Ariadne Wealth Management
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Ariadne Wealth Management’s IBM IBM Stock Holding History

Ariadne Wealth 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
Q3 		$446K Buy
2,026
+310
+18% +$73.6K 0.2% 131
2026
Q2 		$483K Buy
1,716
+267
+18% +$67.3K 0.21% 117
2026
Q1 		$351K Sell
1,449
-161
-10% -$43.6K 0.16% 144
2025
Q4 		$421K Sell
1,610
-532
-25% -$159K 0.17% 126
2025
Q3 		$657K Buy
2,142
+204
+11% +$53.4K 0.29% 77
2025
Q2 		$468K Buy
1,938
+126
+7% +$32.5K 0.22% 98
2025
Q1 		$455K Sell
1,812
-212
-10% -$51.9K 0.24% 93
2024
Q4 		$508K Buy
2,024
+243
+14% +$54.1K 0.23% 84
2024
Q3 		$381K Sell
1,781
-250
-12% -$49K 0.21% 100
2024
Q2 		$351K Buy
+2,031
New +$353K 0.27% 85

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ariadne Wealth Management's IBM Position: Q3 2026 in Review

Ariadne Wealth Management increased its IBM (IBM) stake by 18% in Q3 2026, buying an estimated $73.6K and bringing the position to 2,026 shares worth $446K. The position accounts for 0.2% of the portfolio, ranked #131.

Ariadne Wealth Management first reported a position in IBM in Q2 2024 and has held it in 10 quarters since. The position peaked at $657K in Q3 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Ariadne Wealth Management held 2,026 shares of IBM worth $446K as of Q3 2026.
  • Ariadne Wealth Management bought 310 IBM shares in Q3 2026, an estimated $73.6K.
  • IBM made up 0.2% of Ariadne Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Ariadne Wealth Management first reported a position in IBM in Q2 2024 and has held it in 10 quarters since.
  • Ariadne Wealth Management's IBM position peaked at $657K in Q3 2025.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.