AWA
IBM icon

Aaron Wealth Advisors’s IBM IBM Stock Holding History

Aaron 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 		$3.25M Sell
11,566
-13
-0.1% -$3.27K 0.17% 79
2026
Q1 		$2.81M Buy
11,579
+1,467
+15% +$397K 0.16% 83
2025
Q4 		$3M Buy
10,112
+2,838
+39% +$850K 0.16% 82
2025
Q3 		$2.05M Sell
7,274
-1,038
-12% -$272K 0.12% 103
2025
Q2 		$2.45M Sell
8,312
-388
-4% -$100K 0.25% 58
2025
Q1 		$2.16M Buy
8,700
+280
+3% +$68.5K 0.25% 61
2024
Q4 		$1.85M Buy
8,420
+600
+8% +$134K 0.21% 69
2024
Q3 		$1.73M Buy
7,820
+222
+3% +$43.5K 0.21% 67
2024
Q2 		$1.31M Sell
7,598
-352
-4% -$61.2K 0.18% 76
2024
Q1 		$1.52M Sell
7,950
-4,258
-35% -$777K 0.22% 68
2023
Q4 		$2M Sell
12,208
-295,619
-96% -$44.7M 0.33% 41
2023
Q3 		$43.2M Buy
307,827
+142,886
+87% +$20.3M 5.57% 5
2023
Q2 		$22.1M Buy
164,941
+34,999
+27% +$4.52M 2.87% 7
2023
Q1 		$17M Sell
129,942
-17,800
-12% -$2.38M 2.34% 9
2022
Q4 		$20.8M Buy
147,742
+2,632
+2% +$363K 3.04% 7
2022
Q3 		$17.2M Buy
145,110
+118,649
+448% +$15.6M 3.18% 7
2022
Q2 		$3.74M Sell
26,461
-3,331,045
-99% -$450M 0.94% 27
2022
Q1 		$25.8M Buy
3,357,506
+3,331,899
+13,012% +$435M 0.36% 33
2021
Q4 		$3.42M Sell
25,607
-118
-0.5% -$14.8K 0.96% 26
2021
Q3 		$3.42M Sell
25,725
-304
-1% -$40.6K 0.96% 24
2021
Q2 		$3.65M Buy
26,029
+860
+3% +$118K 1.2% 21
2021
Q1 		$3.21M Sell
25,169
-9,011
-26% -$1.08M 1.18% 22
2020
Q4 		$4.11M Buy
+34,180
New +$3.95M 1.51% 20

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 $3.37T AUM 44.26% 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

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

Aaron Wealth Advisors reduced its IBM (IBM) stake by 0.11% in Q2 2026, selling an estimated $3.27K and leaving 11,566 shares worth $3.25M. The position accounts for 0.17% of the portfolio, ranked #79.

Aaron Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $43.2M in Q3 2023. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aaron Wealth Advisors held 11,566 shares of IBM worth $3.25M as of Q2 2026.
  • Aaron Wealth Advisors sold 13 IBM shares in Q2 2026, an estimated $3.27K.
  • IBM made up 0.17% of Aaron Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Aaron Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's IBM position peaked at $43.2M in Q3 2023.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.