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Arlington Financial Advisors’s IBM IBM Stock Holding History

Arlington Financial 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 		– Sell
-774
Closed -$229K – 100
2025
Q4 		$229K Hold
774
– – 0.03% 95
2025
Q3 		$218K Hold
774
– – 0.03% 104
2025
Q2 		$228K Sell
774
-1,471
-66% -$379K 0.04% 79
2025
Q1 		$558K Buy
+2,245
New +$549K 0.1% 72
2019
Q4 		– Sell
-1,838
Closed -$256K – 57
2019
Q3 		$256K Hold
1,838
– – 0.15% 48
2019
Q2 		$242K Hold
1,838
– – 0.14% 49
2019
Q1 		$248K Sell
1,838
-314
-15% -$40K 0.14% 51
2018
Q4 		$234K Buy
2,152
+313
+17% +$37.6K 0.1% 72
2018
Q3 		$217K Sell
1,839
-40
-2% -$5.59K 0.13% 53
2018
Q2 		$260K Sell
1,879
-16
-0.8% -$2.23K 0.15% 53
2018
Q1 		$281K Sell
1,895
-116
-6% -$17.6K 0.18% 48
2017
Q4 		$319K Buy
+2,011
New +$292K 0.15% 47

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

Arlington Financial Advisors's IBM Position: Q1 2026 in Review

Arlington Financial Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 774 shares — an estimated $229K sold.

Arlington Financial Advisors first reported a position in IBM in Q4 2017 and held it in 12 quarters. The position peaked at $558K in Q1 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Arlington Financial Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Arlington Financial Advisors sold 774 IBM shares in Q1 2026, an estimated $229K.
  • Arlington Financial Advisors first reported a position in IBM in Q4 2017 and held it in 12 quarters.
  • Arlington Financial Advisors's IBM position peaked at $558K in Q1 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.