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Arbor Investment Advisors’s IBM IBM Stock Holding History

Arbor Investment 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
Q2 		$603K Buy
+2,143
New +$540K 0.07% 73
2026
Q1 		– Sell
-722
Closed -$214K – 120
2025
Q4 		$214K Sell
722
-1,756
-71% -$526K 0.03% 105
2025
Q3 		$699K Buy
2,478
+1,412
+132% +$370K 0.09% 59
2025
Q2 		$314K Hold
1,066
– – 0.04% 81
2025
Q1 		$265K Buy
+1,066
New +$261K 0.04% 93
2024
Q4 		– Sell
-1,950
Closed -$431K – 113
2024
Q3 		$431K Buy
+1,950
New +$382K 0.06% 70
2024
Q2 		– Sell
-1,950
Closed -$372K – 106
2024
Q1 		$372K Hold
1,950
– – 0.05% 71
2023
Q4 		$319K Sell
1,950
-1,001
-34% -$151K 0.05% 75
2023
Q3 		$414K Hold
2,951
– – 0.07% 58
2023
Q2 		$395K Hold
2,951
– – 0.07% 62
2023
Q1 		$387K Hold
2,951
– – 0.07% 63
2022
Q4 		$416K Buy
2,951
+946
+47% +$130K 0.09% 61
2022
Q3 		$238K Sell
2,005
-1,212
-38% -$159K 0.06% 67
2022
Q2 		$454K Sell
3,217
-182
-5% -$24.6K 0.1% 57
2022
Q1 		$442K Buy
3,399
+114
+3% +$14.9K 0.08% 63
2021
Q4 		$439K Sell
3,285
-176
-5% -$22.1K 0.08% 61
2021
Q3 		$460K Hold
3,461
– – 0.09% 61
2021
Q2 		$485K Hold
3,461
– – 0.1% 62
2021
Q1 		$441K Hold
3,461
– – 0.1% 63
2020
Q4 		$417K Hold
3,461
– – 0.1% 58
2020
Q3 		$403K Hold
3,461
– – 0.11% 56
2020
Q2 		$400K Hold
3,461
– – 0.11% 55
2020
Q1 		$367K Hold
3,461
– – 0.12% 49
2019
Q4 		$444K Sell
3,461
-394
-10% -$51.2K 0.13% 52
2019
Q3 		$536K Buy
3,855
+1,603
+71% +$216K 0.16% 45
2019
Q2 		$297K Hold
2,252
– – 0.09% 63
2019
Q1 		$304K Hold
2,252
– – 0.1% 60
2018
Q4 		$245K Hold
2,252
– – 0.09% 49
2018
Q3 		$326K Sell
2,252
-150
-6% -$21K 0.12% 43
2018
Q2 		$321K Hold
2,402
– – 0.13% 40
2018
Q1 		$352K Hold
2,402
– – 0.15% 35
2017
Q4 		$352K Hold
2,402
– – 0.15% 35
2017
Q3 		$333K Sell
2,402
-45
-2% -$6.27K 0.16% 35
2017
Q2 		$360K Buy
2,447
+45
+2% +$6.78K 0.18% 31
2017
Q1 		$400K Sell
2,402
-418
-15% -$70.1K 0.2% 29
2016
Q4 		$448K Hold
2,820
– – 0.24% 28
2016
Q3 		$428K Sell
2,820
-37
-1% -$5.62K 0.23% 25
2016
Q2 		$415K Sell
2,857
-94
-3% -$13.5K 0.24% 26
2016
Q1 		$427K Hold
2,951
– – 0.26% 24
2015
Q4 		$388K Sell
2,951
-23
-0.8% -$3.09K 0.23% 25
2015
Q3 		$412K Buy
2,974
+94
+3% +$13.9K 0.26% 27
2015
Q2 		$448K Sell
2,880
-61
-2% -$9.8K 0.25% 26
2015
Q1 		$451K Hold
2,941
– – 0.25% 28
2014
Q4 		$451K Buy
2,941
+48
+2% +$7.64K 0.25% 29
2014
Q3 		$525K Sell
2,893
-45
-2% -$8.2K 0.29% 27
2014
Q2 		$509K Sell
2,938
-140
-5% -$25.2K 0.27% 29
2014
Q1 		$566K Hold
3,078
– – 0.32% 27
2013
Q4 		$552K Buy
3,078
+120
+4% +$20.7K 0.33% 27
2013
Q3 		$524K Buy
2,958
+69
+2% +$12.5K 0.34% 28
2013
Q2 		$528K Buy
+2,889
New +$563K 0.37% 23

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Arbor Investment Advisors's IBM Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in IBM (IBM) in Q2 2026: 2,143 shares worth $603K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in IBM as recently as Q4 2025.

Arbor Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $699K in Q3 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Arbor Investment Advisors held 2,143 shares of IBM worth $603K as of Q2 2026.
  • IBM was a new Arbor Investment Advisors position in Q2 2026.
  • IBM made up 0.07% of Arbor Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Arbor Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • Arbor Investment Advisors's IBM position peaked at $699K in Q3 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.