AA Financial Advisors
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AA Financial Advisors’s IBM IBM Stock Holding History

AA Financial 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
Q3 		$767K Buy
3,488
+66
+2% +$15.7K 0.09% 131
2026
Q2 		$962K Buy
3,422
+673
+24% +$170K 0.12% 115
2026
Q1 		$666K Buy
2,749
+1,176
+75% +$318K 0.09% 130
2025
Q4 		$466K Buy
1,573
+760
+93% +$228K 0.09% 132
2025
Q3 		$229K Buy
813
+116
+17% +$30.4K 0.05% 179
2025
Q2 		$205K Buy
+697
New +$180K 0.04% 183

Other funds holding IBM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

AA Financial Advisors's IBM Position: Q3 2026 in Review

AA Financial Advisors increased its IBM (IBM) stake by 1.9% in Q3 2026, buying an estimated $15.7K and bringing the position to 3,488 shares worth $767K. The position accounts for 0.09% of the portfolio, ranked #131.

AA Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $962K in Q2 2026. 2,436 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • AA Financial Advisors held 3,488 shares of IBM worth $767K as of Q3 2026.
  • AA Financial Advisors bought 66 IBM shares in Q3 2026, an estimated $15.7K.
  • IBM made up 0.09% of AA Financial Advisors's portfolio in Q3 2026, its #131 holding.
  • AA Financial Advisors first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • AA Financial Advisors's IBM position peaked at $962K in Q2 2026.
  • 2,436 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.