Arax Advisory Partners’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 | $4.18M | Buy |
17,233
+1,130
| +7% | +$306K | 0.12% | 157 |
|
|
2025
Q4 | $4.77M | Sell |
16,103
-13,968
| -46% | -$4.18M | 0.14% | 130 |
|
|
2025
Q3 | $8.48M | Buy |
30,071
+20,035
| +200% | +$5.24M | 0.12% | 129 |
|
|
2025
Q2 | $3.2M | Buy |
10,036
+1,025
| +11% | +$264K | 0.15% | 113 |
|
|
2025
Q1 | $2.24M | Sell |
9,011
-348
| -4% | -$85.1K | 0.14% | 108 |
|
|
2024
Q4 | $2.06M | Buy |
9,359
+2,265
| +32% | +$504K | 0.13% | 106 |
|
|
2024
Q3 | $1.57M | Sell |
7,094
-520
| -7% | -$102K | 0.14% | 82 |
|
|
2024
Q2 | $1.32M | Sell |
7,614
-51
| -0.7% | -$8.86K | 0.13% | 93 |
|
|
2024
Q1 | $1.46M | Buy |
7,665
+145
| +2% | +$26.5K | 0.15% | 79 |
|
|
2023
Q4 | $1.23M | Sell |
7,520
-84
| -1% | -$12.7K | 0.14% | 85 |
|
|
2023
Q3 | $1.07M | Sell |
7,604
-800
| -10% | -$114K | 0.13% | 88 |
|
|
2023
Q2 | $1.12M | Buy |
8,404
+145
| +2% | +$18.7K | 0.14% | 72 |
|
|
2023
Q1 | $1.08M | Buy |
8,259
+28
| +0.3% | +$3.75K | 0.14% | 73 |
|
|
2022
Q4 | $1.16M | Sell |
8,231
-1,276
| -13% | -$176K | 0.16% | 67 |
|
|
2022
Q3 | $1.13M | Sell |
9,507
-408
| -4% | -$53.5K | 0.18% | 63 |
|
|
2022
Q2 | $1.4M | Buy |
9,915
+10
| +0.1% | +$1.35K | 0.21% | 56 |
|
|
2022
Q1 | $1.29M | Buy |
9,905
+10
| +0.1% | +$1.3K | 0.17% | 63 |
|
|
2021
Q4 | $1.32M | Buy |
9,895
+18
| +0.2% | +$2.26K | 0.17% | 60 |
|
|
2021
Q3 | $1.31M | Buy |
9,877
+5,981
| +154% | +$800K | 0.18% | 57 |
|
|
2021
Q2 | $546K | Buy |
+3,896
| New | +$533K | 0.07% | 96 |
|
|
2020
Q4 | $431K | Sell |
3,586
-19
| -0.5% | -$2.2K | 0.06% | 99 |
|
|
2020
Q3 | $419K | Sell |
3,605
-210
| -6% | -$24.7K | 0.07% | 94 |
|
|
2020
Q2 | $440K | Buy |
3,815
+435
| +13% | +$50.5K | 0.08% | 86 |
|
|
2020
Q1 | $358K | Sell |
3,380
-470
| -12% | -$59.4K | 0.08% | 90 |
|
|
2019
Q4 | $493K | Sell |
3,850
-53
| -1% | -$6.89K | 0.14% | 68 |
|
|
2019
Q3 | $543K | Buy |
3,903
+4
| +0.1% | +$540 | 0.16% | 64 |
|
|
2019
Q2 | $514K | Buy |
+3,899
| New | +$512K | 0.17% | 62 |
|
|
2018
Q4 | $412K | Buy |
3,796
+5
| +0.1% | +$600 | 0.16% | 70 |
|
|
2018
Q3 | $548K | Buy |
3,791
+612
| +19% | +$85.5K | 0.22% | 56 |
|
|
2018
Q2 | $424K | Sell |
3,179
-85
| -3% | -$11.9K | 0.19% | 57 |
|
|
2018
Q1 | $478K | Sell |
3,264
-441
| -12% | -$66.7K | 0.25% | 44 |
|
|
2017
Q4 | $543K | Buy |
3,705
+997
| +37% | +$145K | 0.24% | 36 |
|
|
2017
Q3 | $375K | Sell |
2,708
-705
| -21% | -$98.2K | 0.18% | 46 |
|
|
2017
Q2 | $502K | Buy |
3,413
+1,081
| +46% | +$163K | 0.24% | 33 |
|
|
2017
Q1 | $388K | Buy |
2,332
+241
| +12% | +$40.4K | 0.19% | 39 |
|
|
2016
Q4 | $332K | Buy |
+2,091
| New | +$319K | 0.17% | 36 |
|
Other funds holding IBM
VCM
VPM
Arax Advisory Partners's IBM Position: Q1 2026 in Review
Arax Advisory Partners increased its IBM (IBM) stake by 7% in Q1 2026, buying an estimated $306K and bringing the position to 17,233 shares worth $4.18M. The position accounts for 0.12% of the portfolio, ranked #157.
Arax Advisory Partners first reported a position in IBM in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.48M in Q3 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Arax Advisory Partners held 17,233 shares of IBM worth $4.18M as of Q1 2026.
- Arax Advisory Partners bought 1,130 IBM shares in Q1 2026, an estimated $306K.
- IBM made up 0.12% of Arax Advisory Partners's portfolio in Q1 2026, its #157 holding.
- Arax Advisory Partners first reported a position in IBM in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's IBM position peaked at $8.48M in Q3 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.