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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
Q2 		$11.7M Buy
41,468
+1,121
+3% +$282K 0.91% 29
2026
Q1 		$9.78M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ARS Wealth Advisors Group's IBM Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its IBM (IBM) stake by 2.8% in Q2 2026, buying an estimated $282K and bringing the position to 41,468 shares worth $11.7M. The position accounts for 0.91% of the portfolio, ranked #29.

ARS Wealth Advisors Group first reported a position in IBM in Q3 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q4 2025. 1,507 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ARS Wealth Advisors Group held 41,468 shares of IBM worth $11.7M as of Q2 2026.
  • ARS Wealth Advisors Group bought 1,121 IBM shares in Q2 2026, an estimated $282K.
  • IBM made up 0.91% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #29 holding.
  • ARS Wealth Advisors Group first reported a position in IBM in Q3 2021 and has held it in 18 quarters since.
  • ARS Wealth Advisors Group's IBM position peaked at $11.9M in Q4 2025.
  • 1,507 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.