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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
Q2 		$853K Buy
2,859
+48
+2% +$12.1K 0.24% 86
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
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

Advisor Resource Council's IBM Position: Q2 2026 in Review

Advisor Resource Council increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,859 shares worth $853K. The position accounts for 0.24% of the portfolio, ranked #86.

Advisor Resource Council first reported a position in IBM in Q2 2021 and has held it in 14 quarters since. The position peaked at $4.57M in Q1 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advisor Resource Council held 2,859 shares of IBM worth $853K as of Q2 2026.
  • Advisor Resource Council bought 48 IBM shares in Q2 2026, an estimated $12.1K.
  • IBM made up 0.24% of Advisor Resource Council's portfolio in Q2 2026, its #86 holding.
  • Advisor Resource Council first reported a position in IBM in Q2 2021 and has held it in 14 quarters since.
  • Advisor Resource Council's IBM position peaked at $4.57M in Q1 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.