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 Q2	$220K	Buy	+784	New	+$198K	0.03%	101
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arlington Financial Advisors's IBM Position: Q2 2026 in Review

Arlington Financial Advisors opened a new position in IBM (IBM) in Q2 2026: 784 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #101 among its holdings. This is a return to the name: Arlington Financial Advisors previously reported a position in IBM as recently as Q4 2025.

Arlington Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 13 quarters since. The position peaked at $558K in Q1 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Arlington Financial Advisors held 784 shares of IBM worth $220K as of Q2 2026.
IBM was a new Arlington Financial Advisors position in Q2 2026.
IBM made up 0.03% of Arlington Financial Advisors's portfolio in Q2 2026, its #101 holding.
Arlington Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 13 quarters since.
Arlington Financial Advisors's IBM position peaked at $558K in Q1 2025.
3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.