AR Asset Management’s IBM IBM Stock Holding History

AR Asset Management’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	$7.62M	Hold	31,452	–	–	1.47%	22
2025 Q4	$9.32M	Hold	31,452	–	–	1.9%	15
2025 Q3	$8.87M	Hold	31,452	–	–	1.87%	15
2025 Q2	$9.27M	Hold	31,452	–	–	2.06%	14
2025 Q1	$7.82M	Hold	31,452	–	–	1.78%	16
2024 Q4	$6.91M	Hold	31,452	–	–	1.57%	19
2024 Q3	$6.95M	Hold	31,452	–	–	1.55%	20
2024 Q2	$5.44M	Hold	31,452	–	–	1.31%	25
2024 Q1	$6.01M	Hold	31,452	–	–	1.46%	23
2023 Q4	$5.14M	Hold	31,452	–	–	1.35%	23
2023 Q3	$4.41M	Hold	31,452	–	–	1.24%	25
2023 Q2	$4.21M	Hold	31,452	–	–	1.13%	30
2023 Q1	$4.12M	Hold	31,452	–	–	1.11%	31
2022 Q4	$4.43M	Hold	31,452	–	–	1.26%	28
2022 Q3	$3.74M	Buy	31,452 +2,800	+10%	+$367K	1.12%	31
2022 Q2	$4.04M	Buy	28,652 +3,360	+13%	+$454K	1.14%	30
2022 Q1	$3.29M	Hold	25,292	–	–	0.83%	38
2021 Q4	$3.38M	Sell	25,292 -1,163	-4%	-$146K	0.86%	36
2021 Q3	$3.51M	Hold	26,455	–	–	0.98%	34
2021 Q2	$3.71M	Hold	26,455	–	–	1.04%	36
2021 Q1	$3.37M	Sell	26,455 -183	-0.7%	-$21.9K	1.01%	37
2020 Q4	$3.21M	Hold	26,638	–	–	1.03%	31
2020 Q3	$3.1M	Buy	26,638 +52	+0.2%	+$6.12K	1.09%	32
2020 Q2	$3.07M	Buy	26,586 +22	+0.1%	+$2.56K	1.16%	31
2020 Q1	$2.82M	Buy	26,564 +78	+0.3%	+$9.86K	1.16%	31
2019 Q4	$3.39M	Hold	26,486	–	–	1.14%	28
2019 Q3	$3.68M	Hold	26,486	–	–	1.3%	25
2019 Q2	$3.49M	Buy	26,486 +31	+0.1%	+$4.07K	1.26%	24
2019 Q1	$3.57M	Hold	26,455	–	–	1.34%	23
2018 Q4	$2.88M	Sell	26,455 -28,033	-51%	-$3.36M	1.23%	25
2018 Q3	$7.88M	Hold	54,488	–	–	2.9%	9
2018 Q2	$7.28M	Hold	54,488	–	–	2.83%	9
2018 Q1	$7.99M	Sell	54,488 -105	-0.2%	-$15.9K	3.22%	6
2017 Q4	$8.01M	Hold	54,593	–	–	3.08%	8
2017 Q3	$7.57M	Buy	54,593 +2,092	+4%	+$291K	3%	8
2017 Q2	$7.72M	Hold	52,501	–	–	3.14%	7
2017 Q1	$8.74M	Hold	52,501	–	–	3.61%	5
2016 Q4	$8.33M	Sell	52,501 -1,046	-2%	-$159K	3.55%	5
2016 Q3	$8.13M	Hold	53,547	–	–	3.51%	6
2016 Q2	$7.77M	Buy	53,547 +1,046	+2%	+$150K	3.26%	6
2016 Q1	$7.6M	Sell	52,501 -1,046	-2%	-$134K	3.31%	5
2015 Q4	$7.04M	Hold	53,547	–	–	3.21%	7
2015 Q3	$7.42M	Hold	53,547	–	–	3.3%	5
2015 Q2	$8.33M	Hold	53,547	–	–	3.4%	5
2015 Q1	$8.22M	Hold	53,547	–	–	3.29%	6
2014 Q4	$8.21M	Hold	53,547	–	–	3.31%	6
2014 Q3	$9.72M	Sell	53,547 -314	-0.6%	-$57.2K	3.94%	4
2014 Q2	$9.33M	Hold	53,861	–	–	3.75%	4
2014 Q1	$9.91M	Sell	53,861 -4,184	-7%	-$737K	4.15%	3
2013 Q4	$10.4M	Sell	58,045 -2,092	-3%	-$361K	4.41%	3
2013 Q3	$10.6M	Hold	60,137	–	–	4.72%	3
2013 Q2	$11M	Buy	+60,137	New	+$11.7M	4.92%	3

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AR Asset Management's IBM Position: Q1 2026 in Review

AR Asset Management held its IBM (IBM) position steady in Q1 2026 at 31,452 shares worth $7.62M. The position accounts for 1.47% of the portfolio, ranked #22.

AR Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

AR Asset Management held 31,452 shares of IBM worth $7.62M as of Q1 2026.
AR Asset Management left its IBM share count unchanged in Q1 2026.
IBM made up 1.47% of AR Asset Management's portfolio in Q1 2026, its #22 holding.
AR Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
AR Asset Management's IBM position peaked at $11M in Q2 2013.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on AR Asset Management's 13F filing for Q1 2026, filed 13 May 2026.