Arete Wealth Advisors’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 | $7.55M | Sell |
31,154
-3,950
| -11% | -$1.07M | 0.57% | 42 |
|
|
2025
Q4 | $10.4M | Sell |
35,104
-191
| -0.5% | -$57.2K | 0.63% | 35 |
|
|
2025
Q3 | $9.96M | Buy |
35,295
+870
| +3% | +$228K | 0.62% | 34 |
|
|
2025
Q2 | $10.1M | Buy |
34,425
+15,611
| +83% | +$4.02M | 0.72% | 31 |
|
|
2025
Q1 | $4.68M | Buy |
18,814
+4,441
| +31% | +$1.09M | 0.36% | 60 |
|
|
2024
Q4 | $3.16M | Buy |
14,373
+1,243
| +9% | +$277K | 0.23% | 94 |
|
|
2024
Q3 | $2.9M | Sell |
13,130
-1,332
| -9% | -$261K | 0.25% | 85 |
|
|
2024
Q2 | $2.5M | Sell |
14,462
-565
| -4% | -$98.2K | 0.21% | 104 |
|
|
2024
Q1 | $2.87M | Sell |
15,027
-226
| -1% | -$41.2K | 0.27% | 86 |
|
|
2023
Q4 | $2.49M | Buy |
+15,253
| New | +$2.3M | 0.19% | 111 |
|
|
2023
Q3 | – | Sell |
-16,629
| Closed | -$2.23M | – | 598 |
|
|
2023
Q2 | $2.23M | Sell |
16,629
-5,164
| -24% | -$666K | 0.2% | 112 |
|
|
2023
Q1 | $2.86M | Sell |
21,793
-108
| -0.5% | -$14.4K | 0.23% | 90 |
|
|
2022
Q4 | $3.09B | Buy |
21,901
+507
| +2% | +$69.9K | 0.27% | 80 |
|
|
2022
Q3 | $2.54M | Buy |
21,394
+5,343
| +33% | +$701K | 0.25% | 82 |
|
|
2022
Q2 | $2.27M | Buy |
16,051
+643
| +4% | +$86.8K | 0.23% | 86 |
|
|
2022
Q1 | $2M | Buy |
15,408
+1,222
| +9% | +$159K | 0.17% | 114 |
|
|
2021
Q4 | $1.93M | Buy |
14,186
+5,086
| +56% | +$638K | 0.16% | 117 |
|
|
2021
Q3 | $1.21M | Buy |
9,100
+517
| +6% | +$69.1K | 0.13% | 149 |
|
|
2021
Q2 | $1.08M | Buy |
8,583
+332
| +4% | +$45.4K | 0.15% | 133 |
|
|
2021
Q1 | $1.05M | Sell |
8,251
-170
| -2% | -$20.3K | 0.13% | 154 |
|
|
2020
Q4 | $1.01M | Sell |
8,421
-761
| -8% | -$88K | 0.14% | 147 |
|
|
2020
Q3 | $1.06M | Sell |
9,182
-203
| -2% | -$23.9K | 0.16% | 145 |
|
|
2020
Q2 | $1.08M | Sell |
9,385
-1,085
| -10% | -$126K | 0.19% | 131 |
|
|
2020
Q1 | $1.11M | Sell |
10,470
-692
| -6% | -$87.5K | 0.22% | 109 |
|
|
2019
Q4 | $1.43M | Sell |
11,162
-4,783
| -30% | -$622K | 0.25% | 98 |
|
|
2019
Q3 | $2.22M | Sell |
15,945
-558
| -3% | -$75.3K | 0.42% | 56 |
|
|
2019
Q2 | $2.18M | Buy |
16,503
+3,773
| +30% | +$496K | 0.42% | 58 |
|
|
2019
Q1 | $1.72M | Sell |
12,730
-2,763
| -18% | -$352K | 0.36% | 71 |
|
|
2018
Q4 | $1.68M | Sell |
15,493
-2,105
| -12% | -$253K | 0.41% | 59 |
|
|
2018
Q3 | $2.54M | Sell |
17,598
-1,016
| -5% | -$142K | 0.56% | 47 |
|
|
2018
Q2 | $2.49M | Buy |
18,614
+7,234
| +64% | +$1.01M | 0.59% | 43 |
|
|
2018
Q1 | $1.67M | Buy |
11,380
+4,508
| +66% | +$682K | 0.55% | 38 |
|
|
2017
Q4 | $1.01M | Buy |
6,872
+21
| +0.3% | +$3.05K | 0.33% | 73 |
|
|
2017
Q3 | $950K | Buy |
6,851
+3,591
| +110% | +$500K | 0.38% | 80 |
|
|
2017
Q2 | $480K | Buy |
3,260
+1,044
| +47% | +$157K | 0.22% | 127 |
|
|
2017
Q1 | $369K | Sell |
2,216
-218
| -9% | -$36.6K | 0.16% | 132 |
|
|
2016
Q4 | $386K | Sell |
2,434
-2,818
| -54% | -$429K | 0.18% | 112 |
|
|
2016
Q3 | $798K | Sell |
5,252
-3,555
| -40% | -$539K | 0.46% | 56 |
|
|
2016
Q2 | $1.28M | Sell |
8,807
-2,353
| -21% | -$337K | 0.8% | 29 |
|
|
2016
Q1 | $1.62M | Buy |
11,160
+10
| +0.1% | +$1.28K | 0.97% | 22 |
|
|
2015
Q4 | $1.47M | Buy |
11,150
+3,570
| +47% | +$480K | 0.89% | 26 |
|
|
2015
Q3 | $1.05M | Buy |
7,580
+43
| +0.6% | +$6.35K | 0.82% | 28 |
|
|
2015
Q2 | $1.17M | Buy |
7,537
+2,389
| +46% | +$384K | 0.79% | 25 |
|
|
2015
Q1 | $789K | Buy |
5,148
+14
| +0.3% | +$2.12K | 0.51% | 46 |
|
|
2014
Q4 | $787K | Buy |
5,134
+2,313
| +82% | +$368K | 0.56% | 45 |
|
|
2014
Q3 | $512K | Buy |
2,821
+71
| +3% | +$12.9K | 0.39% | 62 |
|
|
2014
Q2 | $478K | Sell |
2,750
-469
| -15% | -$84.4K | 0.37% | 69 |
|
|
2014
Q1 | $593K | Buy |
3,219
+639
| +25% | +$113K | 0.55% | 50 |
|
|
2013
Q4 | $463K | Buy |
+2,580
| New | +$445K | 0.46% | 57 |
|
Other funds holding IBM
VCM
VPM
Arete Wealth Advisors's IBM Position: Q1 2026 in Review
Arete Wealth Advisors reduced its IBM (IBM) stake by 11% in Q1 2026, selling an estimated $1.07M and leaving 31,154 shares worth $7.55M. The position accounts for 0.57% of the portfolio, ranked #42.
Arete Wealth Advisors first reported a position in IBM in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.09B in Q4 2022. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Arete Wealth Advisors held 31,154 shares of IBM worth $7.55M as of Q1 2026.
- Arete Wealth Advisors sold 3,950 IBM shares in Q1 2026, an estimated $1.07M.
- IBM made up 0.57% of Arete Wealth Advisors's portfolio in Q1 2026, its #42 holding.
- Arete Wealth Advisors first reported a position in IBM in Q4 2013 and has held it in 49 quarters since.
- Arete Wealth Advisors's IBM position peaked at $3.09B in Q4 2022.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.