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ARS Investment Partners’s IBM IBM Stock Holding History

ARS Investment Partners’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 		$28.9M Buy
102,737
+67,187
+189% +$16.9M 1.26% 25
2026
Q1 		$8.62M Buy
35,550
+30,157
+559% +$8.16M 0.45% 42
2025
Q4 		$1.6M Sell
5,393
-1,452
-21% -$435K 0.09% 82
2025
Q3 		$1.93M Buy
6,845
+189
+3% +$49.5K 0.13% 76
2025
Q2 		$1.96M Buy
6,656
+3,835
+136% +$988K 0.14% 72
2025
Q1 		$620K Hold
2,821
– – 0.06% 102
2024
Q4 		$620K Hold
2,821
– – 0.06% 102
2024
Q3 		$624K Buy
2,821
+600
+27% +$118K 0.06% 101
2024
Q2 		$384K Hold
2,221
– – 0.04% 113
2024
Q1 		$424K Sell
2,221
-400
-15% -$73K 0.04% 106
2023
Q4 		$429K Hold
2,621
– – 0.05% 113
2023
Q3 		$368K Buy
2,621
+100
+4% +$14.2K 0.05% 109
2023
Q2 		$337K Sell
2,521
-119
-5% -$15.4K 0.04% 121
2023
Q1 		$346K Sell
2,640
-100
-4% -$13.4K 0.04% 118
2022
Q4 		$386K Sell
2,740
-2,531
-48% -$349K 0.05% 103
2022
Q3 		$626K Sell
5,271
-87,087
-94% -$11.4M 0.09% 90
2022
Q2 		$13M Sell
92,358
-114
-0.1% -$15.4K 1.78% 19
2022
Q1 		$12M Buy
92,472
+3,555
+4% +$464K 1.16% 27
2021
Q4 		$11.9M Sell
88,917
-28,894
-25% -$3.62M 1.09% 30
2021
Q3 		$15.6M Buy
117,811
+1,387
+1% +$185K 1.57% 22
2021
Q2 		$16.3M Buy
116,424
+961
+0.8% +$131K 1.66% 21
2021
Q1 		$14.7M Buy
115,463
+15,796
+16% +$1.89M 1.71% 22
2020
Q4 		$12M Buy
99,667
+14,112
+16% +$1.63M 1.48% 21
2020
Q3 		$9.95M Buy
85,555
+16,678
+24% +$1.96M 1.56% 22
2020
Q2 		$7.95M Buy
68,877
+66
+0.1% +$7.67K 1.5% 22
2020
Q1 		$7.3M Buy
68,811
+22,175
+48% +$2.8M 1.76% 20
2019
Q4 		$5.98M Sell
46,636
-2,496
-5% -$324K 1% 31
2019
Q3 		$6.83M Buy
49,132
+12,886
+36% +$1.74M 1.23% 31
2019
Q2 		$4.78M Buy
36,246
+23,165
+177% +$3.04M 0.8% 33
2019
Q1 		$1.76M Buy
+13,081
New +$1.67M 0.32% 59
2018
Q4 		– Sell
-173,196
Closed -$25M – 118
2018
Q3 		$25M Sell
173,196
-2,268
-1% -$317K 3.88% 4
2018
Q2 		$23.4M Buy
175,464
+1,769
+1% +$247K 3.74% 6
2018
Q1 		$25.5M Buy
173,695
+63,860
+58% +$9.66M 3.12% 5
2017
Q4 		$16.1M Buy
109,835
+107,951
+5,730% +$15.7M 1.95% 19
2017
Q3 		$261K Sell
1,884
-24,776
-93% -$3.45M 0.03% 144
2017
Q2 		$3.92M Sell
26,660
-982
-4% -$148K 0.54% 50
2017
Q1 		$4.6M Buy
27,642
+17,710
+178% +$2.97M 0.67% 43
2016
Q4 		$1.58M Buy
9,932
+5,513
+125% +$840K 0.24% 81
2016
Q3 		$671K Buy
4,419
+1,375
+45% +$209K 0.15% 77
2016
Q2 		$442K Sell
3,044
-523
-15% -$74.9K 0.1% 83
2016
Q1 		$516K Hold
3,567
– – 0.12% 77
2015
Q4 		$469K Buy
3,567
+209
+6% +$28.1K 0.11% 73
2015
Q3 		$465K Buy
3,358
+262
+8% +$38.7K 0.11% 75
2015
Q2 		$481K Buy
3,096
+52
+2% +$8.36K 0.09% 77
2015
Q1 		$467K Sell
3,044
-183
-6% -$27.8K 0.09% 75
2014
Q4 		$495K Sell
3,227
-358
-10% -$57K 0.08% 73
2014
Q3 		$651K Buy
3,585
+881
+33% +$161K 0.1% 74
2014
Q2 		$469K Hold
2,704
– – 0.07% 73
2014
Q1 		$498K Hold
2,704
– – 0.09% 71
2013
Q4 		$485K Sell
2,704
-3,799
-58% -$655K 0.08% 71
2013
Q3 		$1.15M Sell
6,503
-932
-13% -$169K 0.2% 58
2013
Q2 		$1.36M Buy
+7,435
New +$1.45M 0.24% 56

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

ARS Investment Partners's IBM Position: Q2 2026 in Review

ARS Investment Partners increased its IBM (IBM) stake by 189% in Q2 2026, buying an estimated $16.9M and bringing the position to 102,737 shares worth $28.9M. The position accounts for 1.26% of the portfolio, ranked #25.

ARS Investment Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ARS Investment Partners held 102,737 shares of IBM worth $28.9M as of Q2 2026.
  • ARS Investment Partners bought 67,187 IBM shares in Q2 2026, an estimated $16.9M.
  • IBM made up 1.26% of ARS Investment Partners's portfolio in Q2 2026, its #25 holding.
  • ARS Investment Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.