025
Q4 		$1.03M Buy
3,483
+36
+1% +$10.8K 0.44% 51
2025
Q3 		$973K Buy
3,447
+456
+15% +$119K 0.73% 26
2025
Q2 		$882K Hold
2,991
– – 0.74% 27
2025
Q1 		$744K Hold
2,991
– – 0.73% 30
2024
Q4 		$658K Buy
2,991
+37
+1% +$8.24K 0.72% 32
2024
Q3 		$653K Sell
2,954
-40
-1% -$7.84K 0.71% 36
2024
Q2 		$518K Sell
2,994
-6
-0.2% -$1.04K 0.59% 41
2024
Q1 		$573K Buy
3,000
+49
+2% +$8.94K 0.69% 37
2023
Q4 		$483K Sell
2,951
-40
-1% -$6.04K 0.63% 37
2023
Q3 		$420K Hold
2,991
– – 0.61% 38
2023
Q2 		$400K Hold
2,991
– – 0.37% 42
2023
Q1 		$392K Buy
2,991
+40
+1% +$5.35K 0.43% 42
2022
Q4 		$416K Hold
2,951
– – 0.59% 35
2022
Q3 		$351K Hold
2,951
– – 0.54% 39
2022
Q2 		$417K Hold
2,951
– – 0.45% 52
2022
Q1 		$384K Sell
2,951
-40
-1% -$5.22K 0.34% 62
2021
Q4 		$400K Sell
2,991
-138
-4% -$17.3K 0.34% 59
2021
Q3 		$416K Hold
3,129
– – 0.29% 75
2021
Q2 		$438K Hold
3,129
– – 0.37% 57
2021
Q1 		$399K Buy
3,129
+523
+20% +$62.6K 0.31% 68
2020
Q4 		$314K Buy
+2,606
New +$301K 0.28% 65

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 $3.38T AUM 44.17% 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

Navis Wealth Advisors's IBM Position: Q2 2026 in Review

Navis Wealth Advisors increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $120K and bringing the position to 3,960 shares worth $1.11M. The position accounts for 0.42% of the portfolio, ranked #50.

Navis Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Navis Wealth Advisors held 3,960 shares of IBM worth $1.11M as of Q2 2026.
  • Navis Wealth Advisors bought 477 IBM shares in Q2 2026, an estimated $120K.
  • IBM made up 0.42% of Navis Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Navis Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.