Advisor Resource Council’s IBM IBM Stock Holding History

Advisor Resource Council’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 Q1	$681K	Buy	2,811 +208	+8%	+$56.3K	0.22%	94
2025 Q4	$815K	Buy	+2,603	New	+$780K	0.29%	77
2025 Q3	–	Sell	-1,394	Closed	-$411K	–	100
2025 Q2	$411K	Sell	1,394 -18,180	-93%	-$4.68M	0.16%	102
2025 Q1	$4.57M	Buy	+19,574	New	+$4.79M	0.37%	67
2024 Q4	–	Sell	-3,782	Closed	-$836K	–	157
2024 Q3	$836K	Buy	+3,782	New	+$742K	0.38%	65
2024 Q2	–	Sell	-3,739	Closed	-$614K	–	125
2024 Q1	$614K	Sell	3,739 -4,303	-54%	-$785K	0.26%	93
2023 Q4	$1.32M	Buy	+8,042	New	+$1.22M	0.15%	143
2023 Q2	–	Sell	-2,234	Closed	-$291K	–	213
2023 Q1	$291K	Buy	+2,234	New	+$299K	0.07%	201
2022 Q3	–	Sell	-5,624	Closed	-$794K	–	299
2022 Q2	$794K	Buy	5,624 +3,385	+151%	+$457K	0.07%	223
2022 Q1	$291K	Sell	2,239 -2,906	-56%	-$379K	0.09%	156
2021 Q4	$688K	Buy	5,145 +3,220	+167%	+$404K	0.05%	285
2021 Q3	$256K	Sell	1,925 -2,441	-56%	-$326K	0.08%	188
2021 Q2	$612K	Buy	+4,366	New	+$597K	0.06%	281

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Resource Council's IBM Position: Q1 2026 in Review

Advisor Resource Council increased its IBM (IBM) stake by 8% in Q1 2026, buying an estimated $56.3K and bringing the position to 2,811 shares worth $681K. The position accounts for 0.22% of the portfolio, ranked #94.

Advisor Resource Council first reported a position in IBM in Q2 2021 and has held it in 13 quarters since. The position peaked at $4.57M in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Advisor Resource Council held 2,811 shares of IBM worth $681K as of Q1 2026.
Advisor Resource Council bought 208 IBM shares in Q1 2026, an estimated $56.3K.
IBM made up 0.22% of Advisor Resource Council's portfolio in Q1 2026, its #94 holding.
Advisor Resource Council first reported a position in IBM in Q2 2021 and has held it in 13 quarters since.
Advisor Resource Council's IBM position peaked at $4.57M in Q1 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.