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Advisory Resource Group’s IBM IBM Stock Holding History

Advisory Resource Group’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 		$382K Buy
1,360
+118
+10% +$29.7K 0.06% 153
2026
Q1 		$301K Buy
1,242
+23
+2% +$6.22K 0.05% 151
2025
Q4 		$361K Sell
1,219
-72
-6% -$21.6K 0.06% 137
2025
Q3 		$364K Hold
1,291
– – 0.07% 143
2025
Q2 		$381K Sell
1,291
-84
-6% -$21.6K 0.07% 138
2025
Q1 		$342K Sell
1,375
-131
-9% -$32K 0.07% 141
2024
Q4 		$331K Buy
1,506
+18
+1% +$4.01K 0.07% 137
2024
Q3 		$329K Hold
1,488
– – 0.07% 132
2024
Q2 		$257K Hold
1,488
– – 0.06% 138
2024
Q1 		$284K Hold
1,488
– – 0.07% 138
2023
Q4 		$243K Hold
1,488
– – 0.06% 136
2023
Q3 		$209K Sell
1,488
-45
-3% -$6.4K 0.06% 148
2023
Q2 		$205K Buy
+1,533
New +$198K 0.06% 145
2023
Q1 		– Sell
-1,511
Closed -$213K – 152
2022
Q4 		$213K Buy
+1,511
New +$208K 0.06% 139
2022
Q3 		– Sell
-1,511
Closed -$213K – 137
2022
Q2 		$213K Buy
+1,511
New +$204K 0.07% 124

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Advisory Resource Group's IBM Position: Q2 2026 in Review

Advisory Resource Group increased its IBM (IBM) stake by 9.5% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,360 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #153.

Advisory Resource Group first reported a position in IBM in Q2 2022 and has held it in 15 quarters since. 629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Advisory Resource Group held 1,360 shares of IBM worth $382K as of Q2 2026.
  • Advisory Resource Group bought 118 IBM shares in Q2 2026, an estimated $29.7K.
  • IBM made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #153 holding.
  • Advisory Resource Group first reported a position in IBM in Q2 2022 and has held it in 15 quarters since.
  • 629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.