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ARS Wealth Advisors’s IBM IBM Stock Holding History

ARS Wealth 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
2021
Q2 		$253K Buy
+1,805
New +$247K 0.05% 118
2020
Q4 		– Sell
-2,036
Closed -$237K – 124
2020
Q3 		$237K Buy
+2,036
New +$240K 0.07% 92
2018
Q4 		– Sell
-2,396
Closed -$346K – 112
2018
Q3 		$346K Sell
2,396
-401
-14% -$56K 0.12% 83
2018
Q2 		$374K Buy
2,797
+257
+10% +$35.8K 0.13% 76
2018
Q1 		$373K Sell
2,540
-705
-22% -$107K 0.14% 81
2017
Q4 		$476K Buy
3,245
+214
+7% +$31.1K 0.18% 73
2017
Q3 		$420K Sell
3,031
-724
-19% -$101K 0.16% 80
2017
Q2 		$552K Buy
3,755
+1,269
+51% +$191K 0.22% 62
2017
Q1 		$414K Buy
2,486
+118
+5% +$19.8K 0.18% 70
2016
Q4 		$376K Buy
2,368
+55
+2% +$8.38K 0.17% 64
2016
Q3 		$351K Buy
2,313
+3
+0.1% +$455 0.15% 65
2016
Q2 		$335K Buy
+2,310
New +$331K 0.14% 60
2015
Q1 		– Sell
-1,381
Closed -$212K – 78
2014
Q4 		$212K Sell
1,381
-209
-13% -$33.3K 0.09% 70
2014
Q3 		$289K Sell
1,590
-72
-4% -$13.1K 0.13% 51
2014
Q2 		$288K Hold
1,662
– – 0.14% 49
2014
Q1 		$306K Sell
1,662
-80
-5% -$14.1K 0.18% 38
2013
Q4 		$312K Buy
+1,742
New +$300K 0.19% 40

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ARS Wealth Advisors's IBM Position: Q2 2021 in Review

ARS Wealth Advisors opened a new position in IBM (IBM) in Q2 2021: 1,805 shares worth $253K. The stake represents 0.05% of the portfolio and ranks #118 among its holdings. This is a return to the name: ARS Wealth Advisors previously reported a position in IBM as recently as Q3 2020.

ARS Wealth Advisors first reported a position in IBM in Q4 2013 and has held it in 17 quarters since. The position peaked at $552K in Q2 2017. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

  • ARS Wealth Advisors held 1,805 shares of IBM worth $253K as of Q2 2021.
  • IBM was a new ARS Wealth Advisors position in Q2 2021.
  • IBM made up 0.05% of ARS Wealth Advisors's portfolio in Q2 2021, its #118 holding.
  • ARS Wealth Advisors first reported a position in IBM in Q4 2013 and has held it in 17 quarters since.
  • ARS Wealth Advisors's IBM position peaked at $552K in Q2 2017.
  • 2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.