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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
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% -$9.05K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aire Advisors's IBM Position: Q1 2026 in Review

Aire Advisors increased its IBM (IBM) stake by 2.8% in Q1 2026, buying an estimated $17.9K and bringing the position to 2,400 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #97.

Aire Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $739K in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aire Advisors held 2,400 shares of IBM worth $582K as of Q1 2026.
  • Aire Advisors bought 66 IBM shares in Q1 2026, an estimated $17.9K.
  • IBM made up 0.11% of Aire Advisors's portfolio in Q1 2026, its #97 holding.
  • Aire Advisors first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Aire Advisors's IBM position peaked at $739K in Q2 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.