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Aurora Private Wealth’s IBM IBM Stock Holding History

Aurora Private Wealth’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 		$359K Buy
1,633
+80
+5% +$19K 0.23% 110
2026
Q2 		$437K Buy
1,553
+282
+22% +$71K 0.28% 87
2026
Q1 		$374K Hold
1,271
– – 0.27% 93
2025
Q4 		$377K Buy
+1,271
New +$381K 0.25% 92
2025
Q2 		$458K Buy
1,553
+7
+0.5% +$1.8K 0.34% 73
2025
Q1 		$384K Buy
1,546
+4
+0.3% +$978 0.31% 84
2024
Q4 		$339K Sell
1,542
-7
-0.5% -$1.56K 0.25% 96
2024
Q3 		$342K Buy
1,549
+4
+0.3% +$784 0.27% 94
2024
Q2 		$267K Sell
1,545
-79
-5% -$13.7K 0.23% 114
2024
Q1 		$308K Buy
1,624
+53
+3% +$9.7K 0.27% 98
2023
Q4 		$257K Buy
+1,571
New +$237K 0.24% 116
2022
Q1 		– Sell
-1,544
Closed -$206K – 204
2021
Q4 		$206K Sell
1,544
-1,491
-49% -$187K 0.09% 188
2021
Q3 		$403K Buy
3,035
+240
+9% +$32.1K 0.16% 125
2021
Q2 		$392K Sell
2,795
-64
-2% -$8.75K 0.16% 125
2021
Q1 		$364K Sell
2,859
-505
-15% -$60.4K 0.15% 130
2020
Q4 		$405K Buy
3,364
+404
+14% +$46.7K 0.17% 127
2020
Q3 		$344K Sell
2,960
-260
-8% -$30.6K 0.15% 124
2020
Q2 		$372K Sell
3,220
-2,228
-41% -$259K 0.17% 107
2020
Q1 		$578K Buy
5,448
+1,234
+29% +$156K 0.2% 108
2019
Q4 		$540K Buy
+4,214
New +$548K 0.19% 92

Other funds holding IBM

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Aurora Private Wealth's IBM Position: Q3 2026 in Review

Aurora Private Wealth increased its IBM (IBM) stake by 5.2% in Q3 2026, buying an estimated $19K and bringing the position to 1,633 shares worth $359K. The position accounts for 0.23% of the portfolio, ranked #110.

Aurora Private Wealth first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. The position peaked at $578K in Q1 2020. 1,982 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Aurora Private Wealth held 1,633 shares of IBM worth $359K as of Q3 2026.
  • Aurora Private Wealth bought 80 IBM shares in Q3 2026, an estimated $19K.
  • IBM made up 0.23% of Aurora Private Wealth's portfolio in Q3 2026, its #110 holding.
  • Aurora Private Wealth first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
  • Aurora Private Wealth's IBM position peaked at $578K in Q1 2020.
  • 1,982 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.