TAFW
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Tred Avon Family Wealth’s IBM IBM Stock Holding History

Tred Avon Family Wealth’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 		$932K Sell
3,314
-35
-1% -$8.82K 0.29% 97
2026
Q1 		$812K Buy
3,349
+2,075
+163% +$561K 0.27% 108
2025
Q4 		$377K Hold
1,274
– – 0.12% 190
2025
Q3 		$359K Buy
+1,274
New +$333K 0.12% 188

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

Tred Avon Family Wealth's IBM Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $8.82K and leaving 3,314 shares worth $932K. The position accounts for 0.29% of the portfolio, ranked #97.

Tred Avon Family Wealth first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tred Avon Family Wealth held 3,314 shares of IBM worth $932K as of Q2 2026.
  • Tred Avon Family Wealth sold 35 IBM shares in Q2 2026, an estimated $8.82K.
  • IBM made up 0.29% of Tred Avon Family Wealth's portfolio in Q2 2026, its #97 holding.
  • Tred Avon Family Wealth first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.