AE Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.4M | Buy |
269,856
+158,241
| +142% | +$42.8M | 0.35% | 68 |
|
|
2025
Q4 | $33.1M | Buy |
111,615
+3,026
| +3% | +$906K | 0.19% | 115 |
|
|
2025
Q3 | $30.6M | Buy |
108,589
+8,797
| +9% | +$2.3M | 0.2% | 118 |
|
|
2025
Q2 | $29.4M | Sell |
99,792
-11,357
| -10% | -$2.93M | 0.22% | 107 |
|
|
2025
Q1 | $27.6M | Sell |
111,149
-1,191
| -1% | -$291K | 0.23% | 99 |
|
|
2024
Q4 | $24.7M | Buy |
112,340
+2,664
| +2% | +$593K | 0.21% | 111 |
|
|
2024
Q3 | $24.2M | Sell |
109,676
-3,810
| -3% | -$747K | 0.22% | 109 |
|
|
2024
Q2 | $19.6M | Sell |
113,486
-2,060
| -2% | -$358K | 0.2% | 125 |
|
|
2024
Q1 | $22.1M | Sell |
115,546
-133,171
| -54% | -$24.3M | 0.25% | 102 |
|
|
2023
Q4 | $46.6M | Sell |
248,717
-13,051
| -5% | -$1.97M | 0.24% | 86 |
|
|
2023
Q3 | $36.7M | Sell |
261,768
-3,643
| -1% | -$518K | 0.22% | 91 |
|
|
2023
Q2 | $35.5M | Sell |
265,411
-26,314
| -9% | -$3.4M | 0.21% | 99 |
|
|
2023
Q1 | $38.2M | Buy |
291,725
+26,751
| +10% | +$3.58M | 0.25% | 74 |
|
|
2022
Q4 | $37.3M | Buy |
264,974
+30,676
| +13% | +$4.23M | 0.27% | 71 |
|
|
2022
Q3 | $27.8M | Buy |
234,298
+24,042
| +11% | +$3.16M | 0.22% | 105 |
|
|
2022
Q2 | $29.7M | Buy |
210,256
+35,552
| +20% | +$4.8M | 0.24% | 96 |
|
|
2022
Q1 | $22.7M | Buy |
174,704
+18,050
| +12% | +$2.35M | 0.16% | 143 |
|
|
2021
Q4 | $20.9M | Buy |
156,654
+7,505
| +5% | +$941K | 0.15% | 145 |
|
|
2021
Q3 | $19.8M | Buy |
149,149
+14,602
| +11% | +$1.95M | 0.16% | 135 |
|
|
2021
Q2 | $18.9M | Buy |
134,547
+17,383
| +15% | +$2.38M | 0.16% | 130 |
|
|
2021
Q1 | $14.9M | Buy |
117,164
+9,407
| +9% | +$1.13M | 0.15% | 144 |
|
|
2020
Q4 | $13M | Buy |
107,757
+384
| +0.4% | +$44.4K | 0.15% | 151 |
|
|
2020
Q3 | $12.5M | Buy |
107,373
+5,592
| +5% | +$658K | 0.18% | 119 |
|
|
2020
Q2 | $11.8M | Buy |
101,781
+36,056
| +55% | +$4.19M | 0.18% | 126 |
|
|
2020
Q1 | $6.97M | Buy |
65,725
+9,289
| +16% | +$1.17M | 0.16% | 126 |
|
|
2019
Q4 | $7.23M | Buy |
56,436
+17,045
| +43% | +$2.22M | 0.16% | 124 |
|
|
2019
Q3 | $5.48M | Buy |
39,391
+2,950
| +8% | +$398K | 0.16% | 127 |
|
|
2019
Q2 | $4.8M | Buy |
36,441
+16,664
| +84% | +$2.19M | 0.14% | 128 |
|
|
2019
Q1 | $2.67M | Sell |
19,777
-1,453
| -7% | -$185K | 0.19% | 107 |
|
|
2018
Q4 | $2.31M | Sell |
21,230
-1,607
| -7% | -$193K | 0.39% | 65 |
|
|
2018
Q3 | $3.3M | Buy |
22,837
+4,828
| +27% | +$675K | 0.18% | 99 |
|
|
2018
Q2 | $2.4M | Sell |
18,009
-5,365
| -23% | -$748K | 0.16% | 92 |
|
|
2018
Q1 | $3.43M | Buy |
23,374
+198
| +0.9% | +$30K | 0.26% | 61 |
|
|
2017
Q4 | $3.4M | Buy |
23,176
+3,181
| +16% | +$463K | 0.3% | 59 |
|
|
2017
Q3 | $2.77M | Buy |
19,995
+2,943
| +17% | +$410K | 0.26% | 64 |
|
|
2017
Q2 | $2.51M | Buy |
17,052
+5,358
| +46% | +$808K | 0.3% | 62 |
|
|
2017
Q1 | $1.95M | Buy |
11,694
+6,074
| +108% | +$1.02M | 0.36% | 55 |
|
|
2016
Q4 | $892K | Buy |
+5,620
| New | +$856K | 0.36% | 61 |
|
Other funds holding IBM
VCM
VPM
AE Wealth Management's IBM Position: Q1 2026 in Review
AE Wealth Management increased its IBM (IBM) stake by 142% in Q1 2026, buying an estimated $42.8M and bringing the position to 269,856 shares worth $65.4M. The position accounts for 0.35% of the portfolio, ranked #68.
AE Wealth Management first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- AE Wealth Management held 269,856 shares of IBM worth $65.4M as of Q1 2026.
- AE Wealth Management bought 158,241 IBM shares in Q1 2026, an estimated $42.8M.
- IBM made up 0.35% of AE Wealth Management's portfolio in Q1 2026, its #68 holding.
- AE Wealth Management first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.