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Arkadios Wealth Advisors’s IBM IBM Stock Holding History

Arkadios Wealth 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
Q1 		$11.9M Buy
49,253
+11,543
+31% +$3.12M 0.19% 110
2025
Q4 		$11.2M Buy
37,710
+5,907
+19% +$1.77M 0.22% 101
2025
Q3 		$8.97M Buy
31,803
+5,518
+21% +$1.44M 0.22% 97
2025
Q2 		$7.75M Buy
26,285
+815
+3% +$210K 0.23% 98
2025
Q1 		$6.33M Buy
25,470
+7,484
+42% +$1.83M 0.24% 89
2024
Q4 		$3.95M Sell
17,986
-749
-4% -$167K 0.22% 99
2024
Q3 		$4.14M Buy
18,735
+1,380
+8% +$271K 0.23% 99
2024
Q2 		$3M Buy
17,355
+1,993
+13% +$346K 0.2% 102
2024
Q1 		$2.93M Buy
15,362
+316
+2% +$57.6K 0.23% 105
2023
Q4 		$2.46M Buy
15,046
+237
+2% +$35.8K 0.21% 110
2023
Q3 		$2.08M Buy
14,809
+7,928
+115% +$1.13M 0.2% 121
2023
Q2 		$921K Sell
6,881
-96
-1% -$12.4K 0.11% 198
2023
Q1 		$915K Buy
6,977
+955
+16% +$128K 0.11% 198
2022
Q4 		$848K Sell
6,022
-76
-1% -$10.5K 0.11% 192
2022
Q3 		$725K Buy
6,098
+2,340
+62% +$307K 0.11% 199
2022
Q2 		$531K Buy
3,758
+196
+6% +$26.5K 0.08% 267
2022
Q1 		$463K Sell
3,562
-1,943
-35% -$253K 0.06% 330
2021
Q4 		$736K Sell
5,505
-2,911
-35% -$365K 0.1% 245
2021
Q3 		$1.12M Buy
8,416
+1,841
+28% +$246K 0.16% 145
2021
Q2 		$921K Buy
6,575
+3,791
+136% +$518K 0.11% 214
2021
Q1 		$354K Sell
2,784
-608
-18% -$72.8K 0.06% 315
2020
Q4 		$408K Buy
3,392
+968
+40% +$112K 0.09% 223
2020
Q3 		$292K Buy
2,424
+498
+26% +$58.6K 0.15% 142
2020
Q2 		$222K Sell
1,926
-343
-15% -$39.8K 0.12% 147
2020
Q1 		$241K Buy
2,269
+101
+5% +$12.8K 0.15% 134
2019
Q4 		$320K Buy
+2,168
New +$282K 0.19% 115

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

Arkadios Wealth Advisors's IBM Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its IBM (IBM) stake by 31% in Q1 2026, buying an estimated $3.12M and bringing the position to 49,253 shares worth $11.9M. The position accounts for 0.19% of the portfolio, ranked #110.

Arkadios Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Arkadios Wealth Advisors held 49,253 shares of IBM worth $11.9M as of Q1 2026.
  • Arkadios Wealth Advisors bought 11,543 IBM shares in Q1 2026, an estimated $3.12M.
  • IBM made up 0.19% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • Arkadios Wealth Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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