NorthAvenue LLC’s IBM IBM Stock Holding History

NorthAvenue 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	$220	Hold	1	–	–	﹤0.01%	256
2026 Q2	$282	Hold	1	–	–	﹤0.01%	291
2026 Q1	$243	Hold	1	–	–	﹤0.01%	248
2025 Q4	$297	Buy	+1	New	+$299	﹤0.01%	309

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

NorthAvenue LLC's IBM Position: Q3 2026 in Review

NorthAvenue LLC held its IBM (IBM) position steady in Q3 2026 at 1 share worth $220. The position accounts for ﹤0.01% of the portfolio, ranked #256.

NorthAvenue LLC first reported a position in IBM in Q4 2025 and has held it in 4 quarters since. The position peaked at $297 in Q4 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

NorthAvenue LLC held 1 share of IBM worth $220 as of Q3 2026.
NorthAvenue LLC left its IBM share count unchanged in Q3 2026.
IBM made up ﹤0.01% of NorthAvenue LLC's portfolio in Q3 2026, its #256 holding.
NorthAvenue LLC first reported a position in IBM in Q4 2025 and has held it in 4 quarters since.
NorthAvenue LLC's IBM position peaked at $297 in Q4 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on NorthAvenue LLC's 13F filing for Q3 2026, filed 29 Oct 2026.