Aries Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.24M | Buy |
11,537
+100
| +0.9% | +$25.2K | 0.64% | 35 |
|
|
2026
Q1 | $2.77M | Sell |
11,437
-80
| -0.7% | -$21.6K | 0.61% | 38 |
|
|
2025
Q4 | $3.41M | Buy |
11,517
+80
| +0.7% | +$24K | 0.76% | 33 |
|
|
2025
Q3 | $3.23M | Hold |
11,437
| – | – | 0.76% | 33 |
|
|
2025
Q2 | $3.37M | Sell |
11,437
-750
| -6% | -$193K | 0.88% | 30 |
|
|
2025
Q1 | $3.03M | Buy |
12,187
+550
| +5% | +$135K | 0.82% | 32 |
|
|
2024
Q4 | $2.56M | Hold |
11,637
| – | – | 0.7% | 35 |
|
|
2024
Q3 | $2.57M | Hold |
11,637
| – | – | 0.71% | 38 |
|
|
2024
Q2 | $2.01M | Hold |
11,637
| – | – | 0.63% | 39 |
|
|
2024
Q1 | $2.22M | Hold |
11,637
| – | – | 0.72% | 37 |
|
|
2023
Q4 | $1.9M | Sell |
11,637
-25
| -0.2% | -$3.78K | 0.68% | 38 |
|
|
2023
Q3 | $1.62M | Buy |
11,662
+25
| +0.2% | +$3.56K | 0.64% | 42 |
|
|
2023
Q2 | $1.56M | Sell |
11,637
-150
| -1% | -$19.4K | 0.6% | 49 |
|
|
2023
Q1 | $1.55M | Hold |
11,787
| – | – | 0.63% | 48 |
|
|
2022
Q4 | $1.66M | Hold |
11,787
| – | – | 0.72% | 44 |
|
|
2022
Q3 | $1.63M | Hold |
11,787
| – | – | 0.72% | 43 |
|
|
2022
Q2 | $1.66M | Buy |
+11,787
| New | +$1.59M | 0.76% | 41 |
|
|
2022
Q1 | – | Sell |
-11,787
| Closed | -$1.57M | – | 136 |
|
|
2021
Q4 | $1.57M | Sell |
11,787
-542
| -4% | -$68K | 0.6% | 46 |
|
|
2021
Q3 | $1.64M | Sell |
12,329
-105
| -0.8% | -$14K | 0.69% | 38 |
|
|
2021
Q2 | $1.74M | Sell |
12,434
-104
| -0.8% | -$14.2K | 0.75% | 36 |
|
|
2021
Q1 | $1.59M | Hold |
12,538
| – | – | 0.71% | 38 |
|
|
2020
Q4 | $1.54M | Sell |
12,538
-251
| -2% | -$29K | 0.77% | 35 |
|
|
2020
Q3 | $1.49M | Sell |
12,789
-523
| -4% | -$61.6K | 0.84% | 34 |
|
|
2020
Q2 | $1.54M | Sell |
13,312
-199
| -1% | -$23.1K | 0.94% | 29 |
|
|
2020
Q1 | $1.42M | Sell |
13,511
-123
| -0.9% | -$15.6K | 1.08% | 26 |
|
|
2019
Q4 | $1.75M | Hold |
13,634
| – | – | 1.07% | 27 |
|
|
2019
Q3 | $1.86M | Sell |
13,634
-141
| -1% | -$19K | 1.24% | 22 |
|
|
2019
Q2 | $1.86M | Sell |
13,775
-94
| -0.7% | -$12.3K | 1.3% | 21 |
|
|
2019
Q1 | $1.87M | Buy |
13,869
+7,958
| +135% | +$1.01M | 1.4% | 17 |
|
|
2018
Q4 | $642K | Sell |
5,911
-314
| -5% | -$37.7K | 0.68% | 47 |
|
|
2018
Q3 | $900K | Hold |
6,225
| – | – | 0.81% | 40 |
|
|
2018
Q2 | $862K | Hold |
6,225
| – | – | 0.8% | 39 |
|
|
2018
Q1 | $925K | Buy |
6,225
+1,705
| +38% | +$258K | 0.9% | 36 |
|
|
2017
Q4 | $702K | Buy |
+4,520
| New | +$657K | 0.65% | 49 |
|
Other funds holding IBM
Aries Wealth Management's IBM Position: Q2 2026 in Review
Aries Wealth Management increased its IBM (IBM) stake by 0.87% in Q2 2026, buying an estimated $25.2K and bringing the position to 11,537 shares worth $3.24M. The position accounts for 0.64% of the portfolio, ranked #35.
Aries Wealth Management first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.41M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Aries Wealth Management held 11,537 shares of IBM worth $3.24M as of Q2 2026.
- Aries Wealth Management bought 100 IBM shares in Q2 2026, an estimated $25.2K.
- IBM made up 0.64% of Aries Wealth Management's portfolio in Q2 2026, its #35 holding.
- Aries Wealth Management first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's IBM position peaked at $3.41M in Q4 2025.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.