ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s IBM IBM Stock Holding History

ARS Wealth Advisors Group’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
Q3 		$9.14M Buy
41,539
+71
+0.2% +$16.9K 0.66% 36
2026
Q2 		$11.7M Buy
41,468
+1,121
+3% +$282K 0.91% 29
2026
Q1 		$9.8M Buy
40,347
+89
+0.2% +$24.1K 0.83% 33
2025
Q4 		$11.9M Sell
40,258
-770
-2% -$231K 1.07% 27
2025
Q3 		$11.6M Buy
41,028
+1,032
+3% +$270K 1.14% 28
2025
Q2 		$11.8M Sell
39,996
-608
-1% -$157K 1.36% 24
2025
Q1 		$10.1M Sell
40,604
-678
-2% -$166K 1.43% 24
2024
Q4 		$9.08M Sell
41,282
-708
-2% -$158K 1.25% 24
2024
Q3 		$9.28M Sell
41,990
-471
-1% -$92.4K 1.14% 26
2024
Q2 		$7.34M Sell
42,461
-814
-2% -$141K 0.95% 28
2024
Q1 		$8.26M Sell
43,275
-3,886
-8% -$709K 1.12% 28
2023
Q4 		$7.71M Sell
47,161
-7,922
-14% -$1.2M 1.14% 30
2023
Q3 		$7.73M Buy
55,083
+197
+0.4% +$28K 1.27% 32
2023
Q2 		$7.34M Buy
54,886
+2,028
+4% +$262K 1.17% 33
2023
Q1 		$6.93M Buy
52,858
+15,825
+43% +$2.12M 1.28% 34
2022
Q4 		$5.22M Buy
37,033
+34,796
+1,555% +$4.8M 0.86% 44
2022
Q3 		$266K Sell
2,237
-34,603
-94% -$4.54M 0.04% 124
2022
Q2 		$5.2M Buy
+36,840
New +$4.97M 0.71% 48
2021
Q4 		– Sell
-1,508
Closed -$200K – 145
2021
Q3 		$200K Buy
+1,508
New +$202K 0.04% 132

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ARS Wealth Advisors Group's IBM Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its IBM (IBM) stake by 0.17% in Q3 2026, buying an estimated $16.9K and bringing the position to 41,539 shares worth $9.14M. The position accounts for 0.66% of the portfolio, ranked #36.

ARS Wealth Advisors Group first reported a position in IBM in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.9M in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • ARS Wealth Advisors Group held 41,539 shares of IBM worth $9.14M as of Q3 2026.
  • ARS Wealth Advisors Group bought 71 IBM shares in Q3 2026, an estimated $16.9K.
  • IBM made up 0.66% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #36 holding.
  • ARS Wealth Advisors Group first reported a position in IBM in Q3 2021 and has held it in 19 quarters since.
  • ARS Wealth Advisors Group's IBM position peaked at $11.9M in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.