Aire Advisors
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Aire Advisors’s IBM IBM Stock Holding History

Aire 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
Q3 		$538K Buy
2,446
+26
+1% +$6.17K 0.09% 106
2026
Q2 		$681K Buy
2,420
+20
+0.8% +$5.04K 0.11% 96
2026
Q1 		$582K Buy
2,400
+66
+3% +$17.9K 0.11% 97
2025
Q4 		$691K Buy
2,334
+1
+0% +$299 0.13% 87
2025
Q3 		$658K Sell
2,333
-175
-7% -$45.8K 0.12% 94
2025
Q2 		$739K Buy
2,508
+1
+0% +$258 0.14% 88
2025
Q1 		$623K Sell
2,507
-115
-4% -$28.1K 0.13% 88
2024
Q4 		$576K Buy
2,622
+20
+0.8% +$4.45K 0.12% 97
2024
Q3 		$575K Sell
2,602
-38
-1% -$7.45K 0.13% 87
2024
Q2 		$456K Buy
2,640
+926
+54% +$161K 0.1% 97
2024
Q1 		$328K Buy
1,714
+40
+2% +$7.3K 0.07% 112
2023
Q4 		$274K Sell
1,674
-758
-31% -$115K 0.07% 114
2023
Q3 		$341K Buy
2,432
+1
+0% +$142 0.09% 100
2023
Q2 		$325K Sell
2,431
-287
-11% -$37K 0.09% 103
2023
Q1 		$356K Sell
2,718
-98
-3% -$13.1K 0.1% 98
2022
Q4 		$394K Sell
2,816
-101
-3% -$13.9K 0.12% 91
2022
Q3 		$347K Sell
2,917
-69
-2% -$9.06K 0.12% 95
2022
Q2 		$424K Buy
2,986
+88
+3% +$11.9K 0.15% 82
2022
Q1 		$377K Sell
2,898
-108
-4% -$14.1K 0.13% 93
2021
Q4 		$402K Buy
+3,006
New +$377K 0.17% 75

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Aire Advisors's IBM Position: Q3 2026 in Review

Aire Advisors increased its IBM (IBM) stake by 1.1% in Q3 2026, buying an estimated $6.17K and bringing the position to 2,446 shares worth $538K. The position accounts for 0.09% of the portfolio, ranked #106.

Aire Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $739K in Q2 2025. 1,994 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Aire Advisors held 2,446 shares of IBM worth $538K as of Q3 2026.
  • Aire Advisors bought 26 IBM shares in Q3 2026, an estimated $6.17K.
  • IBM made up 0.09% of Aire Advisors's portfolio in Q3 2026, its #106 holding.
  • Aire Advisors first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
  • Aire Advisors's IBM position peaked at $739K in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Aire Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.