AWM
IBM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ariadne Wealth Management's IBM Position: Q1 2026 in Review

Ariadne Wealth Management reduced its IBM (IBM) stake by 10% in Q1 2026, selling an estimated $43.6K and leaving 1,449 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #144.

Ariadne Wealth Management first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $657K in Q3 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Ariadne Wealth Management held 1,449 shares of IBM worth $351K as of Q1 2026.
  • Ariadne Wealth Management sold 161 IBM shares in Q1 2026, an estimated $43.6K.
  • IBM made up 0.16% of Ariadne Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Ariadne Wealth Management first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's IBM position peaked at $657K in Q3 2025.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.